Chancery IFA 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 the mortgage intermediary 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 Chancery IFA will offer a unified end-to-end solution, which manages the sale from the adviser’s desktop through to application submission.

David Hine - partner at Chancery IFA announced the decision saying;     
“After researching the options available for a bespoke case-tracking system, we were in no doubt that Dashboard was the right choice for us.  The fact that the system can be tailored to exactly our way of working was paramount in the decision. Additionally, as our mortgage advisers are spread around the country, the online functionality of Dashboard provides everybody with the ability to case track at any time”.

Ian Fitzpatrick - director of sales at Dashboard commented:
“We’re very pleased to have been chosen by Chancery IFA to provide the systems that support their business.  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. As such, this service needs to be supported with a robust business process and customer management and retention system. 

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


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