TMA partners with Eligible

Michael Lloyd

June 24, 2019

TMA Club has partnered with Eligible providing members of the club access to Eligible’s automated customer retention tool, Retain.

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

David Copland (pictured), director of mortgages at TMA, said: “We are always looking at ways to enhance our members’ businesses and customer retention is a key aspect of this.

“With up to 30% of homeowners in the UK deciding not to remortgage with the same broker, there is a clear gap in the market.

“Platforms like Retain make retaining customers more efficient and much more hassle-free.

“By equipping our advisers with the right tools to tackle this, we hope to boost their product transfer and remortgage figures and help them regain time previously spent on administrative tasks, so they can focus on what really matters – providing tailored and holistic advice to their clients.”

Customers will receive an email which links them to a broker-branded web app where they can learn more about their mortgage and are reminded of the value of their broker’s advice.

Retain contacts clients prior to expiry so brokers are able to keep track of their expiries in a simple, prioritised list.

The automated customer retention tool also monitors client’s activity within the app so brokers are able to contact their most engaged clients.

Clients can notify their adviser at any time that they would like to discuss remortgaging to encourage customer-led retention.

Rameez Zafar, chief executive at Eligible, added: “As one of the UK’s leading mortgage clubs, TMA’s ethos to provide the best possible broker and customer experience, is one we mirror.

“Through offering our retention solution to TMA, we will work together to reduce brokers’ workloads, allowing them to focus on doing what they do best – advising customers

“We also aim to improve financial literacy for our clients whilst keeping the customer at the heart of the mortgage journey.”

There will be an exclusive offer for the first 50 TMA members who sign up to Retain.

This follows TMA Club partnering with digital conveyancing tool, When You Move, critical illness knowledge platform, CIExpert and protection platform, UnderwriteMe.


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