finova partners with Dashly to enhance broker CRM

Cloud-based mortgage and savings software provider, finova, has partnered with 24/7 mortgage monitor, Dashly, to enhance its broker proposition.

finova has started implementing Dashly into its broker CRM, a suite of customisable mortgage tools designed to help brokers run their businesses more efficiently.

Dashly works in the background to track and compare clients' financial circumstances against the entire market every day, which means the service can help brokers spot new products that meet clients’ affordability requirements.

The comparison technology is designed to alert mortgage brokers whenever there is an opportunity to transfer a client onto a product at a better rate, even considering early repayment charges.

Matt Harrison, director of sales for broker and connect channels at finova, commented: “Over the past few months, the mortgage market has weathered rising rates and abrupt product withdrawals. At the same time, data from HMRC shows that property transactions have fallen slightly year-on-year, but the mortgage market is standing strong despite these pressures. Still, the fact remains: there has never been a greater need for brokers to respond to market changes with speed. To ensure borrowers remain confident in this market, brokers need tools that can work in the background to pinpoint the best products for their customers’ financial needs.

“Our partnership with Dashly will allow users of our broker CRM to locate the right products that suit the individual circumstances of their clients, resulting in a highly personalised service that will yield better outcomes for borrowers.”

Peter Harte, sales director at Dashly, added: “As interest rates continue to climb, brokers are in a great place to leverage technology to put themselves in the best possible position to source the right deal for customers. Dashly is another tool for brokers to add to their arsenal. It isn’t a gimmick or another comparison platform but is designed to help brokers reduce stress, cut down on workload, and deliver decisive recommendations to clients. We look forward to progressing our partnership with finova, which will unlock new opportunities for brokers using its broker CRM.”