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 Tutotials, 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 Tutotials, Download Sales Materials, book Nationwide Roadshows, Online Training and much more
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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 Tutotials, Download Sales Materials, book Nationwide Roadshows, Online Training and much more.
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Read more about Prospector.
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