APS Mortgages is a mortgage broker and packager based in Swindon with around 100 staff and operates a call centre and administration centre from their modern offices in Swindon.
Dashboard Software used their tool-set, based on the Dashboard Software E-Packaging Solution product suite, to develop a bespoke front end the call centre application that integrates to the phone system and web sites, allowing a seamless electronic process from enquiry to completion.
David Aylmer, joint MD at Dashboard, said: "We are very pleased that APS chose Dashboard to replace their existing solution, we worked hard with APS to ensure that all their needs were met. There is a large customised element of the front end system allowing APS to build on their unique way of doing business. We have incorporated all their call centre requirements, from integration to their phone system, call scripting and compliance requirements to mortgage product sourcing and quotation engines. We are extremely proud of our achievements in a relatively short space of time."
Geoff Catling, from APS Mortgages, said: "We chose Dashboard for their ability to satisfy our specific needs, and deliver a mortgage software package that could help us grow as a business. Dashboard have been different to other mortgage software companies, they have been able to build the software around our needs instead of just presenting an out of the box package."
The solution at APS incorporates the core Dashboard E-Packaging Solution and work flow engine to ensure the flow of electronic information, without the need for any re-typing of information, from the enquiries generated on the web, through the application and quotation stages, including integration to Trigold, and then into administration and onto completion.
