| TrigoldCrystal adds debt management module to sourcing system |
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| Written by TrigoldCrystal |
| Tuesday, 30 June 2009 00:00 |
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TrigoldCrystal is due to release a new debt management module to their award-winning Prospector AAA mortgage sourcing system. The new module will provide brokers with the opportunity to help clients who may be struggling to meet their financial commitments. With the new Debt Management module on TrigoldCrystal brokers can demonstrate that they have explored the immediate options available to your client and where these options are either unavailable or inappropriate you can refer the client to specialist debt manager. The system will offer a panel of firms who specialise in this area with leading debt solution provider Euro Debt already live on the system. Accessing debt management is quick and simple from either the ‘edit client’ screen or following a debt consolidation review. David Aylmer, marking director at TrigoldCrystal believes that the audit trail provided by the system is crucial. “Usually the use of a debt management solution comes at the end of the process when more traditional vehicles such as a remortgaging are not available. It is therefore crucial that brokers confirm that this type of referral is the correct option for their client. With this is mind we have built a series of questions into the programme to help brokers and their clients determine whether referral to a debt management company is the right option. The answers to the questions are recorded and automatically saved into a ‘Debt Management Suitability’ document. This ensures that there is a permanent record for the protection of the broker and the client. We’re delighted to announce the launch this new facility and look forward to announcing new partnerships with debt management firms over the coming weeks and months.” |
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