TrigoldCrystal has partnered up with the Lending Wizard to provide online sourcing for secured and unsecured loans.
Advisers will be able to source secured and unsecured loans through TrigoldCrystal Prospector and CRM, with customer data integrated between the two sourcing systems.
David Thompson, sales director at TrigoldCrystal, said: “The Lending Wizard loans system is a great addition to our Prospector and CRM software for advisors working with clients who are looking for finance where a traditional mortgage is not the best advice.”
Nicola Winter, chief operating officer at The Lending Wizard, said: “Our technology and integration with lenders ensures that we can provide advisers with accurate quotes for their customers so they can be assured that they are only talking to customers about loans they qualify for.”
