TriGold Integration Guide

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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

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• 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