All-in-One ERP for Brokers

Transform your brokerage operations with Dashing's comprehensive ERP solution. From real-time quoting to financial dashboards, we've built everything brokers need to streamline operations and drive profitable growth.

Real-Time Quoting

Generate accurate quotes instantly with automated pricing engines and real-time market data integration. Eliminate delays and close deals faster.

Finance Dashboards

Track revenue, commissions, and profitability with comprehensive financial reporting. Make informed decisions with clear visibility into your business performance.

Inventory & Compliance

Manage inventory and ensure regulatory compliance with automated tracking and audit trails. Never miss a renewal or compliance requirement again.

Team Collaboration

Unite your team with shared workflows, client communication tools, and role-based permissions. Everyone stays aligned and productive.

Workflow

From Enquiry to Growth, Simplified

Our streamlined workflow transforms complex brokerage operations into a seamless, efficient process that drives results at every stage.

  1. Step 1

    Capture Enquiries

    Centralise all client enquiries from multiple channels into one unified system for immediate action.

  2. Step 2

    Quote Instantly

    Generate competitive quotes in minutes using real-time pricing data and automated calculations.

  3. Step 3

    Track Sales & Finance

    Monitor every deal's progress whilst maintaining complete financial oversight and reporting.

  4. Step 4

    Grow Profitably

    Scale your operations with data-driven insights and automated processes that increase efficiency.

Onboarding

Seamless Setup, Full Support

Transitioning to a new ERP doesn't have to be stressful. Our comprehensive migration and onboarding process ensures you're up and running quickly with complete peace of mind.

Data Migration Made Easy

Our expert team handles the complete transfer of your existing data, ensuring nothing is lost and everything is properly configured in your new system.

Ongoing Support & Satisfaction Guarantee

Dedicated customer success managers provide continuous support. Our satisfaction guarantee means we're committed to your long-term success.

1

Plan & Assess

We review your current workflows, data structure and objectives.

2

Migrate & Configure

Data is transferred securely and the environment tailored to your needs.

3

Train & Launch

Your team receives role‑specific training before go‑live.

Full Training & Onboarding

Comprehensive training programmes for your entire team, from basic navigation to advanced features. We ensure everyone is confident using the system.

Role-Based Sessions
Knowledge Base Access
Post-Launch Support

Peace of Mind with Compliance Built-In

Security and regulatory compliance are at the heart of everything we do. Our robust infrastructure and processes give you confidence whilst protecting your clients' sensitive data.

Secure Cloud Hosting

Enterprise-grade security with 99.9% uptime guarantee. Your data is protected with military-level encryption and regular security audits.

ISO-Aligned Processes

Built on industry best practices and ISO standards, ensuring your operations meet the highest quality and security benchmarks.

Comprehensive Audit Trails

Every action is logged and traceable. Generate detailed compliance reports instantly to satisfy regulatory requirements and internal audits.

Role-Based Access Control

Granular permissions ensure team members only access what they need. Protect sensitive information whilst maintaining workflow efficiency.

See Dashing in Action

Experience firsthand how Dashing ERP can transform your broker operations. Book a personalised demonstration tailored to your specific needs and challenges.

Trusted by Brokers Across North America & Europe

Join the growing community of brokers that have streamlined their operations, improved their profitability, and accelerated their growth with Dashing ERP.

Complete Migration Support

Our expert team ensures a smooth transition from your current system with zero data loss and minimal downtime.

Comprehensive Onboarding

Full training programmes and dedicated support ensure your team is confident and productive from day one.

Satisfaction Guarantee

We're so confident in Dashing ERP that we back it with our complete satisfaction guarantee.