Tag: Rameez Zafar

Retain uses customer data to track and automatically recontact existing customers who are due to roll off their current mortgage deal.

Making things eligible

The proposed changes could have a big impact on remortgages.

Eligible plans to launch Retain in March, which will have the remit of keeping customers in contact with lenders and brokers.

Eligible’s Mortgage Watch product, which is monetised with a monthly subscription and conversation fee, analyses lenders’ and advisors’ existing client data to identify when homeowners have the opportunity to remortgage.