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.”
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