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Dashboard Software integrates document scanning solution

Amanda Jarvis

November 15, 2004

The integration allows all documents, electronic or scanned paper, produced in the life of a case to be stored electronically against the case. All documents related to a case can then be searched for and displayed on screen instantly.

Lindenhouse specialise in providing Invu document management solutions to Mortgage and Financial services business sectors. The solutions provided saves time and money whilst improving customer service.

Alison Jackson, Sales director at Lindenhouse says, “The integration with Dashboard again demonstrates our aim to provide low cost, seamlessly integrated document management solutions to the Mortgage and Financial services business sectors.  The work that both parties have undertaken has provided one of the best solutions for this sector that I have seen”

David Aylmer, Joint Managing Director at Dashboard Software says “With the new FSA rules in place stating that all documents relating to the sale of a mortgage must be kept for at least 3 years and with compliance officers already advising that they should be kept ad infinitum, document management is going to become a huge issue. In the life and investments market, which the FSA has regulated for many years, history shows that complaints can occur many years after the sale and if the advisor has no record of the original transaction, then they have no solid ground from which to defend themselves. This integration solves the issue and shows our commitment to helping the mortgage market in these changing times.”


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