Protect your clients

Our "always-on" mortgage comparison places you, the adviser, at the centre of your clients' financial lives - keeping them loyal, increasing your income as a result.

More advice.
More income.

Dashly's technology spots money-saving switching opportunities for your clients, where no human adviser could. Saving them money and increasing your earnings.

Build relationships.
Build business.

Dashly finds new ways to advise your clients more regularly. More meaningful interactions develop stronger relationships and retain more clients.

Our tech.
Your touch.

We’re here to empower your business. You decide when and how Dashly contacts your clients. You receive all new deal alerts first, to assess and pass on to your clients.

Your brand.
Top of mind.

Engage clients with a personalised monthly newsletter. These new interactions keep your business at the forefront.

All leads.
Captured.

Onboard every client onto Dashly. Even people that aren’t active. We’ll still compare their mortgage, so you can surprise them with a money-saving switch.

Data protected.
Information secure.

We’re authorised and regulated by the Financial Conduct Authority and our security rivals that of the world’s leading banks — your data is safe with us.

Switching.
The Dashly way.

Dashly helps you effortlessly process the switch. Your dashboard puts all the information in one place, making it easy to monitor and complete. Dashly sends automated email updates and includes a shared document store.

Working 24/7/365. Finding better deals.

Powered by cutting edge technology, Dashly does what no human can do. We spot money-saving switching opportunities, even in the middle of a fixed rate term.

Your client’s circumstances change daily. We assess all the variables, from the value of your client’s home and their outstanding mortgage balance, to the LTV and the cost of switching. Then we compare their current mortgage with over 10,000 products. Every single day.

Compare clients data deeply and everytime
Credit
score
House price
+ LTV
Machine
learning
Earnings
+ outgoings

Customer examples

Our tech. Your touch.

We're champions of human, whole-of-market advice. Our platform helps you to manage your client's application all the way through to completion. Empowering advisers like never before.

I want to future-proof my business.
Ready to boost your income with Dashly? Send a message.
or call 0333 016 5513
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