View more on these topics

1st Software integrates with Trigold for mortgage sourcing

The latest version of its 1st Software&#39s Adviser Office products for financial advisers and intermediaries now includes integration with the Trigold system.

1st Software&#39s Adviser Office range, when linked to the Trigold system, provides an end-to-end process for mortgage advisers, which 1st Software says enables it to manage their mortgage sales process, and build a comprehensive client database covering client contact, compliance and introducer relationships.

Adviser Office provides full database marketing facilities, including integration with the full range of Microsoft Office products enabling bulk mailing through Microsoft Word and Bulk Email facilities into Microsoft Outlook. All correspondence on the client and any other related parties including lenders, builders, estate agents, architects and so on are automatically recorded behind the client and application.

Rory Curran, managing director of 1st Software, says: “Our new Adviser Office range of products is the first product for the mortgage market which enables all aspects of mortgage advice to link seamlessly with financial planning and client relationship software.

“We believe the changes to the mortgage market in the last few years and the forthcoming regulatory framework will mean all mortgage advisers will need technology to manage their businesses effectively. No other product exists on the market today that covers so many aspects of the financial market place fully integrated in one scalable solution and linked to other best of breed solution providers such as Trigold to ensure that advisers can continue to advise and not spend hours re-keying data from one system to another.”

Martin Finegold, group of Trigold, says: “The end-to-end solution offered by the integration of Trigold and 1st Software is a major improvement in the way mortgage professionals conduct their business. It will not only reduce the cost of doing business but will improve the service received by the end customer.”


Charcol launches online personal loans service

Charcol is launching an online personal loans service on Friday July 5. The service, available at, offers a range of loans, from providers including Halifax, Marks & Spencer Financial Services, Cahoot, Northern Rock, Nationwide Building Society, Bank of Scotland, MBNA Europe Bank, Tesco Personal Finance and Intelligent Finance. Building on the success of the […]

Pink unveils see-through product deal

Pink Home Loans launches the first in a new range of crystal-clear mortgages today in a bid to promote transparency by highlighting the benefits of products that track Bank base rate.Mortgage Strategy can exclusively reveal that the packager has signed a deal with Mortgages PLC and Birmingham Midshires Solutions to offer both non-conforming lender&#39s entire […]

Rates held as stock prices plummet

The Bank of England&#39s monetary policy committee left interest rates on hold at 4% for the eighth month running last week after tumbling share prices devastated stockmarkets world-wide.The freeze is designed to cushion the UK&#39s fragile economic recovery, but house prices are rising at the fastest rate for 13 years.Nationwide figures show that house prices […]

New mortgages from Yorkshire Building Society

Yorkshire Building Society has launched a new range of flexible mortgages, which include fixed, discount and tracker rates. The new products are in addition to the Yorkshire&#39s Offset Account, where borrowers pay interest on their combined mortgage and savings balance, which is also being enhanced with the new range. All Yorkshire mortgages offer free accident, […]

Insurance - thumbnail

Consumer attitudes to protection

Royal London commissioned Opinium to run our State of the Protection Nation research to find out how people felt about their own protection needs and the industry as a whole. By Ross Jackson, Senior Protection Marketing Manager We surveyed people who had already taken out some kind of protection insurance and those who didn’t have […]


News and expert analysis straight to your inbox

Sign up

Why register with Mortgage Strategy?

Mortgage Strategy continues to be the market-leading B2B mortgage publication in the UK, and provides trusted, independent insight with the aim of helping, promoting and analysing the latest developments for mortgage professionals.

News & analysis delivered directly to your inbox
Register today to receive our range of news alerts including daily and weekly briefings

Mortgage Strategy Events
Be the first to hear about our industry leading conferences, awards, webinars and more.

Research and insight
Take part in and see the results of Mortgage Strategy's flagship investigations into industry trends.

Have your say
Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

Register now