The integration is due to be released to the market in December.
David Thompson, sales director at TrigoldCrystal, says: “The Lending Wizard loans system is a great addition to our Prospector and CRM software for advisors working with clients who are looking for finance where a traditional mortgage is not the best advice. By having The Lending Wizard integrated to our mortgage sourcing system means advisors can quickly switch over to look at other options. As a Master Broker, The Lending Wizard will provide advisors and their clients with a first-rate service, quick processing, and great fees.”
Nicola Winter, chief operating officer at The Lending Wizard, says: “Our business has been primarily built around partnering with some of the biggest brands in the UK so working with TrigoldCrystal, one of the biggest brands in the intermediary industry, is a natural fit for us.
’Our technology and integration with lenders ensures that we can provide advisors with accurate quotes for their customers so they can be assured that they are only talking to customers about loans they qualify for. We understand that finding an unsecured or secured loan in today’s market can be time consuming and challenging and we are delighted that The Lending Wizard solves all of these problems.
“We believe advisors will find our system easy to use, no matter what their level of experience in the Secured and Unsecured Loans market is, and are looking forward to working with TrigoldCrystal to introduce this sourcing solution to their Prospector and CRM users.”