The Mortgage Company has announced it is to use software from Dashboard, a subsidiary of Trigold, for their client management system.
Dashboard, a web based software company was acquired by Trigold in December 2006. The company claims to have powerful workflow and case management functionality and covers the advisory, application and processing life cycle.
The software includes reporting, case tracking and commission reconciliation as well as CRM capabilities.
The Mortgage Company director Laura Lamb says: “After researching the options available, we chose Dashboard for its ability to deliver a mortgage software package that could help us grow our business. It’s been a welcome change to find a flexible product which can be adapted to suit our own individual procedures easily.”