Online Training


Focused, Convenient, Free

Every week we run a full program of convenient 15 minute online training sessions which demonstrate individual features of the system's functionality and give you the opportunity to ask questions of the trainer throughout. Online training is accessible from anywhere - all you need is a computer, internet connection and telephone ...it's easy!



How it works

1. Choose a Session: select a topic you would like to learn more about from the list below.
2. Book a Place: register for a session and you will receive an email confirmation containing joining instructions (a web link for the visual and conference call number to talk with the trainer).
3. Click, Dial, Join: At the correct time, click the link, dial the number and you will join the training. It really is as simple as that!

  • Trigold: The Basics

    Trigold - the basics
    New to Trigold or just want to go over anything you are unsure of? This session will give you a solid overview of the system then concentrate on the core area of mortgage sourcing. See why Trigold really is sourcing and so much more...

  • Using Trigold to work smarter


    Using Trigold to work smarter

    Ok so you use Prospector everyday but are you making the most of it? This session focuses on the things you can do to make the most of your time and effort when creating and looking after your cases.

     

  • More Money

    More Money
    Following on from the efficiency savings of the previous session, this session shows you exactly how and where you can maximise earnings from each case - highlighting the opportunities and the easiest ways to exploit them.

  • Tips and Tricks of prospector AAA


    Tips and Tricks

    Even when you have been using Prospector for years, it’s almost certain there are things you don’t know about. Let us show you some of the best.

     

  • Case Manager

    Trigold Case manager
    Trigold Case Manager is designed to pick up the case once you have sourced and selected a product, the case can be passed to TCM for case tracking and processing.

  • Prospector AAA Version 8.0 Online Training

    Prospector AAA Version 8.0
    Prospector AAA Version 8.0 is our most comprehensive mortgage and insurance advice platform to date. Designed to help the advisor bring insurance considerations into the mortgage advice process early, it should deliver higher ancillary product revenues and help you provide clients with much more than just mortgage advice. This session will familiarise you with the new functionality and provide you with the opportunity to ask any questions of our expert trainer.