Generating quotes and referring cases to your preferred conveyancer can be done in just seconds and is a convenient and quick way of increasing your business income.Commissions are typically at a fixed rate of £100 - £200 per case and all you have to do to earn this is instruct the conveyancer. From then on they will handle all the legal paperwork paying you the commission at the agreed time. Download this guide for help using Trigold's Conveyancing links.

Case Manager can really help you become more efficient and keep track of all cases whilst helping with compliance. The series of these guides will be added to regularly so please check back for more.

It is important to remember that a lead is a piece of information about a prospective customer who has expressed an interest in receiving advice. How you work the lead is as important as the lead itself. Follow these simple tips and you could see your conversion rates dramatically improve.

Case Manager is the new case management software from Trigold. Case Manager is there for you to take care of every aspect of case management following advice on the Prospector AAA. And in addition to individual case administration, Case Manager has tons of other features including a host of business management tools to help with FSA compliance and RMAR.

In the current environment, with house-price inflation slowing and lending criteria getting ever tighter it is vital to ensure the valuation is accurate. Many case delays are because clients tend to over-value their homes when applying for a remortgage or second-charge finance.

The new Trigold Case Manager is a mortgage back office or case management system designed specifically to integrate with Trigold Prospector. Data and Documents created in Prospector AAA are sent to Case Manager after the mortgage sourcing has been completed and when the client has agreed to proceed with an application.

What you do before you start a lead generation campaign is as important as what you do when you receive the leads. Making sure you have the correct processes and procedures in place will maximise your return on investment from buying leads.

Lead Generation is a marketing activity that allows you to source new business in a controllable and measurable way. A lead is a piece of information about a consumer who has stated they are interested in a product or service which you provide and requested to be contacted about that product or service.This guide will help you to understand more about leads.

This guide provides you with an overview of how to access and use the Secured Sourcing module.

Perform credit reports with your customers to ensure that the information you enter into the Fact Find is completely accurate. Equifax are the leading credit reference agency and together with Trigold are providing discounted credit reports to Trigold users and their clients. Get to know your customers better and find them the best mortgage... with no hidden surprises. Download this guide for help using Trigold's exclusive Equifax integration.

This document provides you with the technical requirements for Case manager.

As you complete the mortgage sales process you have an ideal opportunity to present insurance options to your client where appropriate. Download this guide for help using Trigold's Insurance links.

We have developed the E-Trading Centre (ETC) to offer a quicker and easier way to send mortgage applications and hope that you enjoy the benefits. With over 50 leading lenders able to receive online applications, and access to over 100 application forms, Trigold’s E-Trading Centre is the undisputed leader in mortgage trading. ETC is the most widely supported mortgage trading platform in the market today.Download this guide for help sending Mortgage Applications using ETC.

Fact. Most intermediaries prefer Prospector AAA to any other system. Why? Simply because Prospector AAA is the most comprehensive mortgage sourcing system on the market.