The integration is due to be released to the market in December.
Advisers using The Lending Wizard on Prospector and CRM will be able to source both secured and unsecured loans and will reduce the time it takes to do this with the integration of customer data between the two systems coupled with The Lending Wizard’s one application form process.
David Thompson, sales director at TrigoldCrystal, commented: “The Lending Wizard loans system is a great addition to our Prospector and CRM software for advisers working with clients who are looking for finance where a traditional mortgage is not the best advice. By having The Lending Wizard integrated to our mortgage sourcing system means advisers can quickly switch over to look at other options. As a Master Broker, The Lending Wizard will provide advisers and their clients with a first-rate service, quick processing, and great fees."
