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Compliance/Case Management |
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Trigold has simplified case management by adding a simple compliance checklist for each case, making compliance audits faster and more reliable.
 More information... |
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Self-Cert & Fast Track
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The System will be enhanced in order to differentiate between Self cert and Fast Track mortgages.
More information... |
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ENC (Enhanced non-conforming) |
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Sourcing clients with arrears will be greatly improved by allowing the advisor to state whether arrears will be cleared before or on completion.
More information... |
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Filters & Buy to let
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Duration Filter:
The pre source screen will have a new duration option allowing advisors to set a bespoke duration period. Where there are no early redemption penalties, products of a longer duration will also be returned. Lifetime products will also be catered for.
More information...
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Buy-to-let: The Buy-to-let calculation will be improved to take into account all of the variations used by lenders when calculating borrowing levels/income cover.
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Exclusive Products
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Allowing networks to only view exclusive products that they have access to.
Advisors with an all lender panel will be able to manually delete packagers/mortgage clubs who they are not able to use.
More information... |
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TTP and Remortgage Analysis
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TTP: The total to pay calculator will become more transparent. A new screen is to be included to show the total to pay calculation. It will also be possible to calculate the total to pay by months and years.
More information... |
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Re-mortgage analysis: The re-mortgage analysis tool has been re-designed to cater for this. It will also be possible to do the calculation over months and years.
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