As brokers, you rely on mortgage sourcing systems to research the market and provide an audit trail of recommended products.
Sourcing systems are an integral part of the sales process – and built into that sales process is research, recommendation and showing comparisons or products depending upon client specific requirements. These systems also produce compliant KFIs and assist in providing a compliance trail.
We are delighted to have linked up with two market leading partners, Mortgage Brain and Trigold Crystal, to offer fantastic rates on sourcing systems to TMA members.
Key Benefits
- Product guarantee
- Browser functionality
- True cost calculation
- Online property valuation
- Enhanced Buy-to-Let filtering
Costs
- NEW Mortgage Brain users - Enjoy ALL NEW MortgageBrain for just £15 per month plus VAT per license! If, for some reason, you wish to cancel your subscription within the first 90 days – ALL NEW MortgageBrain provide a 90 day money back guarantee!
- EXISTING Mortgage Brain users - Enjoy ALL NEW MortgageBrain at no extra cost! Upgrade today!
- TrigoldCrystal – As a member of TMA Mortgage Club there is a 3 months FREE trial for non-Trigold/Crystal users for both Prospector & CRM.
• For existing users - Prospector is £17.50+VAT per month (instead of £29+VAT)
• & CRM is £29+VAT per month
• Or a combined deal of £45+VAT per month
Fill out the Direct Debit Mandate (see below) and email it or fax it to 0845 465 3043. Upon receipt of the form Trigold will create access to the software you have ordered and provide training to assist. The
Installation User Guide and details about using
Client Briefcase can be found online.
