SimplyBiz Mortgages has agreed a new partnership with Eligible to offer members three months free access to its personalised client engagement platform.

Members of the mortgage club will have until the end of October to claim the discount for free usage of Eligible’s client retention and communication tool, Retain.

The tool supports advisers by automatically educating and keeping in touch with clients throughout their mortgage journey, freeing up advisers’ time to focus on advice and submitting business. The system learns about client needs, sending them firm-branded communications relevant to their current situation, notifying advisers when they are ready to talk about their options.

SimplyBiz Mortgages CEO, Martin Reynolds, commented: “Over the past few months, we’ve seen the importance of advisers and brokers utilising the right technology in their businesses increase significantly.

“Using a system like Retain helps advisers and brokers keep in touch with their clients, maintain the output of relevant information and support two-way communication and makes it easier to show just how valued long-term clients are. I’m delighted to be able to offer members of SimplyBiz Mortgages three months free of charge, for what I’m sure will be a hugely helpful tool for many of them.”

Eligible CEO, Rameez Zafar, added: “We’re pleased to partner with SimplyBiz Mortgages, who are committed to ensuring their members have access to the best tools out there to future proof their businesses. Our client retention solution gives advisers time back, allowing them to focus on submitting more business.

“We will help members procure a more diverse source of income – especially important in tough times and to protect against any slowdown in the purchase market.”

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