Cloud-based mortgage and savings software provider, finova, has partnered with Dashly, the 24/7 mortgage monitor, in a bid to boost its broker services.
The integration of Dashly into finova’s Broker CRM offers brokers an advanced set of mortgage tools, streamlining their operations for greater efficiency. Dashly’s platform continuously compares clients’ financial situations with the broader market, aiding brokers in identifying suitable products that meet clients’ affordability criteria.
This technology swiftly responds to market changes and alerts brokers of opportunities to switch clients to better rates, even after accounting for early repayment charges.
Brokers using finova’s Broker CRM will now be in a position to offer personalised financial advice, aligning with the latest Consumer Duty’s directive to improve customer experiences during and after transactions.
Matt Harrison, director of sales – broker & connect channels at finova, said: “With rising rates and sudden product withdrawals, and a slight decrease in property transactions, the mortgage market remains robust. Brokers need efficient tools to navigate these changes and offer the best products to their clients.”
Harrison added: “Our work with Dashly ensures that our Broker CRM users can find the right products tailored to their clients, leading to better borrower outcomes.”
Peter Hart, sales director at Dashly, said: “As interest rates rise, brokers can use technology to find the best deals for their customers. Dashly is more than just a comparison tool; it helps brokers work more effectively, reduce stress, and make confident recommendations. Our partnership with finova opens new doors for brokers using its Broker CRM.”
