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What is your favourite type of mortgage sourcing system – offline convenience or online fully interfaced and repopulated?
Our network offers you the choice of either option.
1.) Offline Preferring Adviser
Uses Trigold Prospector. Can use paper Factfind with client. Update existing Ffs. No need to get a broadband signal in client’s home.
2.) Online All The Way Adviser
Everything online and interfaced: FF, 1st & 2nd Charge Sourcing, Applications, SR, Plan Details page, Renewal Reminders, Compliance Checking.
If either of the above sounds attractive to you, please contact us for more information.
Julian Harris AFPC, MAQ, CF9
Chief Executive Officer
Julian.Harris@julianharris.net
07703 569850
Peter Welsh
Business Development Executive
peter.welsh@julianharris.net
07789 446798
