CHAPTER 8: MARKETING/RETENTION SYSTEMS

Mortgage advisers have in recent years had new tools available to them in order to assist with client retention. These work in various ways. For example, with Dashly, consumers are alerted the moment it pays to take out another mortgage after all switching costs (e.g. legal, product and early repayment fees) have been taken into account. It does so without users having to manually update their mortgage data.

8.01: PRICING

Dashly is free to the end consumer but takes a percentage of the loan amount per transaction from any firm that Dashly facilitates a mortgage transaction for. Eigible takes a month fee, which is undisclosed.

Figure 8.01: Cost per user (excluding VAT)

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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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