TrigoldCrystal: Choice of the Professional
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What’s new?
8.4 is here!
This functionality now incorporates the total to pay calculation, including the ability to enter a range of different broker fees. It provides you with the ability to compare two products side by side, either over the entire mortgage term or alternatively a selected total to pay period, to provide an analysis of the total mortgage cost including fees etc over a given time period (often known as a “true cost calculation”) This is especially useful for advisors wishing to give a comparison between, for example, an Intermediary mortgage product and a lender direct product with different broker fees being charged for each option.
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Find out more about how to use Prospector, View Video Tutorials, Download Sales Materials, book Nationwide Roadshows, Online Training and much more
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What’s new?
Version 4.52
- Activity Management Screen - Complete overview of the events happening on your CRM system.
- Notes - You can now access all notes on CRM in one place.
- Case Details - Greater control of Audit Features and Notes.
- Enhanced Compliance Auditing
- Performance Enhancements for a faster system!
- And lots more…
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Find out more about how to use CRM, View Video Tutorials, Download Sales Materials, book Nationwide Roadshows, Online Training and much more
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TrigoldCrystal Web Tools
Simple additions for your website to engage clients and generate leads.
Your Site Sourcing
- Instant Mortgage Sourcing on your website - Fully configurable!
Best Buy Mortgage Tables
- Add the top 5 Best Buy Mortgages to your website, updated daily! - COMING SOON!
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Mobile App Development
Applications for all Mobile Platforms
TrigoldCrystal are at the forefront of information technology development. With the growth of mobile technology we are helping our clients capitalise on this new opportunity to use flexible, mobile solutions to support their business.
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Training
Upcoming Business Academy events:
And don’t forget...
...we run a series of free live Online Training Sessions that you can access from your own desk.
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Find out more about how to use Prospector and CRM, View Video Tutorials, Download Sales Materials, book Nationwide Roadshows, Online Training and much more.
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Read more about Prospector.
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