Enhancements:

• Changes made to the Equity Release access functionality

Corrections:

• Corrected issue with Near Misses functionality to include products excluded due to added fees
• Corrected issue with sourcing 100% mortgages and giving erroneous results
• Corrected issue when sourcing for the maximum loan from Browse Products
• Corrected issue with Main Menu RSS feed when using MS Internet Explorer 6
• Corrected issue with Total to pay when Including the remaining loan balance & add arrangement/booking fee for interest only mortgages
• Corrected issue with Total to pay when adding Other Fees to mortgage

New Features

• Easy access to TrigoldCrystal CRM system.
• Technical Support now accessible from the Front Screen of Prospector.
• OpenConvey added to conveyancing options.

Enhancements

• Improved formatting on the KFI.
• Importation of .docx documents.
• Near Miss feature now shows products excluded by fees added to loan pushing loan over LTV band.
• Change to section 3 of the suitability letter to show data used to source with was provided by TrigoldCrystal.
• The Prospector ‘Help’ button now links directly to the online TrigoldCrystal Support Centre.

Corrections

• Corrected an issue where Indicative Insurance Quotes were not showing for client imported from TrigoldCrystal CRM.
• Corrected branding on the registration wizard to TrigoldCrystal.
• Corrected an issue where TrigoldCrystal CRM could not be installed on XP for a 2nd time.
• Corrected an issue where the debt consolidation graph would not open for print preview.
• Corrected an issue where the Mortgage Recall Date was duplicated after creating a KFI.
• Corrected an issue where Shared Ownership details did not map from TrigoldCrystal CRM into Prospector.
• Corrected an issue with Total to Pay when adding fees to interest only/endowment source

New Features

• Equity Release products

Enhancements

• Expanded the Compare Products functionality to give greater clarity on the fees included.
• Sourcing for Shared Ownership has been amended to include lenders which use Share To Value (STV) and Loan To Value (LTV) rules.
• Section 7 and 14 of the Key Facts Illustration has been updated to show the new contact telephone number and web address.
• Following user feedback the Client Research window on the Edit Client screen has been amended to allow users to add it automatically to your client case. It will no longer cross populate the Fact Find notes.

Corrections

• Corrected an issue whereby there would be a “Please close any open client or table windows” when trying to run Online Updates
• Corrected an issue in the Debt Consolidation calculation window whereby the column sort was not working
• Corrected an issue whereby clients were not able to login into Webline successfully

Enhancements

• Inclusion of L&G Giology to Indicative Insurance Quotes Functionality

Corrections

• Improved compatibility with latest Vista updates to allow Prospector icons to be displayed on the desktop.
• Removed erroneous ‘Prospector is still running message’ when trying to run Online Updates.
• Corrected issue whereby clients received an ‘Error 91’ message when trying to run an Online Update for the first time.
• Corrected issue whereby the Deposit field in the Client tab did not update when sourcing via Browse Products.
• Corrected the ability to untick the Mortgage Type option within the KFI Wizard.

Corrections

• Amendments to Standard Variable text in KFI.
• Improved submission process for Debt Consolidation cases.
• Improved compatibility with latest XP updates to allow Prospector icons to be displayed on the desktop.

Enhancements

• TrigoldCrystal rebrand

Corrections

• Corrected issue with Client Briefcase handling apostrophes in Client names.
• Corrected issue with Further Advance sourcing.
• Improved link Mortgage Types link between Fact Find and Product sourcing.
• Removed ‘Error 91’ message when importing remortgage clients cases from CRM.
• Corrected issue with Near Misses not displaying the Reasons.
• Removed ‘Error 380’ message when launching KFI Wizard for certain Lenders.

New Features

• Debt Consolidation.
• Debt Management.
• New General Insurance Fact Find.
• Sourcing for House of Multiple Occupancy products.
• Near Misses functionality.
• Sourcing for Shared Ownership/Shared Equity products.
• Add Fees to Loan filter.

Enhancements

• Improved Documents library view
• Improved printing options Fact Find
• Additional fee options added to Remortgage Analysis Tool
• Ability to store Working Tax Credits information
• Additional options for Professionally employed clients
• Additional conveyancing fee field added to Total To Pay Tool
• Improved sourcing to check if Existing Lender allows remortgage
• Improved Wizard for add documents manually
• Added ability to automatically bring back documents from Paymentshield Interia
• Added Fact Find button to Insurance Window

Corrections

• Replaced compliance prompt for Fact Find
• Removed ‘Error 5’ message when sourcing
• Corrected issue when opening manually attached FMA forms
• Removed ‘Error 6 Overflow’ message when sourcing for Split products
• Corrected issue where certain fields within the Fact Find were not retaining data
• Corrected issue with FMA submissions to C&G
• Removed ‘Error 50004’ message when registering as a new company
• Corrected calculation within Overpayments Graph
• Ensured that premiums from Assureweb populated the KFI correctly

New Features:

• Introduce user-friendly controls to the TrigoldCrystal website what will enable brokers to incorporate mortgage sourcing functionality in their own websites.
• Include simple to use tools to allow the user to customise the sourcing screens to match the colour scheme of their website.

Enhancements:

• Enhancements to AR and DA configuration on the CRM System
• Amendments to the IDD functionality in line with changes to FSA Regulation
• Removal of the post-back which occurs when products are added to the basket
• Filter amendments in the Fact Find and Results screen
• New Preference for Fixed ERCs for a term
• Expand/Collapse All toggle for Product Features in results grid
• Rule amendments to cater for new filter/preference
• Fact Find amendments for preference and new solicitor link
• Comparison Report for Equity Release sourcing
• Auditing amendments

New Features:

• Multiple Networks on CRM Platform
• New Compliance Category added to reporting configuration screen
• New Network Details tab

Enhancements:

• IDD Amendments
• Exported Reports will now have full Excel functionality
• Reports Configuration Enhancements
• Standard Report Enhancements

Corrections:

• Corrected issue where Report Module froze

New Features:

• Equity Release & User Management Functionality

Enhancements:

• Case Summary functionality Enhancements
• Multi Product Completed Sales Process – Added RSS feeds
• Fact Find Enhancements

New Features:

• Enhanced App to show Early Repayment Charge details in Product Details screen
• Added ‘Total to Pay’ options to the Advanced Filter screen
• Added ‘Total to Pay’ default options to the Settings screen
• Added App Support section to the Information screen, including Help and Support links

Corrections:

• Fixed the issue that sometimes caused the App to close when making amendments to the Term search criteria
• Removed empty rows from the Results screen if the number of eligible products displayed is less than 50
• Made the Results screen more responsive on initial load
• Ensured results are filtered correctly when using the Initial Rate Period search criteria control

Enhancements:

• Fully iOS4 compatible

Corrections:

• Help and Support weblinks now working.

New Features:

• Ability to select which packager/lender panel will be used to source products from.
• New Best Buys table called ‘All Product Types’ showing all products relevant to a client.
• Ability to generate dynamic Best Buy tables based on search criteria set by the consumer.
• Ability to display individual Best Buy tables in a website.

Enhancements:

• Significant improvements to speed and general performance.
• Ability to include\exclude Exclusive Products from mortgage sourcing.
• Ability to include\exclude Direct Products from mortgage sourcing.
• Ability to include\exclude Lender names and logos from source results table.
• A Maximum Loan to Value column has been added to the Best Buy tables.