The software also provides brokers with the tools they need to satisfy TCF rules.
Based on MortgageStream software, Trigold has customised the system to focus on the post-sale element of the client relationship and pushes client data from the Prospector AAA sourcing system into Case Manager.
Paul Holden, sales director at MortgageStream, said: “Unlike other solutions which rely on data being dragged between systems, Case Manager has been developed to push client files automatically from Trigold’s Prospector sourcing system into the case management file. This makes the management of the case quicker and easier for mortgage advisers. Additionally, the new system allows multi-user firms to administer client files centrally and collaborate with colleagues for maximise efficiency.
“With the FSA deadline for TCF management information just months away, there is massive pressure on firms to invest in an integrated point of sale and back office system as it will present a host of processing and business benefits.”
