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
  • Whats New in V9
    What's New in V9 What's New in 9 (20 minutes)

    Prospector has undergone a series of changes to improve layout, flow, speed of Source Results and provide enhanced filtering and multiple sources.




    Find out about:
    Sourcing filters on Edit Client screen, Quicker access to Source Results, Sort results on Initial Rate or APR from Edit Client screen, New Filter tabs provide quicker sourcing, Create multiple result sets and compare Name results set and tooltip for applied filters and criteria.

     

     

  • Prospector Beginners: Level 1

    Trigold Beginners: Level 1Prospector Beginners: Level 1 (30 minutes) Mondays - 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.