Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.
Case Manager provides tools including fee reconciliation and a commission summary and also provides brokers with the tools they need to satisfy TCF rules. The new software is based on MortgageStream, a software system which Trigold has customised to focus on the post-sale element of the client relationship and which pushes client data from the Prospector AAA sourcing system into Case Manager. Paul Holden, sales director at MortgageStream, explained: "Case Manager has been developed to push client files automatically from Trigold's Prospector sourcing system into the case management fil...
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