Project Description
Mortgage CRM Platform for Brokers
Dashly is a CRM platform tailored to mortgage brokers – enabling them to manage the entire customer journey: from lead capture and deal alerts to offer generation, case management, and regulatory reporting. Yolk Studio designed a modular experience system that supports multiple user roles, workflows, and financial data layers – all wrapped in a clean, intuitive interface. We translated Dashly’s business logic into UX clarity, helping thousands of advisers navigate complex scenarios with confidence. 📣🧡 Built with taste, tech, and tenacity. Curious what we’d build with your brand? Let’s find out.