The Dashboard software is a web-based solution for mortgage intermediaries and packagers containing workflow and case management functionality covering the entire advisory, application and processing life cycle. The system now includes comprehensive reporting, case tracking and commission reconciliation as well as extensive CRM capabilities.
David Aylmer, joint managing director of Dashboard, said: "We’re constantly sitting down with our customers and discovering what it is that they need to make their working lives easier. Our belief is that there is no such thing as a ‘finished’ system as it should constantly evolve to fit the changing needs of the market. With this in mind we conduct regular feedback sessions to truly understand what it is they really need their software to deliver. I firmly believe that this is the best way to serve customers.
“We have a number of new developments to be launch soon and this Version 5 forms a strong foundation for these to be based upon.”
