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Sourcing Systems
Trigold Crystal
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You can now enjoy the benefits of the integration of Trigold Prospector and Toolbox. The main advantages are prepopulation of client data and automatic saving of compliance documents. Key features include:
- Market leading sourcing system
- Large Lender Panel
- Proficient Compliance Processes
- Time savings due to reduced data inputting time
- Research carried out automatically saves against client file
- On and Offline fact finds
- Fact find automatically pulls through to information suitability letter
- Quick and easy mortgage applications/AIP's
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Mortgage: Brain
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You can now enjoy the benefits of Mortgage Brain and the Mortgage Trade Exchange being integrated with Toolbox. Key advantages are prepopulation and drastic time savings! The main features include the following:
- Market leading sourcing system
- Reduction of data input time
- Mortgage Brain with memory - no need to re-key
- Any research carried out will automatically save against Compliance file
- Fact find will automatically pull through information to Suitability letter
- Client data is retained in one place
- Reduction in scanning time
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