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TrigoldCrystal Prospector: Support |
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Setting up Prospector
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Importing Client Data...
If you are moving from Mortgage Brain to TrigoldCrystal Prospector you can import all of your client data.
Download PDF Guide |
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Uninstalling Prospector...
If you are moving from one club or network version of Prospector to another you will need to uninstall your current version first.
Download PDF Guide |
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Prospector System Features
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Main Menu (Front Screen)...
The Main screen is where you open the core functionality of the system, run your updates, and can access the latest news, as well as set the system up through User Settings.
Download PDF Guide
 View Video |
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Client Screen...
The heart of the sales process. Make sure you understand how the system works around this area and how you have easy access to all the tools you need to complete the case.
Client Screen Overview Video |
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Documents...
Prospector takes your mortgage case from beginning to end and will produce all the documents you need along the way. From IDD to KFI and Suitability Letter.
Download PDF Guide
Documents Overview Video |
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Secured Sourcing...
Second charge mortgages are often a vital way to raise funds. Secured sourcing makes the process very simple with ways to source and recommend with the sourcing tool or refer the case directly to a master broker to take the case forward for you.
Secured Loans Overview Video |
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Debt Consolidation & Debt Management...
An extremely useful Debt consolidation calculator will help you demonstrate in pounds and pence the advantages to a client of consolidating their debt in a remortgage. Should a client in financial difficulty, can’t lower their monthly payments through remortgage and has explored alternative options, then you can help them contact a debt advice service.
Download PDF Guide
Debt Mgmt Overview Video
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Insurance...
GI sales are a major part of a mortgage case. Our Indicative quotes help introduce the insurance sale at an early stage and we have links to all the major quote engines to pre-populate a search. In addition, the cost planner is a simple way to show the effect on monthly payments of all the products you recommend.
Download PDF Guide
Insurance Overview Video
Indicative Quotes Video
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E-Trading Centre (ETC)...
The way to remove some of the hassle of form filling. The E-Trading Centre has AIPs, Full Application forms, and where there is no form then a link straight to the provider or packager’s website
Download PDF Guide
ETC Overview Video
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Conveyancing...
If you can arrange a client’s conveyancing for them you can earn around £100 in referral commission. Prospector has links to all the major conveyancers from the system to make referring even easier.
Download PDF Guide
Conveyancing Overview Video
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TrigoldCrystal Prospector: Support
