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Finance Finder UK chooses Dashboard for case management

Finance Finder UK has selected Dashboard as the exclusive provider of their case management system.

Dashboard will assist mortgage intermediaries and packagers with their workflow and case management through the entire advisory, application and processing operation.

The system includes comprehensive reporting, case tracking and commission reconciliation as well as CRM capabilities.

Dashboard will offer a unified, end-to-end solution, which manages the sale from the broker’s desktop through to application submission.

Finance Finder UK director Stuart Boseley says: “All staff find the system easy to manage and the web based facility really was the deciding factor alongside the very helpful support team. This tool easily scales up or down depending on the size of your business and allows you to concentrate on your service levels and your process which is key in today’s fast paced technology fuelled industry”.

Dashboard joint managing director David Aylmer says: “Finance Finder UK’s proposition is built upon best in class service which needs to be supported with a robust business process and customer management and retention system.

“Additionally, as a Trigold company we are also now able to offer customers the benefits of an integration with the Trigold software to introduce a new level of practicality and convenience to manage workflow and submit applications to lenders.”


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