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Primis partners Eligible.ai on customer retention platform


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.” ....

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More2life joins Primis equity release panel | Mortgage Strategy


More2life joins Primis equity release panel
By
Roger Baird
28
th January 2021
1:07 pm
Specialist lender More2life has joined Primis Mortgage Network’s new equity release panel in a move it says will strengthen the broker network’s later life lending offering.
Preston-based More2life says its partnership with Primis means it will be able to “support advisers who are looking to build their offering within the equity release market”.
As part of the move, the lender will provide “additional support to Primis members” such as webinars and other educational material.
Primis Mortgage Network, which is owned by London-listed LSL Property Services, launched its equity release panel earlier this week. ....

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Primis launches equity release panel | Mortgage Strategy


Primis launches equity release panel
By
Roger Baird
25
th January 2021
12:56 pm
Primis Mortgage Network has launched an equity release panel as it strengthens its later life lending offer.
The broker network says the new panel will be representative of the whole of the market.
It adds that support staff will be on hand to support brokers, including the network’s dedicated product desk, which holds more than 70 years of financial services experience, to help advisers with queries.
The move follows the announcement last November that Primis had partnered with retirement interest-only mortgage provider, LiveMore Capital. LiveMore offers a range of lending options for borrowers aged 55 or over, recently adding a retirement interest-only purchase mortgage. ....

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