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.
Book a demoDashly 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.
We are fanatic about your satisfaction. Our team are available to make sure your experience with Dashly is as smooth as possible.
Book a demoEverything 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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The answer is “Yes, it can.” If we’re working with them to deliver our 24/7 Mortgage Monitoring service, that is.
Once we are, you’ll be able to generate detailed reports directly from your CRM to send to us. Accurate and up-to-date data enables us to search for better deals for your customers.
Let us know who your CRM provider is. If we’re working with them, we’ll let you know.
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.”
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.”
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.”
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.”
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.”
Delivering good outcomes for your clients is your Consumer Duty. Our 24/7 Mortgage Monitor makes this possible.
It tracks their mortgages daily to ensure they always receive the best value from their deals, while regularly reassuring them that you’re checking their mortgage(s) and that you’re there for them if they need you.
This consumer-first approach is not just our duty. It’s our company culture and we’ve been doing it since day 1.
Coming soon: Our lead generation tool not only finds new leads,
but nurtures them until they're ready.
