D@shboard is a web based software tool designed to assist the mortgage and financial services intermediary in the processing and management of financial products through their complete lifecycle.
One of the benefits of D@shboard is to remove the re-keying of data. D@shboard enables key events and tasks to be processed and best practices to be followed at all times. This is done using a configurable but easy to use workflow/business process engine, which sits at the heart of the software.
David Aylmer, Director at Nereus Infotek, comments “We are delighted to announce our link to Trigold, this will help with our clients to be more efficient and reinforces one of our believes that by removing the re-keying of data we can not only help reduce the chance of error but also speed up the whole sales process.”
Trigold's core products provide sourcing for mortgage professionals, comprising initial fact find and data collection, sourcing and application submission capabilities, complemented with a suite of compliance solutions. Trigold is currently the mortgage sourcing system of choice for over 10,000 professional mortgage advisers and can successfully deliver electronic applications to over 60 Mortgage Lenders.
Bill Safran, joint managing director of Trigold said: "The industry has been waiting for sophisticated CRM and mortgage sourcing systems to link together for the benefit of advisors. Through this integration D@shboard users can access our Prospector Plus point of sale mortgage sourcing and application software without re-keying any of their client details. This will speed up the process of recommending mortgages and provide new cross sale opportunities for D@shboard users. The sophistication and flexibility of Nereus Infotek and Trigold systems has enabled us to create this pioneering link."
