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6th
February 2007
Exclusive Connections announce Trigold and Dashboard integration.
Exclusive Connections has announced a full integration
with Trigold’s E-Trading Centre enabling brokers to access an Exclusive
Connections’ application directly from the Prospector AAA sourcing system.
The integration will also link in to their client management systems,
provided by Dashboard, recently made a Trigold Company.
Advisors accessing Exclusive Connections products will benefit by being able
to submit full mortgage applications to their Head Office where the case
is automatically forwarded to one of 50 packaging members. The packagers
utilise Dashboard’s sales workflow system which covers the complete client
and product cycle from enquiry through to case completion and commission
reconciliation including workflow management and CRM.
The integration between the systems creates a unified end-to-end
solution and using Trigold’s innovative pre-population technology takes
information input during the search process, and transfers it directly
into the Exclusive Connections application form, eliminating the need
to re-input the information. This means that brokers have a complete solution
from sourcing the product through to online application with Exclusive
Connections for packaging,
Matthew Arena, managing director of Exclusive Connections said:
"
We have been working closely with Trigold to develop and
test this integration and it has exceeded all our expectations in terms
of offering a robust and easy to use system. Our members already use Dashboard
to package mortgage cases and use the Dashboard system to provide a back
office solution with functionality such as a full suite of Management
Information and Reports for members at the click of a button. Commission
reconciliation and case tracking with full electronic recording of history
events, which helps with the compliance, audit trial, to name a few.
“Now, this integration with the most widely supported mortgage
trading platform in Trigold’s E-Trading Centre, means that the entire
process, inclusive of the satellite packaging role can be brought together.
This integration will introduce efficiencies, speed up the processing
and save costs overall.”
Trigold CEO Bill Safran commented:
"
Exclusive Connections recognise that after inputting a
huge amount of client data as a part of the advice process there is simply
no justification in having to re-enter this data later in the process.
The technology provides us with the tools to address matters of simple
practically in an easy way but this relies on the vision of firms such
as Exclusive Connections. These integrations create a process which simply
offers a quicker and easier way to send applications. It’s no surprise
that this is a hit with brokers and packagers.”
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