Technology is now very much part of our everyday working lives. We understand what advisers need to help them maintain that competitive edge.  We’re committed to growing our proposition to match today's technology needs and currently provide some of the latest advances in technological support.

Business made easy

Our point of sale system will give you everything you need to make fully compliant mortgage, protection and general insurance sales. Plus, the TrigoldCrystal mortgage-sourcing system is given to you, for free, as part of the package.  

Sales are made easy with our General Insurance and Protection quote and apply systems. The systems are linked to our point of sale system so client details are automatically prepopulated with the potential to place your client on risk in a matter of minutes.

Maintaining cash flow

No one wants to watch their hard earned cash blow away so we’ve designed two unique systems to help maintain and improve business efficiency.

The Business retention tool helps convert more applications into sales, reduces immediate cancellations where a payment is never received and helps ensure a policy is kept on the books for the long term.

Teamed with the Early warning system, which flags within 72 hours if a payment has bounced, a direct debit has been cancelled or a policy has lapsed – you can be assured we’ll do all we can to protect your income and support your client relationships.

Information on the move

Our free iPhone mortgage sourcing app means you can access all the latest mortgage deals even when you’re out and about. Powered by TrigoldCrystal, it’s the first broker only mortgage sourcing application of its kind and it’s only available to Mortgage Club members.

This is simply a taste of the full technology solutions we have in place, but we think you’ll agree our technology’s fantastic?