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Conveyancer and software firm launch e-initiative

Dashboard Software and conveyancer Goldsmith Williams have launched a joint electronic trading initiative.

As a result of the partnership, Dashboard Software users can submit instructions to Goldsmith Williams at the click of a button. Information required by Goldsmith Williams is received and acknowledged by the company in seconds.

The initiative is based on a customer management and retention system, allowing brokers to streamline their sales and administration functions, cutting the time and overhead costs involved in mortgage processing.

David Shortt, corporate services director at Goldsmith Williams, says: “Instant online access, instruction and case tracking will revolutionise the instruction process for brokers and also provide them with a valuable additional revenue stream.”

David Aylmer, joint managing director at Dashboard, adds: “Our primary aim is to provide a user-friendly and cost-effective solution to meet the needs of the intermediary and packager markets.

“Dashboard removes the need to re-key data.”

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