Leave the competition for dead

Unlock new revenue streams by nurturing inactive and unconverted leads, thanks to the only tech platform that allows advisers to compete with aggregators.

Dashly is an all‑in‑one client satisfaction solution

No drama

Integrates easily with all CRM systems

Fight back

Enables advisers to compete with aggregators for the very first time

Innovate the market

Exclusive access to never seen before mortgage products.

Do the right thing

Ensure your clients have the best mortgage deal 24/7/365

Across the board client care

Through our carefully considered customer contact strategy, Dashly is able to retain your existing clients, and attract new inactive leads.

Retain existing

Unlock new revenue streams by attracting inactive leads to your business, which may have been impossible to service before.

  • Fill your future business pipeline
  • Increase business profitability
  • Convert more leads
  • Earn more

Attract new

Turn your normal advice processes into automated, monthly and meaningful contact.

  • Add even more value to your service
  • Go beyond just a "Happy Birthday" or newsletter
  • Keep clients engaged
  • Increase customer loyalty

Dashly is not
a lender

We work with and work to empower lenders by helping them create products that provide real value to their clients, we don’t lend our own. Simple as that.

Dashly is not
a CRM

Dashly sits on top of your CRM and combines our data with theirs to find the best product for your client possible. You keep using what you’re using, we just give it an extra punch.

Dashly is not
an adviser

We don’t have a mortgage sales team. You are the advice experts and the advice sits with you. We just find mortgage switching opportunities for you to present to your clients.

Dashly does not
facilitate direct-to-lender

An adviser can give whole-of-market, unbiased advice. A lender can only give their own products. That’s not in the best interest of a client, so it’s not in our interest to facilitate it.

Dashly is not
a Robo-Adviser

We believe in human advice, it’s at our core, and customer interaction is one of our key values. A robot can’t do that, and a robot doesn’t have emotions. You do.

Dashly is not
replacing your sourcing

Your sourcing system is still part of the advice process, we’re just a bolt-on on the front. We source the opportunity, and you decide whether it’s the right deal for your client or not.

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Dashly will transform your business

Once you partner, you'll have unlimited access to a huge amount of business boosting tools.

24/7 entire backbook comparison

By tracking and comparing every one of your clients' financial circumstances against the entire market every day, Dashly can spot switching opportunities like no human ever could, that’ll save your clients money, give them peace of mind, and earn you more.

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Personalised marketing collateral

Dashly keeps your clients engaged thanks to a full suite of marketing materials, personalised to you. Keeping your brand front of mind all the way through to the next transaction.

Better deal alerts
Monthly reports
Custom portals
Ads
I want this

Dedicated tech support

We are fanatic about your satisfaction. Our team are available to make sure your experience with Dashly is as smooth as possible.

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Unparalelled MI and reporting

Everything you need to know about your clients in one neat place. Whenever your client can get a better deal, we’ll let you know before any lender communication is even possible. Whether that’s mid-term, or 6 months before their deal ends, with Dashly you get there first.

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MortgageDoc.AI: Simple, effective, automated data cleansing

Transform inaccurate and impartial records into 100% correct, structured data sets.

Accurate comparison requires

Accurate comparison requires

Structured, well-formulated and matching data. If you’re missing data on one side, you can’t make an accurate comparison.

The only tool on the market

The only tool on the market

MortgageDoc.AI is the only tool that can accurately restructure and rebuild your partial or incomplete mortgage records. Don’t get left behind.

See the future

See the future

MortgageDoc.AI works closely with Dashly to help identify any better deals your clients may be able to receive from their data, giving you even more touchpoints with them.

Drag and drop

Drag and drop

No coding or difficult systems are needed to use MortgageDoc.AI. Just drag and drop your PDF from your computer into the webpage, and we’ll do the rest.

Proven engagement. Zero spam.

Master your client engagement and up your open rates with our automated marketing.

With 182 email variations, dynamic content based on contextual and demographic targeting, and completely customised in line with your brand’s compliance processes, Dashly allows you to attract new clients and engage existing with a carefully considered contact strategy, wherever they are on their term .

9 %

Typical financial services open rates

62 %

Dashly home report open rates

Go beyond email

Integrate your service across all touchpoints of your client’s lives

Voice via Alexa

Directly connects to your client’s home devices, to provide real time notifications in places they regularly engage with

SMS notifications

Get notifications for yourself, and give notifications of better deals to your clients via text message. It might sound old-school, but everybody checks their texts. It’s definitely not a service to overlook.

Unique LED notifications via IOT magnet

Connects via Wifi to your client’s Dashly account, and lights up when a better deal is available or when their deal is about to lapse

Push notifications via mobile app

Regularly update your clients with important information in the same way they would receive it from their other financial services, keeping your brand front of mind, always.

Who we're helping so far

Simon Hughes

Managing Director of Conran

“Dashly’s proposition suits us to a tee: it means our highly capable sales team can convert even more leads, and the business as a whole can develop more meaningful relationships with our customers by offering a tailored and personal service.”

Russell Rogers

Principal at Oakwood IMC

“Dashly shares our vision exactly, and combining its unprecedented access to the full spectrum of mortgage products with our team’s expertise will undoubtedly give us the edge on other firms, and chimes exactly with our pledge to give value for money with a highly tailored approach.”

Malcolm Davidson

Managing Director of UK Moneyman

“We’ve always prided ourselves on long-lasting relationships with our clients, which is exactly what drew us to using Dashly’s technology. It means our team is freed up to do what they do best - provide quality advice to mortgage holders - while the sophisticated platform scans the market to ensure they really are on the best deal at all times.”

Mark Scanlon

CEO of Tenet Group

“Thanks to Dashly, our advisers can feel confident that they’re giving clients best in class bespoke mortgage advice. This, in turn, means better customer interactions, and client retention for years to come.”

Bob Hunt

Chief Executive of Paradigm Mortgage Services

“Dashly’s proposition, in many ways, has been tailor-made for Paradigm and its brokers: it allows firms to retain a strong brand identity while also taking advantage of highly-specialised technology to get the best deals for its clients, which in turn promotes loyalty and trust and, ultimately, increased earnings.”

Simon Hughes, Managing Director of <span class="text-bold">Conran</span>
Russell Rogers, Principal at <span class="text-bold">Oakwood IMC</span>
Malcolm Davidson, Managing Director of <span class="text-bold">UK Moneyman</span>
Mark Scanlon, CEO of <span class="text-bold">Tenet Group</span>
Bob Hunt, Chief Executive of <span class="text-bold">Paradigm Mortgage Services</span>

Simon Hughes

Managing Director of Conran

“Dashly’s proposition suits us to a tee: it means our highly capable sales team can convert even more leads, and the business as a whole can develop more meaningful relationships with our customers by offering a tailored and personal service.”

Russell Rogers

Principal at Oakwood IMC

“Dashly shares our vision exactly, and combining its unprecedented access to the full spectrum of mortgage products with our team’s expertise will undoubtedly give us the edge on other firms, and chimes exactly with our pledge to give value for money with a highly tailored approach.”

Malcolm Davidson

Managing Director of UK Moneyman

“We’ve always prided ourselves on long-lasting relationships with our clients, which is exactly what drew us to using Dashly’s technology. It means our team is freed up to do what they do best - provide quality advice to mortgage holders - while the sophisticated platform scans the market to ensure they really are on the best deal at all times.”

Mark Scanlon

CEO of Tenet Group

“Thanks to Dashly, our advisers can feel confident that they’re giving clients best in class bespoke mortgage advice. This, in turn, means better customer interactions, and client retention for years to come.”

Bob Hunt

Chief Executive of Paradigm Mortgage Services

“Dashly’s proposition, in many ways, has been tailor-made for Paradigm and its brokers: it allows firms to retain a strong brand identity while also taking advantage of highly-specialised technology to get the best deals for its clients, which in turn promotes loyalty and trust and, ultimately, increased earnings.”

ROI calculator

When we say we can turbocharge your business profitability, we mean it. Use this calculator to work out the Return-On-Investment Dashly can bring to your business.

What is your annual lending?

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Simple setup

A week-by-week breakdown of how easy it is to partner with Dashly.

1

Let us introduce ourselves

Through a short, friendly chat, you’ll get a better understanding of just how Dashly can improve your business. We’ll work with you to get all the data necessary to perform a smooth set-up with minimum involvement on your side.

2

Your onboarding journey

After your chat, we’ll start setting you up. We’ll provide a full Dashly set-up, plus all marketing collateral prepared under your logo and company details, ready for use. This will happen in a series of steps which looks a little something like this:

  • We’ll create your company in Back Office and add your advisers.
  • We’ll create links that will allow your clients to sign up for Dashly.
  • We’ll create an I-frame for your company and provide access to all marketing material prepared, such as banners, emails, and infographics.
  • We’ll then help you set up your emails, so you can send monthly reports to your customers.
3

Nurturing new clients

Once you’re set-up, it’s all systems go on using your new materials to nurture new clients. Get posting on social media and share your new landing page!

4

Adding your existing clients

Now you’re nurturing new clients, it’s time to get your existing clients on board. We’ll need just a small amount of help in getting all of your customers’ data (mortgage offer PDFs and the like), and once we’ve got that we’ll cover the rest. It might take a bit of back and forth, but it’s a very smooth process.

5

Sending your first monthly report

So your existing clients are onboarded, and by now you’ve maybe even nurtured a few new ones. We can now start sending out their monthly reports to let them know they’re on the best deal and give them useful advice - personalised to them and their mortgage.

Dashly in the press

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