Dashboard Enterprises

Dashboard Software


Phil Jay, Managing Director, BDS comments: “At BDS not only are we introducing even more value added services to our broker contacts, but we are proactively raising standards across the board in advance of regulation. Systems like Dashboard will play a key role after October 31st and we are keen to encourage our brokers to register and use the system. I am confident that once they do, they will find it not just easy to use but invaluable to their business.”

Bill Safran, joint managing director of Trigold : “The industry has been waiting for sophisticated CRM and mortgage sourcing systems to link together for the benefit of advisors. Through this integration Dashboard users can access our Prospector Plus point of sale mortgage sourcing and application software without re-keying any of their client details. This will speed up the process of recommending mortgages and provide new cross sale opportunities for Dashboard users. The sophistication and flexibility of Nereus Infotek and Trigold systems has enabled us to create this pioneering link.”

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Instruct Dashboard Conveyancing

To instruct us to act as conveyancers for your transfer of equity, simply fill in as much of the form below as you can.

Don't worry if there are any questions you can't answer, we can deal with those later on.

Alternatively, simply click here and we will call you back and take your instruction over the phone.

Personal Details
Title:
First name:
Middle name:
Last name:
Postal address - line 1:
Postal address - line 2:
Town:
County:
Postcode:
Home telephone:
Work telephone:
Mobile telephone:
Email address:
Is the address of the property involved in the transfer the same as your current address?
Yes:
No:
If no, what is the address of the property involved in the transfer of equity?
Address line 1:
Address line 2:
Town:
County:
Postcode:
Is the property you are transferring jointly owned with anyone else?
Yes:
Their first name:
Their middle name:
Their last name:
No:
Do you want to add a new name to the property's deeds?
Yes:
The new name to be added is:
No:
Do you want to add another new name to the property's deeds?
Yes:
The new name to be added is:
No:
Do you want to remove a name from the property's deeds?
Yes:
The name to be removed is is:
No:
Do you want to remove another name from the property's deeds?
Yes:
The name to be removed is is:
No:
Is there a payment being made for this transfer?
If yes, how much? £:
Is there a mortgage on the transfer property?
Yes:
The lender's name:
Address line 1:
Address line 2:
Town:
County:
Postcode:
Will you be repaying this mortgage upon completion?
Yes
No
No:
Will there be a new mortgage on the property?
Yes:
The new lender is:
Address line 1:
Address line 2:
Town:
County:
Postcode:
No:
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