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Dashboard and Goldsmith Williams launch electronic trading initiative

Dashboard Software, the web-based solution for mortgage intermediaries, and Goldsmith Williams, the direct conveyancing firm, have announced the launch of a joint electronic trading initiative.

As a result of this partnership, Dashboard Software users can submit instructions electronically to Goldsmith Williams at the click of a button. All the information required by Goldsmith Williams is received and acknowledged by the conveyancing firm within seconds.

This initiative is based on a customer management and retention system, which allows intermediaries to conduct business efficiently in a market where customer service is key.

The technology used in the system will enable companies in the intermediary marketplace to streamline their sales and administration functions, reducing the time and overhead costs involved in mortgage processing.

Following a trial period, Dashboard Software and Goldsmith Williams are launching the system to the whole market and are confident that this initiative will prove popular with firms looking to maximise their resources. Both companies will be exhibiting at the Mortgage Business Expo, where brokers will be able to find out more about the initiative. Goldsmith Williams will be at stand G32 and Dashboard Software will be at stand J52.

David Shortt, corporate services director at Goldsmith Williams, says: “All mortgage intermediaries are busier than ever, dealing with a larger number of clients and more transactions. This, coupled with additional compliance requirements, leads to more paperwork. Instant online access, instruction and case tracking will revolutionise the instruction process for intermediaries and will also provide brokers with a valuable additional revenue stream.

“We are delighted to be working with Dashboard Software in this partnership, which is just one of a number of initiatives we are involved in to facilitate electronic trading.”

David Aylmer, joint managing director at Dashboard Software, adds: “Our primary aim has always been to provide a user-friendly and cost-effective solution to meet the needs of the intermediary and packager markets. One of the main benefits of Dashboard is that it removes the constant need to re-key data. This integration with Goldsmith Williams is another example of our use of technology to drive businesses forward and increase productivity.”

Heather Crane, processing manager at Phoenix Mortgage Services, which uses the system for around 75% of its cases, estimates that the electronic instruction saves 15 minutes a case, as there is no longer a need to fill in additional forms.

She says: “Not only does this eliminate the pain of having to manually fill in additional forms, but I know that Goldsmith Williams has definitely received the instruction on the same day. Processing delays are eliminated as the system also acknowledges receipt of the instruction. The new Dashboard link is so simple and, at the click of a button, has reduced paperwork, reduced form filling and saved time.”


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