If it’s not powered by Dashly, it’s not 24/7 Mortgage Monitoring.

Last updated: 29 Sep 2023 | Time to read: 1 minute

Unprecedented times require one-of-a-kind solutions. Our 24/7 Mortgage Monitor is the ultimate retention strategy that tracks each of your clients’ mortgages and every change in the market, all the time.

It keeps you constantly engaged with your clients, and allows you to offer them personalised advice they won’t find anywhere else, before anyone else.

It’s AI-powered. It’s all automated. And it’s not only personalised to your customers, it’s personalised to your brand. Every piece of bespoke advice it serves them comes from you and leads them back to you.


What it is not:

  • Sending your customers emails to let them know the base rate went up ❎

  • Emailing them happy birthday messages ❎

  • Comparing today’s rate with the rate you sold them 2 years ago ❎

  • Phoning them if their deal ends in 6 months ❎

 

What it is:

  • Giving them continuous advice for the duration of their mortgage by re-sourcing and re-calculating possible savings every day ✅

  • Tracking their reducing balance and property value to give them real-time equity and LTV ✅

  • Providing hyper-personalised property insights and mortgage strategies using a contact strategy with 8,000+ bespoke content combinations ✅


If you’re not already onboard, speak to us about adding 24/7 Mortgage Monitoring your offering.

Related Content

Property

“Debt consolidation and the pigeon in the basement”

Every adviser, regardless of time served, has a ‘transaction type’ that is their least favourite. Might be lending into retirement. Residential interest only perhaps. Contractors with small contracts and very little prior evidence comes to mind… For me, it used to be Debt Consolidation. For multiple, (very) unrelated reasons…

Property

Help to Buy: How do the charges work now & how did a waistcoat save my life? by Steven Poole

The property market, like fashion, often goes through stages. More often than not, these stages leave a legacy over the years.

Property

Porting: A crutch, a koi, a pond, a cup of tea & the right advice, by Steven Poole

Dashly Marketing Team: “How on earth are you going to turn porting into a blog post, Steve?” Me: “I’m going to talk about giving advice and a lady who once fell into a pond while I was doing a home visit appointment.” Dashly Marketing Team: “...ooooooookay.”