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Enterprise Layer Intelligence
Categories/Email Marketing/Eligible.ai
Eligible.ai

Eligible.ai

Founded 2019

Automate customer communication and mortgage retention journeys across multiple channels

Pricing model

Demo

You can use Eligible to automate and manage customer engagement throughout the entire mortgage lifecycle. The product lets mortgage lenders guide borrowers through critical milestones such as standard variable rate transitions, product switches, and maturity dates. By ingesting borrower data files, it orchestrates tailored communication sequences across email, SMS, mobile apps, and QR codes. Operations, risk, and compliance teams get full visibility into user interactions, making it easier to retain borrowers, reduce risk-weighted assets, and maintain strict regulatory compliance without writing code.

What Eligible.ai does

Import customer mortgage data using a single spreadsheet or data fileTrigger automated messaging flows based on loan maturity datesSend personalized mortgage switch offers via email and SMSTrack customer engagement and conversion rates in a real-time dashboardCustomize visual branding and messaging tone without developer supportSync customer responses directly into risk and compliance management systemsMulti-channel borrower outreach across email, SMS, mobile app, and QR codesAutomated journey logic triggered by behavioral and financial data pointsSingle data file ingestion with zero coding requiredLive synchronization with internal operations, risk, and compliance workflowsConfigurable branding, tone of voice, and journey rulesReal-time tracking of retention rates and compliance outcomes

Pricing breakdown

Pricing model: Book a demo

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Eligible, mortgage servicing, customer retention, borrower engagement, SVR transitions, mortgage switching, SMS communication, email journeys, mortgage compliance, risk reduction, fintech, loan servicing, automated journeys, financial workflows, retention revenue