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.
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.
score
+ LTV
learning
+ outgoings
Customer examples
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 to manage your client's application all the way through to completion. Empowering advisers like never before.
