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Partner with Dashly and earn more

Dashly places you at the centre of your clients' financial lives, driving business opportunities with money-saving mortgage deals.

More advice.
More income.

Dashly uses big data, AI and open banking technology to spot switching opportunities for your clients. 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 15,000 products. Every single day.

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

Customer examples

Dashly provides the tech. You provide the expertise.

Much more than a comparison tool, Dashly puts new ways to build your business at your fingertips.

I want to future-proof my business.
Ready to boost your income with Dashly? Send a message.
or call 0330 058 1978
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