Christopher Tanner, managing director of HomeLoan Partnership, said: “The selection of software is very important to ensure we maximise the efficiencies of our members at the same time ensuring they are operating in a compliant manner in the provision of advice to their clients.
“The utilisation of TrigoldCrystal enables our members to offer a first class service to their clients with their easy to use, logical software.
“We have also identified other areas of our business that we are working with TrigoldCrystal to develop that over time will deliver additional benefits to our advisers.”
Jon Whitmore, chief executive officer of TrigoldCrystal, added: “We are especially delighted as this is the first major agreement resulting from our significant Prospector Version 9 investment.
“Over the years we have worked closely with HomeLoan Partnership to assist them in creating the most efficient sourcing, application and compliance process to meet the needs of their clients as well as the regulatory enforcers.
“We’re looking forward to further developing a long and productive working partnership with the HomeLoan Partnership as it continues to build on its success.”
