The enhanced system comes with a set of predefined tools for the benefit of advisors to get up and running immediately coupled with the added benefit of providing the ability to tailor the system to address specific business needs.
The statements, questions and reporting built in are aimed to help in a simple and practical way by address the principles as defined by the FSA, but without becoming a tiresome exercise or burden on your business.
At a time when broker solutions are needed most, the Dashboard system has been specifically designed to cover the complete client and product life cycle from Lead through to Completion, reducing paperwork and re-keying, so saving time. By giving you the tools to manage all areas of your company, you can increase productivity, thus increasing profitability.
The system will be on display at this year’s Mortgage Business Expo on Trigold’s stand D10.
David Aylmer, business development and marketing director at Trigold said; “Treating Customers Fairly is now engrained into every part of the advice process and with the December deadline almost upon us; there has never been a better time for advisors to find the right solution for their businesses. The enhancements to the Dashboard system offer a lighter-touch way of managing TCF and we look forward to showing off this system at the Expo.”
