Users of both the Trigold mortgage sourcing portal and Momentum client management system are now able to transfer client data and pre-populate a loan application on The Lending Wizard.
Gareth Broome, business development manager at The Lending Wizard, said: “This new integration will save brokers time by giving them the ability to quickly move from remortgage sourcing to loan sourcing, and helping them to find the best possible refinancing solution for their clients.”
“We aim to constantly adapt our offering for brokers by partnering with some of the biggest brands in the intermediary market. By building on our existing successful relationship with Avelo, we hope to further improve the user experience for brokers engaging with The Lending Wizard’s loan sourcing tool.”
