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RBS INTERMEDIARY 2008 ROADSHOW

RBS INTERMEDIARY 2008 ROADSHOW. MORTGAGE SOURCING & SO MUCH MORE…. RBS INTERMEDIARY 2008 ROADSHOW. MORTGAGE SOURCING & SO MUCH MORE…. How to earn more by utilising Trigold more effectively?. RBS INTERMEDIARY 2008 ROADSHOW. MORTGAGE SOURCING & SO MUCH MORE…. The credit crunch

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RBS INTERMEDIARY 2008 ROADSHOW

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  1. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE…

  2. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • How to earn more by utilising Trigold more effectively?

  3. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • The credit crunch • Effect on the mortgage market • Effect on you the advisor

  4. RBS INTERMEDIARY 2008 ROADSHOW CREDIT CRUNCH • Tougher market reducing proc-fee income • Council of Mortgage Lenders • Q1 2007: 238,000 loans • Q2 2008: 142,000 loans (-40%) • Lowest lending since 1992 • House prices (April 2008) • Halifax Index = -1.1% • Land Registry = -0,4%

  5. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • How does Trigold help?

  6. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • The availability of mortgage products is as difficult to maintain as it has ever been, given the volatility in the market where we see lenders pulling rates with little notice. Trigold assists you in keeping up to speed with all available lenders’ products at any one time.

  7. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • Trigold is more than just a sourcing system and enables you to earn income from areas other than just the mortgage product. • Trigold creates a full audit trail throughout the sales process of the mortgage and mortgage related products. • Pre-population of data from the fact find to all other areas creates efficiency as there is no need to re-key the same client data.

  8. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • There are integrations with many providers that enable you to gain quotes and submit proposals directly from Trigold , increasing efficiency and the speed of processing. • No need to re-key client data will automatically pre – populate data from the fact find.

  9. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • Related products available: • Insurance: Building & Contents, MPPI, Term – New Version 8 • Conveyancing • Secured loans • Commercial loans

  10. RBS INTERMEDIARY 2008 ROADSHOW MORTGAGE SOURCING & SO MUCH MORE… • Insurance focus toversion 8

  11. BENEFITS TO THE ADVISOR • Increase in income from insurance cross sales now and in the future • Automated cost planner / quote system creates greater awareness • Efficient use of client data - pre-population • Automatically quotes on the advisors existing database - lead generation.

  12. FURTHER ADVISOR BENEFITS • All can be undertaken offline or online - flexibility • Operate in a compliant manner in line with TCF • Allows the advisor to provide a more efficient service to their clients • At no extra cost to the advisor using the system • Visit www.trigold.co.uk/version8 to view version 8 demonstration videos.

  13. SUMMARY • This process will help you to earn greater levels of income whilst providing an efficient service to your clients in the provision of their needs. • Giving clients peace of mind through providing long-term security • Helps to make the most out of your client relationships • Information is pre-populated into the insurance proposal forms providing greater efficiency

  14. PROSPECTOR AAA V8.0 EDIT CLIENT SCREEN Client information Affordability calculator Case information Insurance ‘Quick Quotes’

  15. RBS INTERMEDIARY 2008 ROADSHOW THE E-TRADING CENTRE • Ability to pre populate apps from fact find data. • Submit to over 50 lenders • Reduces manual re –keying and administration

  16. RBS INTERMEDIARY 2008 ROADSHOW THE E-TRADING CENTRE – ETC ENHANCEMENTS

  17. RBS INTERMEDIARY 2008 ROADSHOW THE E-TRADING CENTRE – LENDER PROPOSITION ON THE DESKTOP

  18. RBS INTERMEDIARY 2008 ROADSHOW CONVEYANCING – THE BENEFITS • Quick – pre-population of data from Prospector AAA. • Easy – simply click the button to launch. • Client service – provide a complete end-to-end client service. • Income - extra revenue streams. • Records – some documents returned in Prospector AAA and KFI population for accuracy. • Free – both services are free to use. HOME

  19. RBS INTERMEDIARY 2008 ROADSHOW SECURED LOANS & TRIGOLD • An easy, safe, profitable and free way for Trigold users to enter the secured lending market. • Commissions the same as if you had gone to a Master Broker directly. • Unique to Trigold: • Fully integrated within Prospector AAA • Multiple lenders & Master Brokers in one place • Compliance documentation created automatically

  20. RBS INTERMEDIARY 2008 ROADSHOW SECURED SOURCING – THE BENEFITS • Treat Customers Fairly by offering a secured loan option. • Provides an additional revenue stream. • Multiple lenders & Master Brokers in one location. • Intuitive application process. • Electronic submission of case to Master Brokers. • FREE to all Trigold standard subscribers.

  21. RBS INTERMEDIARY 2008 ROADSHOW SECURED SOURCING - STEP 1. LAUNCHING FROM PROSPECTOR AAA

  22. RBS INTERMEDIARY 2008 ROADSHOW SECURED SOURCING - STEP 2. SOURCING & SELECTION

  23. RBS INTERMEDIARY 2008 ROADSHOW SECURED SOURCING - STEP 3. REFER TO MASTER BROKER

  24. RBS INTERMEDIARY 2008 ROADSHOW SECURED SOURCING - SELECTING A MASTER BROKER • Selecting a Master Broker • For Master Broker information including commissions visit www.trigold.co.uk/securedsourcing • After Referral… • Master Broker will contact you. • Master Broker liaises directly with client & lender. • Commission paid immediately upon completion.

  25. RBS INTERMEDIARY 2008 ROADSHOW COMMERCIAL MORTGAGES • Trigold provides you with the ability to earn commission by placing a commercial loan with either a Master Broker or a provider who will identify the best offering for your client on offer in the high street. • Ability to submit the application on line to speed up the decision process and reduction in administration • Full pre-population of data from client fact find with providers application form

  26. RBS INTERMEDIARY 2008 ROADSHOW TRIGOLD BUSINESS ACADEMY • The Trigold Business Academy organises professional training events designed to equip regulated financial intermediaries with the vital skills, knowledge and tools required to excel in the financial advice market. • www.trigoldacademy.co.uk

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