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For the advisor providing regulated mortgage advice, sourcing systems are the essential tool they need to both fulfil compliance requirements and provide best advice to their clients. In fact, a mortgage is sourced on Trigold every second!
The growth in both the number and complexity of mortgages has been a key driver in the development of sourcing systems as the more complex the products become the more an advisor needs a system to aggregate and analyse that information. The primary function of the sourcing system is to compare the customer information gathered in the research (Fact Find) with the underwriting criteria of the lender. It is the place advisors come to assess their client and the appropriate product for them.
However, it is not only mortgage products that the advisor will be using the system for find: they might also be providing advice on term assurance, buildings and contents insurance, payment protection insurance, pensions etc.

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These products not only allow the advisor to provide broader advice to the customer, but also provided the advisor with more revenue opportunities. And with the increase in the number of products the advisor covers, there has been a growing need by the advisor for systems to manage their relationships with the customers. Again, something that systems like Trigold provide.
Sourcing systems have come a long way from simple data repositories to become an integral part of the advisor’s selling, compliance and customer management process.
What that means for you, the advertiser, is that by promoting your products on the Trigold system, you are reaching the heart of the advice process on the key tool the advisor uses to make their recommendations at the point-of-sale.
Key Benefits of advertising on trigold Users: all Trigold users are either Directly Authorised or Appointed Representative Mortgage Brokers and IFAs Adverts on Trigold are at the Point of Sale, providing the opportunity to influence selection decisions as they are taken. With over 20,000 products on the Trigold system, advertising vastly increases awareness of brand and product at the point of selection. Advertisers can reach 14,000 of Trigold’s 26,000 users directly at the point of sale; a market worth over £79.8bn (in 2007) and representing 37% of all UK intermediary mortgage sales. All spaces are exclusive. Users are never presented with a ‘white noise’ of adverts. Trigold users use the system daily for all their cases yielding very high impression rates and Trigold only place adverts in prime positions relevant to an advisor’s search.
For more information about advertising on Trigold please call 08714 23 24 24 or email
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