MM Mortgages picks Dashboard Software

MM Mortgages has today announced that they have selected Dashboard as the exclusive provider of their case management system.

Dashboard is a user friendly web based solution for mortgage intermediaries and packagers containing powerful workflow and case management functionality covering the entire advisory, application and processing life cycle. The system includes comprehensive reporting, case tracking and commission reconciliation as well as extensive CRM capabilities

The Dashboard system chosen by MM Mortgages will offer a unified, end-to-end solution, which manages the sale from the broker’s desktop through to application submission.

Mitchell Mann of MM Mortgages said “After researching the options available for a bespoke case-tracking solution it was decided that Dashboard met our needs the most concisely. The fact that the system can be tailored to exactly our way of working and our requirements was paramount in the decision to subscribe.

David Aylmer joint managing director of Dashboard commented:
“We are obviously pleased to have been chosen by MM Mortgages to provide the systems that support their business. Their service needs to be supported with a robust business process and customer management and retention system.
They are a rapidly expanding independent financial service provider operating on a national basis with a level of service of that of a local provider.

“Additionally, as a Trigold company we’re 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.”