trigold © copyright 2008 trigold. trigold © copyright 2008 trigold rbs intermediary 2008 roadshow...

TRIGOLD

© Copyright 2008 Trigold

TRIGOLD


RBS INTERMEDIARY 2008 ROADSHOWMORTGAGE SOURCING & SO MUCH MORE…

TRIGOLD


MORTGAGE SOURCING & SO MUCH MORE…

How to earn more by utilising Trigold more effectively?

RBS INTERMEDIARY 2008 ROADSHOW

TRIGOLD



The credit crunch

Effect on the mortgage market

Effect on you the advisor


TRIGOLD



Tougher market reducing proc-fee income

Council of Mortgage Lenders

Q1 2007: 238,000 loans

Q2 2008: 142,000 loans (-40%)

Lowest lending since 1992

House prices (April 2008)

Halifax Index = -1.1%

Land Registry = -0,4%

CREDIT CRUNCH

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How does Trigold help?


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The availability of mortgage products is as difficult to maintain as it has ever been, given the volatility in the market where we see lenders pulling rates with little notice. Trigold assists you in keeping up to speed with all available lenders’ products at any one time.


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Trigold is more than just a sourcing system and enables you to earn income from areas other than just the mortgage product.

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

Pre-population of data from the fact find to all other areas creates efficiency as there is no need to re-key the same client data.


TRIGOLD



There are integrations with many providers that enable you to gain quotes and submit proposals directly from Trigold , increasing efficiency and the speed of processing.

No need to re-key client data will automatically pre – populate data from the fact find.


TRIGOLD



Related products available:

Insurance: Building & Contents, MPPI, Term – New Version 8

Conveyancing

Secured loans

Commercial loans


TRIGOLD



Insurance focus to version 8


TRIGOLD


BENEFITS TO THE ADVISOR

Increase in income from insurance cross sales now and in the future

Automated cost planner / quote system creates greater awareness

Efficient use of client data - pre-population

Automatically quotes on the advisors existing database - lead generation.

TRIGOLD


FURTHER ADVISOR BENEFITS

All can be undertaken offline or online - flexibility

Operate in a compliant manner in line with TCF

Allows the advisor to provide a more efficient service to their clients

At no extra cost to the advisor using the system

Visit www.trigold.co.uk/version8 to view version 8 demonstration videos.

TRIGOLD


SUMMARY

This process will help you to earn greater levels of income whilst providing an efficient service to your clients in the provision of their needs.

Giving clients peace of mind through providing long-term security

Helps to make the most out of your client relationships

Information is pre-populated into the insurance proposal forms providing greater efficiency

TRIGOLD


PROSPECTOR AAA V8.0EDIT CLIENT SCREEN

Insurance ‘Quick Quotes’

Client information

Case information Affordability

calculator

TRIGOLD


THE E-TRADING CENTRE

Ability to pre populate apps from fact find data.

Submit to over 50 lenders

Reduces manual re –keying and administration


TRIGOLD


THE E-TRADING CENTRE – ETC ENHANCEMENTSRBS INTERMEDIARY 2008 ROADSHOW

TRIGOLD


THE E-TRADING CENTRE – LENDER PROPOSITION ON THE DESKTOPRBS INTERMEDIARY 2008 ROADSHOW

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CONVEYANCING – THE BENEFITSRBS INTERMEDIARY 2008 ROADSHOW

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

TRIGOLD


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

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 standard subscribers.

RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING – THE BENEFITS

TRIGOLD


RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING - STEP 1. LAUNCHING FROM PROSPECTOR AAA

TRIGOLD


RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING - STEP 2. SOURCING & SELECTION

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RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING - STEP 3. REFER TO 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 directly with client & lender.

Commission paid immediately upon completion.

RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING - SELECTING A MASTER BROKER

TRIGOLD


Trigold provides you with the ability to earn commission

by placing a commercial loan with either a Master

Broker or a provider who will identify the best offering

for your client on offer in 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


The Trigold Business Academy organises professional training

events designed to equip regulated financial intermediaries

with the vital skills, knowledge and tools required to excel in

the financial advice market.

www.trigoldacademy.co.uk

RBS INTERMEDIARY 2008 ROADSHOWTRIGOLD BUSINESS ACADEMY

trigold © copyright 2008 trigold. trigold © copyright 2008 trigold rbs intermediary 2008 roadshow...

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