TriGold Integration Guide

Owned by Adam Evans
Last updated: Jun 21, 2024 by James Fox
3 min read

The following guide will walk you through the process of enabling TriGold to work within Google Chrome

 

Introduction

TriGold is not a cloud based solution and thus for the integration to work a setup file has to be installed on the device you wish to use

Once downloaded the installer will launch when required

DOWNLOAD THIS FILE FIRST AND INSTALL IT. The TriGold Integration will not work without it.

Setting up the CRM for the TriGold Integration

 

  • TriGold will be installed in the same location on all systems and thus the installation location needs to be saved within the CRM

 

  • Ensure your ‘Edit Your Details’ contains the right credentials:

    • TriGold Path: C:/Program Files (x86)/IRESS/TrigoldProspector

    • TriGold Data Path: C:/ProgramData/IRESS/TrigoldProspector

 

Starting the TriGold Integration

 

  • Within the Product Details set out the Product parameters and ‘Save’

  • I would fill in a FF first also because some of these details get passed into Trigold

  • And when you’re in the integrator all of these are also going to have be filled in otherwise it will shout at you

 

  • Use the Mortgage option within the footer bar to ‘Export to Trigold'

 

The finova Client Integrator

 

  • The installed integrator will now launch

 

  • Tick the ‘Always allow’ should you wish to not authorise the use of the integrator each time you source with TriGold

 

  • Continue by selecting ‘Open finovaClientIntegrator’

 

TriGold

 

  • TriGold will start independently and sourcing can begin

Importing from TriGold

 

  • Once the illustration has been produced close down all associated windows to TriGold

 

  • The CRM will automatically import the illustration

 

Selecting the Illustration

 

  • Now imported (potentially more than one source result) you can choose whether to complete the illustration(s) import

 

  • If choosing to ‘Select' an illustration this will complete the Product Details on the Product page

 

  • You can also select whether to import the Sourcing results

 

  • Once selections made select ‘Submit’ to proceed

 

 

 

  • If you choose to import more than one illustration then you can select your chosen product from within the Product Details panel

 

Â