Download - RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWMORTGAGE SOURCING & SO MUCH MORE…
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
Do you want to earn more money by utilising Trigold more efficiently?
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
The Credit Crunch and the effect on the Mortgage Market
Effect on you the advisor
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
How can Trigold help?
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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.
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
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
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
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.
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
THE E-TRADING CENTRE – ETC ENHANCEMENTS
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
THE E-TRADING CENTRE – LENDER PROPOSITION ON THE DESKTOP
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
Related Products available:
Insurance:
-Building & Contents,
- MPPI
- Term Assurance
Conveyancing
Secured Loans
Commercial Loans
RBS INTERMEDIARY 2008 ROADSHOW
TRIGOLD
© Copyright 2008 Trigold
INSURANCE
RBS INTERMEDIARY 2008 ROADSHOW
Gain Quotes and submit Proposals re:
Buildings & Contents
ASU
Term assurance
Access to over 13 providers fully integrated facility
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TRIGOLD
© Copyright 2008 Trigold
INSURANCE- THE BENEFITS
RBS INTERMEDIARY 2008 ROADSHOW
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.
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TRIGOLD
© Copyright 2008 Trigold
INSURANCE – INSURANCE PANEL
RBS INTERMEDIARY 2008 ROADSHOW
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TRIGOLD
© Copyright 2008 Trigold
CONVEYANCING – THE BENEFITS
RBS 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.
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TRIGOLD
© Copyright 2008 Trigold
CONVEYANCING – CONVEYANCING PANEL
RBS INTERMEDIARY 2008 ROADSHOW
HOME
Select an Conveyancer
from the panel.
Note: Some Conveyancing firms
are not available on older or
network versions of Prospector AAA
TRIGOLD
© Copyright 2008 Trigold
CONVEYANCING
RBS INTERMEDIARY 2008 ROADSHOW
HOME
Access Conveyancingfrom Prospector AAA
TRIGOLD
© Copyright 2008 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
© 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 subscribers.
RBS INTERMEDIARY 2008 ROADSHOWSECURED SOURCING – THE BENEFITS
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOW
SECURED LOANS SOURCING - Step 1. Launching from Prospector
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWSECURED LOANS - Step 2. Sourcing & Selection
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWSECURED REFERRAL Step 3. Refer to a Master Broker
TRIGOLD
© Copyright 2008 Trigold
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
© Copyright 2008 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
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWCOMMERCIAL MORTGAGES
TRIGOLD
© Copyright 2008 Trigold
RBS INTERMEDIARY 2008 ROADSHOWCOMMERCIAL MORTGAGES
TRIGOLD
© Copyright 2008 Trigold
MORTGAGE SOURCING & SO MUCH MORE…
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