Sourcing

TriGold

Trigold is a leading provider of software to the intermediary mortgage market, and the only provider who has integrated compliance and mortgage sourcing software. Trigold's core products provide sourcing for mortgage professionals comprising initial fact find and data collection, sourcing and application submission capabilities, complemented with a suite of compliance solutions.

Trigold is currently the mortgage sourcing system of choice for over 18,000 professional mortgage advisors.

Cost

£20 plus VAT for Prospector AAA.

Please note, each Trigold licence (£20+ VAT) can be used independently on two PC’s/Laptops which can reduce the price been paid every month. For example: If you have 4 advisors, you can request 2 Trigold Licences’ (2x £20+VAT) and use each user name and password, twice.)

Useful Trigold documents:

• Auto Back-Up Sales Sheet
• Client Briefcase Sales Sheet
• Installation Guide
• Outlook Integration Guide

Contact LIME direct helpdesk for full details on:

0113 2582258 Or
e-mail us at:enquiries@limedirect.co.uk

Order your copy

Download Software request form here

Standing Order Mandate

Download Standing Order Mandate form here

Products

Prospector AAA

Compliance Shield

Prospector AAA

What is Prospector AAA?

Prospector AAA is Trigold's sourcing software solution for FSA regulation. It's a new version of their Prospector system. It combines ease of use with powerful analytical tools that ensures you can provide the highest level of service to your customers with ease and certainty. In addition it also provides all FSA required documentation such as the Initial Disclosure Document, Key Facts Illustration and Suitability Letter. This enables you to sell regulated mortgages in a compliant manner.

Features & Benefits

Prospector AAA comes complete with the Trigold triple-A rating: Accurate, Advanced & Assured.

Accurate

• Accurate data input by our dedicated mortgage audit team.
• Accurate calculations through sophisticated financial models.
• Accurate KFIs within the FSA's tolerance.

Advanced

• E-trading capabilities with over 60 lenders.
• Insurance integrations for cross-sale opportunities.
• Sophisticated analytical tools such as Total to Pay Calculator, Remortgage Analysis and Flexible Mortgage Calculator.
• 'Open' technology supports links with back-office system integrations.

Assured

• Comprehensive product verification process with Lenders.
• Sourcing results highlight verified products.
• Facility for lenders to verify Trigold produced KFIs.
• Seamless migration from current MCCB version to FSA processes and documents eliminating any disruption to your business.

Compliance Shield

What is Compliance Shield?

Compliance Shield™ is integrated with the Prospector AAA mortgage sourcing software. Whenever you print or email documents as part of your sales process, they are saved off-line and then automatically transferred to a secure online warehouse when you next perform a product update. Because it's an automated solution it makes the process quicker and easier.

Features & Benefits

• Automated point of sale capture of compliance docs
• Date and time stamped documentation
• A digital audit trail of your sales activity
• All documents automatically saved in secure database
• Secure, remote access to documents at any time
• Remote audit and reporting tools

To gain access to Compliance Shield, or for more information, please contact Trigold directly on 0870 241 5465 or visit their website at http://www.trigold.co.uk/