One Mortgage System integrates with Dashly

One Mortgage System (OMS) has announced a new integration with mortgage software firm, Dashly.

The move will enable OMS users to benefit from specialist algorithms in Dashly’s mortgage monitor to find personalised products to match clients’ circumstances.

This integration will combine data from both platforms to find the best product for the client, taking all fees and early repayment charges into account.

OMS’ CRM system covers product areas including residential, buy-to-let, second charge, equity release, bridging, commercial and general insurance, and protection.

The firm has already integrated with several platforms including Submissions Brain, Iress, Twenty7Tec, iPipeline and Knowledge Bank, to provide users with product sourcing, protection sourcing and criteria searching.

“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,” commented OMS managing director, Neal Jannels. “It marks yet another exciting step in the evolution of the OMS platform and we are only just getting started.”

Dashly CEO, Ross Boyd, added: “We’re very excited about an 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. Long may this continue.”

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