Eligible
E
Financial Advisors
Eligible
113, London EC1R 3BX
# Eligible
Eligible is a London-based customer engagement platform that specialises in transforming mortgage servicing through intelligent, real-time customer journeys. The company leverages behavioural and financial data to guide customers through critical mortgage lifecycle moments—including Standard Variable Rate (SVR) transitions, retention decisions, product switching, and final maturity—whilst simultaneously reducing operational burden and risk exposure.
The platform serves major UK lenders and building societies, including Nationwide, Aldermore, Metro Bank, and Nottingham Building Society. Eligible manages over £100bn in mortgages and supports 1 million+ customers through sophisticated, multi-channel orchestration spanning email, SMS, QR codes, and app-based communications.
What sets Eligible apart is its integration capability. Rather than operating in isolation, their journeys sync live with internal operations, risk, and compliance workflows, creating seamless handoffs between customer engagement and backend systems. This eliminates the operational friction that typically plagues mortgage servicing.
The platform delivers measurable outcomes: clients report 10% increased retention revenue, 5% reduced risk-weighted assets (RWAs), and 30% reduced operational costs. Crucially, Eligible achieves this whilst maintaining 100% compliance alignment—critical in the heavily regulated mortgage sector.
Their no-code configuration approach means lenders can deploy sophisticated customer journeys without technical dependencies, enabling rapid scaling and iteration based on real customer behaviour data rather than assumptions.
Eligible is a London-based customer engagement platform that specialises in transforming mortgage servicing through intelligent, real-time customer journeys. The company leverages behavioural and financial data to guide customers through critical mortgage lifecycle moments—including Standard Variable Rate (SVR) transitions, retention decisions, product switching, and final maturity—whilst simultaneously reducing operational burden and risk exposure.
The platform serves major UK lenders and building societies, including Nationwide, Aldermore, Metro Bank, and Nottingham Building Society. Eligible manages over £100bn in mortgages and supports 1 million+ customers through sophisticated, multi-channel orchestration spanning email, SMS, QR codes, and app-based communications.
What sets Eligible apart is its integration capability. Rather than operating in isolation, their journeys sync live with internal operations, risk, and compliance workflows, creating seamless handoffs between customer engagement and backend systems. This eliminates the operational friction that typically plagues mortgage servicing.
The platform delivers measurable outcomes: clients report 10% increased retention revenue, 5% reduced risk-weighted assets (RWAs), and 30% reduced operational costs. Crucially, Eligible achieves this whilst maintaining 100% compliance alignment—critical in the heavily regulated mortgage sector.
Their no-code configuration approach means lenders can deploy sophisticated customer journeys without technical dependencies, enabling rapid scaling and iteration based on real customer behaviour data rather than assumptions.
Services offered
Customer journey orchestrationSVR managementRetention optimizationMulti-channel campaign managementRisk mitigation workflowsCompliance-aligned communicationsBehavioral data integrationOperational automation