TrigoldCrystal to launch integrated checks service
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TrigoldCrystal is to launch an anti-money laundering, valuation and credit check service in the New Year.
This service allows brokers to identify if they can help the client upfront before they start detailed time consuming work, with the credit check element highlighting any other loans or debts the client may have and so the broker can easily see the client’s outgoings and so calculate affordability.
There is also the ability to identify any cross sales or remortgage opportunities by having renewal dates stored in their CRM system to prompt brokers in the future.
Powered by Omnii’s Check IT service, it will be integrated into TrigoldCrystal’s sourcing and client relationship management systems to allow brokers to automatically instruct the checks and have data from the detailed report automatically returned.
This service will be the first time that all the checks can be done automatically from a single system with data and results stored in one place. This data can then be used within the fact find to help define sourcing criteria and credit information.
TrigoldCrystal says the service is set up so that networks, clubs and brokers can also make money from the service by charging clients for advice and for the detailed report.
Nick Berry, managing director of Omnii, says: “This was an excellent opportunity for us to get this service out to brokers using the technology they already have in place. We look forward to working together and making a real impact in 2010.”
David Aylmer, marketing director at TrigoldCrystal says: “This is great timing for us with the Mortgage Market Review and the focus on affordability. This service allows brokers to quickly identify if they can help the client upfront before they start detailed time consuming work. We’re expecting this unique service to be a bit hit with brokers and look forward to speaking with many networks, clubs and brokers at the Mortgage Business Expo over the next two days.”
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