Trigold unveils CRM partners

Trigold believes the publication of this list is crucial to the industry as firms using systems that do not have authorised integrations with Trigold may result in the loss of customer information and documents.

Partners are as follows:

• 1st Software
• Bluecoat
• BuildStore
• Charles Conrad
• Crystal
• Dashboard
• Focus [Home of Choice]
• i-map
• Intelliflo
• Intrinsic
• Midas [Mortgage Advice Bureau]
• MortgageKeeper
• MortgageStream
• Plum Software
• Intuitive [Positive Solutions]
• Sesame Office [Sesame]
• Toolbox [PTFS]

“Our goal at Trigold is to provide our 26,000 mortgage broker subscribers with integrated and secure systems upon which they can build their business," said Trigold managing director Martin Colyer.

“In order to provide a secure, robust IT platform to cover the whole business, we provide supported interfaces with a wide selection of Authorised Partners. These include leading business management/CRM providers which incorporate front office/back office and compliance systems.

“Only authorised and supported integrations will be reviewed and tested by Trigold resulting in the reliable and robust service our clients require for their businesses and their customers. We’ve published this list to remove any confusion as this is such an important decision for many brokers and networks."

The firm will be issuing a separate list of Authorised Insurance and Conveyancing Partners shortly.