Get the most out of Trigold, a refresher for existing users.
The session will cover the following:
- Daily update
- Quick quote
- Adding fees
- Client briefcase/documents area
- How to generate an illustration
- How to generate a product list report
- Generate a ROS report
- Enhanced Buy to Let and associated filters
- Remortgage and Product Transfer sourcing
If you have any questions prior to the webinar, you are welcome to email us at firstname.lastname@example.org.