Do right by your clients
Provide them with a financial wellbeing solution that ensures they’re on the best mortgage deal for life.
Pump up your profits
Unlock a brand new revenue stream by nurturing unconverted and inactive leads that may have been impossible to service before.
Optimise your workflow
Have Dashly automate your retention so you can spend more time advising and prospecting. You are an adviser, after all.
Lock out the competition
Turn yearly advice into automated, ongoing, meaningful engagements through to the next transaction.
Our tech, your touch
Take your marketing to the next level with our free, slick suite of communications under your brand.
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.
Together, we can do right by the UK homeowner and put their best interests at heart. Our tech, your advice, and better mortgages forever.
Take control of your
Dashly’s back office puts you in the driver’s seat. It gives you a 360° view of your business in one place so you can quickly onboard, find, review and manage clients, their deal status, and document details in seconds. Whatever you need, it’s there, and it’s simple.
A 24/7 personal assistant that never sleeps.
Or eats, or takes a coffee break, or has other things to do. Once you or your client has entered their data, Dashly cracks on and never stops cracking.
Using open banking, big data, and AI, Dashly tracks and compares every one of your clients' financial circumstances e.g. mortgage balance, LTV band, earnings, outgoings, and credit score against the entire market, in real-time, every day. Finding switching opportunities like no human ever could, that’ll save your clients money and earn you more.
Mortgage deal already lapsed?
Alf and his partner saved £6,785* per year switching from an SVR
*Alf’s previous mortgage had already ended and the monthly payments had increased to £1,930 because he was moved onto the lender’s SVR @ 4.99%. Remortgaging to a new 3-year fixed rate @ 1.61% (£1,569pm) saved a net total of £20,356 over the next 36 months — after all switching costs (£1,494) were added to the loan and repaid in full over 36 months. Note that £8,588 of this saving is made up of the increase in equity after paying off more of the capital over the comparison period. [Rates and calculations correct @ May 2019]
Buy to Let mortgage too small to be worth the effort?
Dom saved £2,137* per year fixing his BTL mortgage
*Dom’s previous mortgage deal had long ended and his monthly payments had risen to £313 because he had been moved onto his lender’s more expensive SVR @ 5.60%. Remortgaging to a new 5-year fixed rate deal @ 2.34% (£135pm) saved a net total £10,685 over the next 60 months — after all switching costs (£235) were added to the loan and repaid in full over 60 months. [Rates and calculations correct @ May 2019]
Locked into a fixed rate already?
Olly saved £1,173* per year switching fixed rates early
*Olly’s previous mortgage, a fixed rate of 3.58%, had 28 monthly payments of £1,212 remaining. Switching early to a new 3-year fixed rate @ 1.73% saved a net total £2,737 over the remaining 28 months — after all switching costs (£1,450) and the Early Repayment Charge (£4,457) were added to the loan and repaid in full over 36 months. Note that £2,577 of this saving is made up of the increase in equity after paying off more of the capital over the comparison period. [Rates and calculations correct @ May 2019]
Fixed rate coming to an end?
Jen saved her £353* per month by avoiding an SVR
*Jen’s previous mortgage, a fixed rate of 2.65%, had x2 monthly payments of £1,189 remaining after which the SVR (4.24%) would have increased the monthly payment to £1,426. Remortgaging to a new 2-year fixed rate @ 1.75% (£1,073pm) saved Jen £353 per month. [Rates and calculations correct @ May 2019]
Our tech. Your touch.
We're champions of human, whole-of-market advice. Our platform helps you manage your clients' applications through to completion and ensures they stay engaged with your service all the way round to the next transaction. Empowering you, like never before.