Refinance - Get your customers talking

Get your customers talking to you about refinance

Discover the discounted solutions available with your PMS membership that can help you effortlessly engage your existing customers before their terms come to an end.

Automatically boost your protection business by 40% with Eligible

Eligible helps you effortlessly stay at the top of your customers’ minds, so you can be sure they won’t go elsewhere when their mortgage deal comes to an end.

Trusted by more than 2,000 advisers, Eligible could help you boost your retention business by 40%. Plus, you won’t find it cheaper anywhere else.


Find out more and get started

*Subject to status and review. Ask your Regional Key Account Manager for further details.

Enhance your customers’ experience with the right CRM

How could enhanced marketing and automated customer engagement help boost your refinance conversations?

We've partnered with some of the market's leading CRM and back-office software providers, to bring you discounted access to the tools you need to effortlessly keep in touch with your customers.

Find out more

Discover our Refinance Hub

More tips, tools, resources and ideas are available now on our Refinance Hub.

Go to our Refinance Hub

Talk to us about making the most of your refinance conversations

Your PMS account manager is here to help you get the most out of every refinance conversation. From chatting you through the conveyancing, protection and general insurance solutions available with your PMS membership, to working with you to discuss whether you can enhance your firm’s current approach, reach out to your account manager today to get the support you need.


Find your Regional Key Account Manager