TrigoldCrystal: Choice of the Professional

What’s new?

8.5 is here!

• Equity Release Suitability Letter, Equity Release Fact Find, and Equity Release Comparison (Sourcing Results) are all returned to Prospector from the Equity Release system. Please note: the Fact Find will only be returned following preview.

• Main Screen
• We have added 2 buttons on to the Main Screen:
• “Assureweb Quick Quote”. This will open the login box and once logged using your Assureweb credentials will access the Assureweb Quick Quote system.
• “Assureweb Applications”. This will open the login screen and take you to the application area of the Assureweb website.
• Edit Client Screen
We have created an access area above the insurance indicative quotes area with two buttons:
• Apply - This will open the login screen and take you to the application area of the Assureweb website.
• Quote - This will open the login box and once logged using your Assureweb credentials will access the Assureweb Quick Quote system.

Read more about Prospector.

What’s new?

Version 4.8

• Online Mortgage Sourcing based upon Fact Find Requirements and Preferences
• Website Configuration options for mortgage sourcing and best buys
• Leads fed into CRM via webtools providing Mortgage Requirements and products selected
• Lead Management Portal enabling quick response and case
• Automated enquiry email
• Flexible Portals enabling user to customise number of records
• Diary and enhanced marketing opportunity dates/appointments

Read more about CRM.

TrigoldCrystal Web Tools

Simple additions for your website to engage clients and generate leads.

• Instant Mortgage Sourcing on your website - Fully configurable!

Read more about Your Site Sourcing.

• Add the top 5 Best Buy Mortgages to your website, updated daily! - COMING SOON!

Read more about Best Buy Mortgage Tables.

Mobile App Development

Applications for all Mobile Platforms

Read more