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 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."
David Aylmer, marketing and business development director at Trigold added:
"Perhaps the most important benefit for mortgage advisers is the ability of the system to automatically generate RMAR reports in minutes rather than hours or even days as is customary with more traditional methods. This compulsory document should not be a burden to produce."To comment, contact Rob Kingsbury, on 0207 484 9926 or email [email protected]
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