TrigoldCrystal CRM: Illustration Management PDF Print E-mail

Single fact find - multiple source!

On completion of the Fact Find the ability to source illustrations becomes available. Within the Illustration Management Module the User has the ability to source via a wide variety of sourcing partner using the single Fact Find information. This is one area in particular where Momentum stands out from its competitors. Due to the success of Momentum and its large User base sourcing tools want to be on the platform enabling TrigoldCrystal to offer complete flexibility to all Users and Networks.

All our sourcing partners provide two way documents and data integration:




Key Features
  • Unique Auto Quote functionality. Source a Mortgage and receive auto quotes for all other lines of business without even entering the other sourcing tools

  • Discuss the full protected Mortgage on a single source via the Total Cost Summary Screen

  • Discuss budget before and after the new illustrations via the Total Cost Summary Screen

  • View a simple Remortgage Cost Comparison screen to aid the sale

  • Compliance Risk Prompts displayed on recommending products, providing tips for the Record of Suitability and indicators for Compliance checking

  • Link to Lender/Provider Intermediary sites

  • Manually attach KFI or Statement of price for external source

  • Comparison quotes available through Assureweb

  • Pensions and Bonds available through Assureweb