TrigoldCrystal launches sourcing system for brokers' websites
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TrigoldCrystal has launched Your Site Sourcing, a mortgage product sourcing plug-in for brokers’ websites.
It offers brokers a sourcing tool on their website, with a plug-in using the same TrigoldCrystal mortgage data as used in mortgage sourcing tool Prospector.
The tool allows brokers to configure the sourcing results columns and questions which are shown on their site.
This is done via a configuration screen to decide what questions their personalised site will ask and what results columns will show.
They can for example, amongst other things, chose not to show the lender name or restrict certain lender’s products from showing in the results. The website site user is encouraged to then fill in an enquiry form and this enquiry will be instantly emailed to the intermediary to act upon.
The enquiry can also be sent electronically into the TrigoldCrystal-CRM system, where it can be seen and managed via the CRM functionality.
It is also offering a best buy tables plug-in that allows the intermediary to show personalised best buy tables on their website.
The tables are configurable by the broker and enquiries generated from the best buy tables can be instantly emailed to the intermediary and can also be sent electronically into the TrigoldCrystal-CRM system.
Over the past 10 months TrigoldCrystal says it has invested over £1m updating the software that drives their core Momentum Technology Platform.
The new development by TrigoldCrystal enables all future developments to be built on the same platform allowing a family of tools and solutions that all work together.
David Aylmer, business development and marketing director at TrigoldCrystal, says: “We are very excited about the results from our incredible development effort over the past months and what we can now do to help intermediaries promote and enhance their business. The whole idea behind the suite of new tools is to allow the intermediary access to tools which increase the interest and business generation capability of the intermediary’s websites.
“By integrating the business generation tools with our existing sales and business processing systems we now have a complete solution for the lead and sales lifecycle. We are very much looking forward to releasing the next tools in the suite in the coming months”
Readers' comments (6)
Adrian Cox | 30 Mar 2010 4:00 pm
Like the idea as it will give potential clients the confidence that a tangible product exists and help increase business turnover. The next step will be a protection type service.
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Paul | 30 Mar 2010 4:40 pm
Whilst this may seem like a decent idea at first, I think it may cause issues. Any system is only as good as the operator and are intermediaries not there to give best advice? With no disrespect to the general public how can they be expected to see the most suitable product. There are too many variables. The danger is in a member of the public sourcing themselves a rock bottom rate which the broker then may need to advise is not available due to any one of many reasons such as income, property type, regional restrictions, or whatever the case may be. This will then look like a ploy to bring a customer in which would have me for one saying thanks but no thanks. Fact Finds exist for a reason, as do qualified advisers who are there to point people in the right direction. Would you pass an unqualified person a screwdriver and ask them to re-wire your house? Thought not!
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Anonymous | 31 Mar 2010 9:33 am
I agree with Paul, also this system seems very over priced for any benefit it may have.
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Anonymous | 1 Apr 2010 1:11 pm
There's a lot of negativity here. It's called marketing!
Have the caveats on your websites to say that its subject to underwriting, etc but a website is a fantastic way of getting customers to react without you having to make the first move. Embrace technology but make it work for you and be transparent when it comes to availability of products. State that 'You will need to discuss it with one of our advisers to confirm availability'. You'll be more profitable!
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Paul | 1 Apr 2010 2:37 pm
Anonymous 1.11 - When a client who does not understand the complexities of a mortgage sees a rate of for instance 3.5% on their screen from the 'it must be true its on the internet' sourcing system, how will they reacdt when you tell them it is not available but a 5% rate is. 2 words spring to mind beginning with F and Y, and a trip elsewhere to find the promised 3.5%. You could probably download the instructions to build a nuclear reactor if you wanted to, but common sense tells you to leave it to the experts. Same with mortgages in my opinion. Giving a little knowledge can be very very dangerous.
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Patrick | 28 Sep 2010 12:14 pm
I'm a web developer. I have no opinions on mortgages. But this system is so poor. Its poorly coded, it takes forever to load, the "full customisation" is changing the colour of two buttons. The CRM bit only works in IE and it is sooooooo slow. hate hate hate.
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