Online Training

Focused, Convenient, Free

Online training is accessible from anywhere - all you need is a computer, internet connection and telephone ...it's easy!

Please Note: Additional sessions to train you on CRM and client management are also available to individual advisors. To discuss a session run specially for you, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
  • Equity Release
    Equity Release Equity Release (20 minutes) Thursdays 15:00

    Equity Release
    An introduction to the New Equity Release system from TrigoldCrystal. This session will show you just how easy it is to complete an Equity Release case and show you the unique features of the system that sources on benefits, not just cost.

     

     

  • CRM

    CRM CRM (20 minutes) Thursdays and Fridays 10:30

    CRM

    This seminar will introduce you to TrigoldCrystal's new CRM system. Our presenter will give you a LIVE demonstration and will be happy to answer questions as the session progresses. To take part you simply need a internet connected computer and telephone.

     

  • Whats New in 8.2
    What's New in 8.2 What's New in 8.2 (20 minutes) Wednesdays 15:00

    Sourcing Enhancements and more
    Our latest version of Prospector brings you loads of enhancements you should know about. With so many enhancements for sourcing and other areas this free 30 minute session is essential learning for all Prospector users




    Find out about:
    Near Misses, Shared Ownership, HMO, GI Enhancements, Fee Options. We will also cover using some of the other options like Conveyancing and insurance to help you earn more commission per case.

     

     

  • Prospector Beginners: Level 1

    Trigold Beginners: Level 1Prospector Beginners: Level 1 (30 minutes) Mondays and Thursdays 9:30

    This training session has been designed specifically for brokers new to the Prospector system.

    We will show you how to configure your system, create IDD, Fact finds and how to source for deals using Prospector.

    Finally we will demonstrate how to send AIP’s and Full applications direct to lender using the Electronic Trading centre.


     

  • Prospector Intermediate: Level 2

    Trigold Intermediate: Level 2Prospector Intermediate: Level 2 (20 minutes) Tuesdays 9:30

    This session has been designed for brokers with a basic knowledge of the Prospector system and those who are already confident with the subjects covered in the Level 1 Course.

    We will show you more advanced filters and calculators used for sourcing, customising documents and more advanced configuration such as excluding packagers and creating custom panels.



  • Prospector Advanced: Level 3

    Trigold Advanced: Level 3Prospector Advanced: Level 3 (20 minutes) Wednesdays 9:30

    This session looks at all of the integrated tools available on the prospector system, including. Home valuations and reports, credit searched and how to earn commission for leads you can’t use by passing them on.

    We will also cover using some of the other options like Conveyancing and insurance to help you earn more commission per case.