rbs intermediary 2008 roadshow

TRIGOLD

© Copyright 2008 Trigold

RBS INTERMEDIARY 2008 ROADSHOWMORTGAGE SOURCING & SO MUCH MORE…

TRIGOLD


MORTGAGE SOURCING & SO MUCH MORE…

Do you want to earn more money by utilising Trigold more efficiently?

RBS INTERMEDIARY 2008 ROADSHOW

TRIGOLD



The Credit Crunch and the effect on the Mortgage Market

Effect on you the advisor


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How can Trigold help?


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How?Trigold is more than just a sourcing system and offers you the ability to effectively earn income from other areas other than just the Mortgage Product.

Trigold creates a full audit trail throughout the sale process of the mortgage and mortgage related products.

Pre-population of data from the Fact Find to all other areas creating efficiency as no need to re-key the same client data.


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Trigold have several integrations with providers that enable you to gain quotes and submit proposals directly from Trigold , increasing efficiency and speed of processing.

No need to print off application forms and submit in the post , we can capture all the client data and deliver the apps directly to the Providers:

- Lenders

- Insurers

- Conveyancers


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THE E-TRADING CENTRE

Ability to pre populate apps from Factfind Data.

Submit to over 50 lenders

Reduces manual re –keying and administration

Creates a full audit trail on the desktop


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THE E-TRADING CENTRE –THE BENEFITS

Ease of Use

Pre-populates from the Fact Find, little extra data capture required

Speed of Decision

Maintains full audit trail on your desktop

Earn Income -Procuration Fees on Trigold to select best way to maximise income - Paid direct to you from lender.


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THE E-TRADING CENTRE – ETC ENHANCEMENTS


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THE E-TRADING CENTRE – LENDER PROPOSITION ON THE DESKTOP


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Related Products available:

Insurance:

-Building & Contents,

- MPPI

- Term Assurance

Conveyancing

Secured Loans

Commercial Loans


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INSURANCE


Gain Quotes and submit Proposals re:

Buildings & Contents

ASU

Term assurance

Access to over 13 providers fully integrated facility

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INSURANCE- THE BENEFITS


Ability to gain quotes and submit proposals to 13 different providers.

Pre – population of Data from the Fact Find into the providers proposal form.

Gain quotes and brings back the monthly premium populating the KFI automatically.

Trigold will very shortly be creating enhancements to our insurance facility to assist you in maximising earnings by generating quick quotes offline. Watch this space.

Very competitive commission rates offered by providers supplied directly to you.

HOME

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INSURANCE – INSURANCE PANEL


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CONVEYANCING – THE BENEFITS


Quick – pre-population of data from Prospector AAA.

Easy – simply click the button to launch.

Client Service – provide a complete end-to-end client service.

Income - Extra revenue streams.

Records – Some documents returned in Prospector AAA and KFI population for accuracy.

Free – both services are free to use.

HOME

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CONVEYANCING – CONVEYANCING PANEL


HOME

Select an Conveyancer

from the panel.

Note: Some Conveyancing firms

are not available on older or

network versions of Prospector AAA

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CONVEYANCING


HOME

Access Conveyancingfrom Prospector AAA

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An easy, safe, profitable and free way for Trigold users to

enter the secured lending market.

Commissions the same as if you had gone to a master broker

directly.

Unique to Trigold:

Fully integrated within Prospector AAA

Multiple lenders & master brokers in one place

Compliance documentation created automatically

RBS INTERMEDIARY 2008 ROADSHOWSECURED LOANS

TRIGOLD


Treat Customers Fairly by offering a secured loan option.

Provides an additional revenue stream.

Multiple lenders & master brokers in one location.

Intuitive application process.

Electronic submission of case to Master Brokers.

FREE to all Trigold subscribers.

RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING – THE BENEFITS

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SECURED LOANS SOURCING - Step 1. Launching from Prospector

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RBS INTERMEDIARY 2008 ROADSHOWSECURED LOANS - Step 2. Sourcing & Selection

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RBS INTERMEDIARY 2008 ROADSHOWSECURED REFERRAL Step 3. Refer to a Master Broker

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Selecting a Master Broker

For Master Broker information including commissions visit

www.trigold.co.uk/securedsourcing

After Referral…

Master Broker will contact you.

Master Broker liaises direct with client & lender.

Commission paid immediately upon completion.

RBS INTERMEDIARY 2008 ROADSHOWSELECTING A MASTER BROKER

TRIGOLD


Trigold provide you with the ability to earn commission

by referring a Commercial Loan to a Master Broker who

will identify the best offering for your client from on

offer on the High Street.

Ability to submit the application on line to speed up the decision process and reduction in Administration

Full pre population of data from Client Fact find with providers application form

RBS INTERMEDIARY 2008 ROADSHOWCOMMERCIAL MORTGAGES

TRIGOLD


RBS INTERMEDIARY 2008 ROADSHOWCOMMERCIAL MORTGAGES

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In Summary Trigold Can Help you :

Opportunities to transact not just in Mortgages

To be more efficient

Earn more income

Meet the needs of the FSA in Treating Customers Fairly


rbs intermediary 2008 roadshow

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