The companies will remain individual brands, and combine their services to allow brokers to manage a case from sourcing through to completion and commission reconciliation, including workflow management. The acquisition was finalised on 4 December.
David Aylmer and David Jones have signed long-term contracts to remain joint managing directors of Dashboard.
Bill Safran, CEO of Trigold, said: “We saw it as a natural fit to get together. We could see where all the synergies were, as we are working to solve the same problems. This provides an end-to-end service in the market. We’ve worked together for some time, but we can now start sharing technology and become a unified team.
“Technology will continue to play a crucial and growing role in the market. This is a major improvement over the ‘cobbled together’ solutions from suppliers linking together disjointed systems.”
Aylmer added: “Trigold has very strong links for sourcing, trading and compliance. Dashboard is a business process and customer management and retention system. The integration of Dashboard and Trigold will introduce a level of practicality and convenience to manage workflow and submit applications to lenders.”
Melanie Bien, associate director for Savills, welcomed the move. “When two businesses combine, there are going to be cost efficiencies and hopefully that will be passed onto the client. There is more demand for complete products and systems that save time, so brokers will be attracted to that. I’m sure others will be keeping an eye on them.”
