The New Era Of

Fast, easy, efficient financial advice is here.

Book a free demo and discover how MyDash can boost your mortgage advice business.

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  • Steps

    Easy to use

    Keeping it user friendly for both you and your clients.

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    Saving you time

    Streamlined automated experience to give you back your time.

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    Peace of mind

    Know that you are up to date and compliant.

  • The cloud based solution that lets you be the best version of yourself. Don't let technology hold you back!

    How often do you feel you're chained to your desk processing applications when you should be giving quality time to your clients? Being a great adviser means time focused on your clients' best interests and future client origination. MyDash is cloud-based, built to get you moving, allows access by mobile, tablets and personal computer, and is designed with your client in mind.

    Optimise efficiency and achieve more with MyDash

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    MyDash Seamlessly connects advisers with clients like no other

    Getting a home loan is a journey in itself. MyDash looks at the whole journey to ensure the client, the adviser and the lender all get the benefit of great technology. It offers a seamless flow from client application through to the loan application to the bank.

    MyDash is tailored for your clients

    Our unique client dashboard serves as a secure hub for collecting information, communication, progress tracking, and storing all home loan details.

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    MyDash is tailored for advisers

    MyDash provides advisers with a versatile mission control centre for both office and remote work. Our cloud-based solution ensures flexibility and compliance.

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    MyDash is tailored for aggregators

    MyDash ensures governance, compliance, and security for aggregator groups. It provides a comprehensive view, monitors adviser activities, ensures compliance, and facilitates audits.

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    Giving you back your time

    Saving time for clients and advisers through streamlining and automation.

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    Keeping it simple

    In the modern world it’s not about having too many bells and whistles, less is more.

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    Being the best version of you

    We believe that by giving you the tools and making you look amazing in front of your clients you’ll thrive.

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    Peace of mind

    Worried about compliance. We make sure you never miss a beat and are as transparent as you can be with your clients.

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    Anywhere, anytime

    Like your clients, you should be able to start the home loan journey, anywhere anytime. MyDash is good to go on mobile, tablet and desktop.

    Dynamic by nature!

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    Intuitive flow

    Our user flows are built by advisers for advisers. MyDash is owned and operated by industry veterans.

    Automated compliance

    Simplify the task, eliminate the risks and create the best outcomes for your clients.

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    Ready for your brand

    Built to white label. Make MyDash part of you brand with our white label branding tools.

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    Create amazing customer journeys

    With our customer application and dashboard, your clients can embark on their home loan journey at their own pace, learn the fundamentals, and securely upload their personal information in a user-friendly environment. Mydash gives them their own home base, and a safe and secure environment to work in.

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    Frequently asked questions

    Can I sync my client emails to MyDash?

    Can I use MyDash on phone or tablet?

    Can I give access to my team?

    Is MyDash secure?

    Where is MyDash available?

    Does MyDash allow clients to apply online?

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