TrigoldCrystal: Choice of the Professional
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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.
Assureweb enhancements:
- 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.
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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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