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.”

The firm says members who use the network’s exclusive in-house customer relationship management system, Toolbox, can take advantage of the new integration which plugs straight into Retain which “automatically starts communicating with clients as soon as they complete”.

Primis Mortgage Network proposition director Vikki Jefferies says: “Today’s partnership with Eligible is another example of our commitment to helping make brokers’ lives easier through technology.

“Tools that save time and drive client retention are an asset to any adviser – particularly those looking to grow their business – and this is exactly what our partnership with Eligible will prove our appointed representative firms with more of.”

Eligible chief executive Rameez Zafar adds that Primis are “committed to ensuring their members have access to the best tools out there to future proof their businesses. Our client retention solution gives advisers time back, allowing them to focus on submitting more business”.

Last November, Primis added Specialist lender LiveMore Capital to its network. LiveMore offers a range of lending options for borrowers aged 55 or over.

This includes the recent addition of a retirement interest-only purchase mortgage.