Download - RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWMORTGAGE SOURCING & SO MUCH MORE…
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
How to earn more by utilising Trigold more effectively?
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
The credit crunch
Effect on the mortgage market
Effect on you the advisor
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
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RBS INTERMEDIARY 2008 ROADSHOW
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
TRIGOLD
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MORTGAGE SOURCING & SO MUCH MORE…
How does Trigold help?
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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.
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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.
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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.
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
Related products available:
Insurance: Building & Contents, MPPI, Term – New Version 8
Conveyancing
Secured loans
Commercial loans
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
Insurance focus to version 8
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 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
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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
© Copyright 2008 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
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PROSPECTOR AAA V8.0EDIT CLIENT SCREEN
Insurance ‘Quick Quotes’
Client information
Case information Affordability
calculator
TRIGOLD
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THE E-TRADING CENTRE
Ability to pre populate apps from fact find data.
Submit to over 50 lenders
Reduces manual re –keying and administration
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
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THE E-TRADING CENTRE – ETC ENHANCEMENTSRBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
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THE E-TRADING CENTRE – LENDER PROPOSITION ON THE DESKTOPRBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
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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
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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
TRIGOLD
© Copyright 2008 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
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RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING - STEP 1. LAUNCHING FROM PROSPECTOR AAA
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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
© Copyright 2008 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
© Copyright 2008 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