Speak to your clients more often and surprise them with money-saving switching opportunities they'd otherwise miss out on.
Dashly uses open banking, big data and machine learning to identify more opportunities for your clients to save — and you to earn.
Alerting your clients to more switching opportunities won't just impress them, it will retain them. Happy clients means loyal clients.
At breakneck speed.
Onboarding your clients is effortless. Simply upload a CSV file, or input their key data manually. In minutes.
You get to see any switching opportunities before your clients — and can decide whether to alert and approach them.
Dashly is authorised and monitored by the FCA. And its bank-level encryption keeps your clients' data safe and secure.
Partner with Dashly.
Partner with Dashly and be part of the future of of mortgage advice. Enrol with your FCA number today.
Switching. As you've never seen it before.
Dashly's tech continuously compares your clients' unique mortgage circumstances against the whole of the market. It sees switching opportunities no human could see.
Comparison. As you've never seen it before.
Once you, or your clients (you decide), have entered some basic personal, financial and mortgage data into Dashly, Dashly sets to work.
Dashly uses open banking, big data and machine learning tech to compare your clients' unique financial circumstances - e.g. mortgage balance, LTV band, earnings, outgoings and credit score - against the whole of the market. In real time. Each and every day.
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 to 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]
You in control.
Dashly exists to strengthen your brand, not replace it. And we give you all the tools to do just that. Effortlessly.