Enhancements:

• Added Total Premium Disclosure to Aviva Insurance Illustration.

Corrections

• Corrected issue with MIS.mdb locking unexpectedly.
• Corrected issue with Prospector message “Prospector is already open” when launching system.
• Corrected issue with “£” sign on PaymentShield indicative quote strip.
• Corrected issue with compliance milestone when an eternal IDD is attached.
• Corrected issue with recall date when product returned to CRM.
• Corrected issue with repayment schedule when term is over 30 years.
• Corrected error 91 when user settings is opened twice.
• Corrected error - 2147418105 error closing Prospector after browse products functionality has been run.
• Corrected error 3043 “Disk or Network error” when integrating with 3rd Party systems.

Enhancements:

• Added the Recall Date to the Client print list in Open Client

Corrections:

• Corrected issue in Browse Products screen when loan exceeds £1,000,000
• Corrected error 3163 when registering with long email address
• Corrected error 13 when amending a finalised document
• Corrected issue with indicative quotes screen not refreshing correctly
• Corrected issue where the consolidated loan was not getting populated into the KFI
• Corrected error 457 when having 2 panels with the same name
• Corrected issue with Aviva indicative quote not displaying the sum assured text correctly
• Corrected error when entering to many characters in the Right to Buy field
• Corrected issue when viewing a Office 2007 document
• Corrected a number of validation issue within fields
• Corrected issue with Suitability Letter text disappearing when entered into User Settings
• Corrected issue when creating an indicative quote for a self employed client
• Corrected issue for Tenet users with broker fees not getting pulled through to KFI
• Corrected issue when calculating Total to Pay when using Capital & Interest
• Corrected issue with data import when Prospector is open
• Corrected HomeTrack refresh issue
• Corrected issues when creating a graph with overpayments and borrow backs
• Corrected validation with Equity Release if the client name is not entered
• Corrected issue with Debt Consolidation on joint cases with multiple outgoings
• Corrected issue when creating a KFI with term tracker products
• Corrected issue with the Buy to Let calculation
• Corrected issue with Debt Consolidation whereby Unconsolidated figures were being calculated incorrectly
• Corrected issue for L&G users where client notes text disappeared
• Corrected issue when cancelling a previously finalised case to return to the Main Menu screen
• Corrected wording on Leeds BS KFI when selecting a Direct Product
• Corrected error 5 when launching insurance screen with certain dates of birth

Enhancements:

• Improvements to Assureweb integration to include direct access to applications
• Compliance changes to Key Facts Illustration

Corrections:

• Corrected issue with Client Briefcase importing into Prospector
• Corrected issue with Debt Consolidation Suitability Letter not saving data entered
• Corrected interest only calculations within Debt Consolidation
• Corrected issue with Minimum LTV products not appearing when expected
• Corrected issue with Compare Products Total Fees not displaying Fee Payable on Early Repayment
• Corrected issue with Browse Products accepting a figure that is higher than the Price\Valuation
• Corrected issue when invalid postcode entered
• Corrected error when attaching certain types of documents
• Corrected issue when negative terms values are accepting in the graph functionality
• Corrected issue where the Shared Ownership function was not active after re-sourcing
• Corrected issue when refreshing source results screen when location filter was active
• Corrected issue with Debt Consolidation sourcing

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

TrigoldCrystal CRM

New Features:

• Task module redesigned to incorporate a Diary screen.
• New Task and Appointment Screen.
• Integration with Moneio.

TrigoldCrystal Web Tools

Enhancements

• Greater level of control for styling configuration (Rates, Values, text and dates colour configuration)
• Ability to change the users email address that enquiry forms are sent to
• Amend names of Column Headers in the Sourcing Results Grid
• Users can now choose which enquiry form they wish to have on their website

TrigoldCrystal Your Website

New Features

• Ability to use CRM enquiry forms which auto populate TrigoldCrystal CRM

TrigoldCrystal CRM

New Features:

• Increased audit functionality to cover all methods of sourcing including Researcher, Consumer Sourcing and iPhone.
• Increased report functionality to include all types of audit events.

TrigoldCrystal Web Tools

New Features:

• Addition of Panel Management Functionality
• Changes to products results grid to meet compliance regulations
• Usability has been increased when viewing product details from result grid
• Changes to styling configuration on Webtools

TrigoldCrystal CRM

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.

TrigoldCrystal CRM

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

TrigoldCrystal CRM

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

TrigoldCrystal CRM

New Features:

• Equity Release & User Management Functionality

Enhancements:

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

Corrections:

• Fix for back button occasionally being hidden on very slow connections.

Enhancements:

• Enhancements to the product name in the viewer to provide more product information.
• Enhancement to product name in the product viewer so it states if available to existing Customers only.
• Enhancements to show further fee information.

New Features:

• Mortgage Payment Calculator
• Rate Change Calculator
• Overpayment Calculator
• Ability to rotate iPhone for enhanced views of sourcing results.

Corrections:

• Performance Improvements for returning results and displaying product details.

Enhancements:

• Fully iOS4 compatible

Corrections:

• Help and Support weblinks now working.

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