Trigold has unveiled its new Case Manager software. It provides tools such as fee reconciliation and a commission summary. The software also provides brokers with the tools they need to satisfy TCF rules, says Trigold.
Based on the MortgageStream software, Trigold has customised the system to focus on the post-sale element of the client relationship and, pushes client data from the Prospector AAA sourcing system into Case Manager.
Paul Holden, sales director at MortgageStream, said: “To be picked by the leading software provider in the UK for mortgage brokers is a massive endorsement of our system. Unlike other solutions which rely on data being dragged between systems, Case Manager has been developed to push client files automatically from Trigold’s Prospector sourcing system into the case management file. This makes the management of the case quicker and easier for mortgage advisers. Additionally, the new system allows multi-user firms to administer client files centrally and collaborate with colleagues for maximise efficiency.
“With the FSA deadline for TCF management information just months away, there is massive pressure on firms to invest in an integrated point of sale and back office system as it will present a host of processing and business benefits.”
David Aylmer, marketing and business development director at Trigold said: “We have been integrated with MortgageStream for over four years and in that time we have got to know the people and the technology at MortgageStream and have been very impressed. Case Manager has been adapted to provide Trigold users additional control of their clients file from the point that the product is selected throughout the life of the mortgage sale and the sale of ancillary products.
“Perhaps the most important benefit for mortgage advisers is the ability of the system to automatically generate RMAR reports in minutes rather than hours or even days as is customary with more traditional methods. This compulsory document should not be a burden to produce.”