The broker platform is running its adviser-only pilot exclusively through Paradigm Mortgage Services members until the New Year, before making itself available to the wider mortgage adviser community in January.
Throughout November, Prudell has been onboarding its entire client base onto co-branded Dashly dashboards.
The tool claims to provide advisers with a whole of mortgage market comparison service, and uses credit reference agency, house price and up-to-date mortgage balance loan to value data to do so.
If an adviser’s clients choose to do so, they can also share their current account data through an Open Banking application programming interface (API).
When money-saving switching opportunities are identified, they are flagged by Dashly to the adviser who can then decide whether to contact them.
Digital strategy
Simon Redler, managing director, Prudell, said: “Our digital strategy has been instantly accelerated, with every one of our past clients receiving a personalised home report each month, which will keep us top of mind and improve conversion rates for renewal business.
“Dashly is an end-to-end package that we believe will future-proof us in the rapidly evolving mortgage space.”
Ross Boyd, founder of Dashly, added: “It’s great to have Prudell onboard.
“Like us, they’re 100 per cent focused on delivering the right customer outcomes and are looking beyond the traditional transactional approach of advisers to life-long relationships built on regular client touchpoints.”
