Primis partners Eligible.ai on customer retention platform By Roger Baird 13 th May 2021 3:14 pm Primis Mortgage Network and Eligible.ai have struck a partnership, which gives its appointed representative brokers access to Eligible’s customer relationship management platform, called Retain. Primis says the new system will allow members “to grow their businesses and retain more clients without the added time and manual intervention”. The network says the Retain platform automatically keeps in touch with clients “throughout their mortgage journey”. It adds: “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.”