It will combine data from both platforms to find the best product for the client
One Mortgage System (OMS), a processing platform for advisers, has announced a collaborative integration with mortgage comparison site Dashly.
The integration will enable OMS users to benefit from the specialist algorithms in Dashly’s mortgage monitor to find highly personalised products which match clients’ unique circumstances. It will combine data from both platforms to find the best product for the client, taking all fees and early repayment charges into account.
OMS claims to be the only end-to-end CRM system which covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance and protection. It has already integrated with a number of platforms, including Submissions Brain, Iress, Twenty7Tec, iPipeline, and Knowledge Bank.
Dashly said its customer-first ‘tech and touch’ approach means advisers can use their specialist algorithms to find highly personalised products for their clients’ unique circumstances, and increase their client retention and grow their business.
“This is a collaboration which arms OMS users with a best of breed solution that maximises opportunities and efficiencies for advisers, in addition to providing extra value for clients who can be sure they will always have access to the right product at the right time,” Neal Jannels (pictured), managing director at One Mortgage System, commented. “It marks yet another exciting step in the evolution of the OMS platform, and we are only just getting started.”
Ross Boyd, chief executive at Dashly, said they were excited about the integration that will see OMS users “being able to activate always-on monitoring at the touch of a button.”
“It’s great to see two like-minded innovators working together to deliver solutions which can make a real impact for advisers and their clients,” Boyd added.
