Share Client Data

Share Client Data - Client Briefcase

Rarely do we work alone. Client briefcase is a simple way to send cases from one Trigold user to another.

Simply select, save and send the case to colleagues, admin staff or a compliance officer.
A simple tool, essential for advisors.

Trigold Product Suite

Products
Mortgage Sourcing
Sub Prime & Specialist Lending
Mortgage E-Trading
Secured Loans
Commercial Mortgages
Insurance
Conveyancing
Client Data Back-Up
MS Outlook Syncronisation
Share Client Data
Automated Valuations
Compliance Solutions
Credit Checking
Leads
Business Management Software
Dashboard
Case Manager