Momentum A-Z 1 The following user guide will show you how to
Contents
1. Support Tel 08450 683 000 option 3 Email trigold su ort iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress Once all mandatory fields have been completed click on the Create Case button to go to the Case Details screen or Add Partner to add a partner to the existing contact After selecting the Create Case button you will be prompted to create the case by clicking on the Create Case button or to add a partner another Contact as a Partner if you have not done so already Client Mr David Smith Partner Da Select Partner Add New Partner a cree ase The Case Details screen displays the Case workflow taking you from Case creation to Case completion Please also note that you must select a discussion area before you proceed with the case shown below Mortgages Equity Release C Protection C ASU Buildings and Contents C Secured Loans C Bridging Loans C Commercial Loans C Pensions Investments C Other Products C Case Detail for Mr David Smith 21390 Case Details Audit Notes Documents Fees gm Add Note fi Add Task fig Add Document Show Component Manager F Case Detail 21390 Mortgages 7 Equity Release F Protection ASU F Buildings and Contents E Secured Loans m Bridging Loans F Commercial Loans F Pensions F Investments F Other Products E Client Adviser2. Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 11 Momentum A Z iress The Offline Fact Find comes with a Validate button that allows you to validate the Fact Find Any mandatory fields that have not been completed will be highlighted ad Field Validation Validation All mandatory fields are complete However please check the fact find carefully to ensure that you have collected sufficent information to produce quotes and to justify the advice that you are going to provide PI uraa The above buttons are available on each tab of the Fact Find Clicking on the Update button will saved the Fact Find and take you back to Momentum Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 12 Momentum A Z ress Creating a Quote APPLICATIONS 4 1 CREATED QUOTES eq QUOTES gt ED Quotes w 0 CREATED Mortgage 1of4 Quotes Recommended 1of4 Quotes Mortgage Qof4 Applications None Created Recommended Qof4 Mortgage Once the Fact Find has been completed you may now proceed to produce quotes Click on Quotes to display the quotes tab where you may launch the appropriate software Depending on the discussion area you will nee
3. Update button Date Provided 30 04 2013 i i Time Provided 15 31 Recommended Reason for Recommendation Chosen Chosen Not Chosen Reasons ee e Illustration Compliance Prompt mE Please review the following Compliance Rules which hawe been identified during this sales process 1 The total cost is more than the client has indicated they can afford you will need to explain how this is affordable in the Suitability Letter Do you wish to continue al Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 20 Momentum A Z ress If the client would like to receive advice on any additional areas this can be recorded by selecting the options below If the client does not wish to receive any additional advice then the boxes do not need to be ticked Affiliate Referrals Px Please select any of the areas below ifthe Client would like to receive advice in that area You can also selectthe Valuer you wish to instruct via this screen Once you have checked a box you will be able to select an Affiliate from a dropdown listfor each area An email will be sentto each selected Affiliate asking them to contact the Client when you click ok Insurance Solicitor Tax Advice Accountant Financial Planning Valuer Fo Es If you do not select any options for referral you will be pr
4. amp Mr David Smith re No Number E No Number i No Email Address E Compliance Status Not Submitted Send Correspondence View Case Complaints Abort Current Case Previously Closed Cases A SUMMARY ow E No Address DISCLOSURE Create IDD Attach IDD E Given to client Created Issued Reguiated Sale Attach Document ew FACT FIND Attach Document R amp support Mr Support fmt Putney A Avelo FS Holdings Ltd Free SUITABILITY Record Of Suitability Created NIA Amended WA Document Issued x Attach Document Please note you must complete each stage before you can proceed to the next stage of the Case For example you must complete the Disclosure document before you can proceed to the Fact Find Support Tel 08450 683 000 option 3 Email trigold su ort ireSS co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Completing the IDD DISCLOSURE X NOT ISSUED Create IDD Attach IDD E Given to client Created Issued Regulated Sale Attach Document WA WA Momentum A Z iress DISCLOSURE Amend IDD Cc Attach IDD Gren to chent af Created SODA 2013 Issued SOMA 2013 Regulated Sale yf Attach Document lo The IDD can be created in Momentum by clicking on the Create IDD button You can also attach your own IDD by clicking on the Attach IDD button Wh
5. option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress Attaching a Fact Find FACT FIND X NOT STARTED Online Fact Find Offline Fact Find Created 29 04 2013 Amended 20 04 2013 Print Fact Find Attach Document J Note If attaching your own document you must remember to mark the document as issued This can be done by selecting a Method of Delivery option Add Document for Mr Momentum CRM a System Head Offices gt Avelo FS Holdings Ltd Free gt Putney gt Mr Stephen Ducker Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress system Head Offices gt Avelo FS Holdings Ltd Free gt Putney gt Mr Stephen Ducker Fact Find Fact Find for Mr Friday Afternoon The Fact Find can also be printed via the Print Fact Find link and the options are e Print a Blank Fact Find e Print a Complete Fact Find e Print a Complete Fact Find with Blanks e Generate Fact Find with inline Guidance Draft Document Editor i x Questions Generation Options Please select the type of print required Print a Blank Fact Find Print a Complete Fact Find Print a Complete Fact Find with Blanks Generate Fact
6. Find with inline Guidance as Select All F Meeting Agenda E Personal Details E current Home E Property Portfolio E Dependants E Lasting Power of Attorney E Employment E Current Mortgages E Existing Provisions E Other Policies Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress Online Fact Find When starting the Online Fact Find you can at any time change the areas you would like to discuss by ticking or un ticking the relevant boxes This will update the Fact Find accordingly Which areas would you like to discuss Mortgages Equity Release O Protection o ASU O Buildings and Contents O Secured Loans o Bridging Loans im Commercial Loans O Pensions gog Investments CT Other Products o Depending on the discussion areas selected you will need to work through the sections shown see below Objectives Objectives Personal Profie Holdings Mortgage Declaration Objective of the Meeting Show Guidance e The purpose of this meeting is to examine in detail the lifestyle objectives you wish to achieve in the future e There may be many ways to achieve your objectives Therefore at this stage we will not be relating specific objectives to any particular product or service e In or
7. Repayment Date of Issue 3070472013 Upfront 314 00 Loan Amount 112 500 Assumed Start Date cle 772013 Added to Loan 9 999 99 Loan Term 25 Valid Until i On Completion 442 57 LT 75 60 Must Commence By if Total Loan 113 399 00 Level of Service First Client Tithe lr Forename David Surname G mith We recommend having assessed pour needs that you take out this mortgage We are not recommending a particular mortgage for you However based on your answers to some questions we are giving you information about this mortgage o that you can make your own choice Other Information Level of Service gt gt Insurance gt gt Product Summary gt gt Print lt Back Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 15 Momentum A Z ress Fees Loan Details Repayment Method Illustration Total Costs Property Value 150 000 Repayment Repayment Date of Issue 300472013 Uptrort 0 00 Loan Amount 112 500 Assumed Start Date 01 772m3 Added to Loan p 95 Loan Term 25 Walid Until if On Completion 0 99 LTV Must Commence By P Total Loan 112 500 00 Fees Fees Procuration Fees Any fees pou add or amend here will affect the total to pay and APR calculations in the EFI Please check the fees apply to the product before continuing Payable To Teachers Building Society Deeds Releas
8. accurate Please note that if you tall to disclose any materiai informaton to your insurers Mis cout nvabdate your insurance cover and could mean Mat part or alofa Claim may not be pad The Online Fact Find comes with a Validate button that allows you to validate the Fact Find Any mandatory fields that have not been completed will be highlighted E varaaoneron Wespe oag E M https crm trigoldcrystal co uk fusion desktopModules ClientReview ULValic Validation All mandatory fields are complete However please check the fact find carefully to ensure that you have collected sufficient information to produce quotes and justify the advice that you are going to provide E Close f Save and Close E The above buttons are available on each tab of the Fact Find Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 10 Momentum A Z iress Offline Fact Find Launching the Offline Fact Find will present you with the screen below fp Fact Find COLSLLLE TEE Discussion Areas Personal Details Dependants Current Home Employment and Income iabilities Current Mortgages Adverse Credit dd mm yyyy Other Policies Expenditure _Aims and Views _ avelotrigold Momentum S Discussion Areas Mr David Smith A Which areas would you like to discus
9. an m SANE ee MTE Mortgage Clydesdale bo 2 year 2 59 Fixed until 30 11 2015 Up to 500 000 75 LTV Premium 514 34 b ETC 12 12 51 Creating a Suitability Letter The Record of Suitability can be created within Momentum or an externally produced document can be attached SUITABILITY SUITABILITY Record Of Suitability F Record Of Suitability Created WA c Created S004 2015 Amended WA Amended O42 01 3 Document Issued pod Document Issued 4f Attach Document la Attach Document ii To create the Suitability Letter in Momentum select Record of Suitability and the Draft Document Editor will be displayed Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 24 Momentum A Z iress Select the required data and select the Next button Draft Document Editor Fi x Questions lender Offered the least expensive option which was the client s main preference Fulfilled the most important needs preferences of the client but was not the least expensive ou have recommended the term of this mortgage because it is the shortest term the client s current budget would allow to ensure monthly repayments are affordable and maintained at a desired level Although the client s budget would allow a shorter term the client expressed they wanted to spread the
10. are indicative costs and should not be given to the customer until a KFI has been produced Product Chant India Fiters Fiters Toot gt i i I cio ec aei ap First Time Buyer mortgages ensinaton scone Morigage 0 for amp Months then Song K Cus ers with a limited credit history g 4 16 Freed Rate unii 90 09 2018 up to 80 44 FOR INTERMEDIARIES ONLY sit tn ti F figoldcrystal E Trading Centre Apply instal MTE ene Arrangement 0 00 i RoR R New Tab Booking 199 00 i Erai o EEA s a _ y s n a Sub Total 199 00 Lender Type Intis Aste Indial Pay Period Fna Rate Fees Cashback LTY Vented Valuation tee 0 00 Leeds B epapmert Ori i 75 0 1709 1 T 35 Of CHAPS Fee 35 00 Leeds BS Repapmert Oriy Fa 0 00 375 05 30 09 16 569 190 D 8 Redemption Fee 199 00 Leeds BS Repayment Oriy F 0 00 375 05 30 09 16 569 199 00 0 a0 REAS 30 00 Leeds BS Fepaymert Oriy 0 00 375 06 30 09 15 569 798 00 0 E Lenders Conveyancing Fee 120 00 Leeds BS Repayment Oriy Fs 0 00 375 05 30 09 18 569 198 00 0 s0 Ma o IEA F798 00 Accord Mortgage F 2 04 473 03 3009 15 9 99 1645 00 0 m Can be added 65 00 Mig IntebgencelAccerd F 204 473 03 309 15 599 1845 00 a 5 Accord Mortgage F 204 473 03 307 09 15 bs 1645 00 0 5 In the KFI Wizard click Next through each screen ensuring that each page has been completed as necessary Loan Details Repayment Method Illustration Total Costs Property Value 150 000
11. cost of your mortgage over a longer period to keep the monthly payments lower t matches the separate repayment arrangements the client has in place t matches the client s retirement age which they stated as a preference it matches the client s retirement age which they stated as a preference But their budget would have allowed for a shorter term Other Overpayments e overpayments allowed Yes ONo Early Repayment Charges s your client subject to early repayment charges beyond their initial rate When the Mortgage Record of Suitability review appears you will need to amend any text that is shown in red between the chevrons see below Draft Document Editor B Z Z Ava A A E S A 4B I 18th September 2013 Mortgage Record of Suitability Prepared for Mr David Smith Prepared by Mr Stephen Ducker PURPOSE e purpose of our meeting was to discuss your mortgage arrangements in respect of Not Specified This Mortgage Record of Suitability is a summary of the key points arising from our discussions and reflects your current personal and financial circumstances which have led to my recommendation and your chosen solution INTRODUCTION David Smith you live at Not Specified and have done for the past Not Specified years and Not Specified months You have no current mortgage in respect of this property Select the Preview button to preview the Suitability Letter and confirm t
12. done at the point of attaching the document via the Method of Delivery Once the Suitability letter has been saved you will be taken back to the Case Detail screen The suitability section will now appear as issued Demands and Needs The Demands and Needs letter can be created for all recommended insurance products relating to a case The Demands and Needs letter can only be created once another type of insurance has been quoted for If you have not done so you will need to click on quotes and select a sourcing engine and produce an insurance quote Demands and Needs Created WA Amended WA Document Issued x Attach Document la To create a Demands and Needs letter you can either attach your own document by clicking on the Attach Document button or clicking on the Demands and Needs button Jemands and Needs Created 25 10 2012 Amended 25 10 2012 Document sued af Attach Document F Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 28 Momentum A Z iress Note If attaching your own document you must remember to mark the document as issued This can be done by selecting a Method of Delivery option Type Name eave blank for default Notes Method of Delivery If you have not issued the document yet once issued you may go to the Documents tab on the C
13. mortgage so that you can make your own choice Once back in Momentum click on the return button to return to the Case Details Screen Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 19 Momentum A Z iress Before proceeding to the application stage you must Select and Recommend the product you have sourced on Trigold in the Quotes tab Select the product by clicking the product description in the Details column Mortgages Equity Release Protection ASU Buildings and Contents Pensions Investments Secured Loans Bridging Loans Commercial Loans Sources avelotrigold avelotrigold avelotrigold baoe brain Extemal Prospector Edit Client Researcher ee Quote i Add Product g E Product g Add Product g Add Product g au Product Started 5 18 09 2013 Leeds Building Society Welcome Mortgage 0 for 6 Months then 4 16 Fixed 375 05 Monthly 112 500 00 n Rate until 30 09 2018 up to 80 LTV No HLC Rep Only Tier 1 Attach Document No Address Details 1 In the illustration Details screen scroll down the section Recommended and Chosen Details section and tick both the Recommended and Chosen boxes Select the update button to update If there is any compliance prompts enabled within Momentum then this will be displayed after clicking the
14. process this application The Application is this a sote or joint application Sole Joint Are all applicants over 18 years of age o Oves Ono ts the property to be mortgaged intended as the main residence o Ovyes Ono The mortgage What is the purpose of the mortgage 6 Purchase Remortgage tremorgage please select ateason Please select iv Amount to be borrawed o 112500 Purchase price or valuation of the property 6 150000 Term of he mortgage 9 25 Years 0 Monts The application can be completed by entering data in the mandatory fields Once each section turns green click on the Send Now button Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 23 Momentum A Z iress Once the product has been chosen and recommended the Quotes module will change to Applications APPLICATIONS E Quotes k Mortgage 1of4 Recommended 1of4 Applications Mortgage 1 If you did not complete the application via the Quotes tab you can always select the Applications link to display the Application Management Screen Hover over the Action menu and select either the ETC or MTE to submit an application form Drag a column header and drop it here to group by that column AYoJ eI BI Created Type Provider Product Description Amount Action Applicant 20 09 2013 m
15. DD ene fact ted B amp C 1of1 Amended 24 11 2011 Said Giren Given to client oy 24 44 2014 Recommended 2 of 6 Bnioumentteausd Vv an Created 21 14 2011 PETEN PEF SPNA VA i j View Case Complaints Issued 24 11 2011 Amended 21 11 2011 PP Demands and Needs 4 Mortgage 4 k pai ec Created 21 11 2011 Abort Current Case P V Regulated Sale v Print Fact Find B amp C 1 paar Snai Previously Closed Cases ba Atisch Doume F Attach Document Document Issued e Attach Document F Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 35 Momentum A Z f ress A completed case Once the IDD Fact Find KFI Application and Suitability Letter have been completed all sections will show as completedor issued Mortgages w Equity Rekasa E Protection E ASU Bulkiings and Contents Secured Loans _ EBndging Loans _ Commercial Loans _ Pensions Invwesbnents LI Other Produncis Client Adviser Ur Stephan Ducker B No Number Bono Numoer amp Mr Stephen Ducker yy Ho Address EN Puiney il Avelo FS Holdings Lid Free lt filo Email ditches SUMMARY DWSCLOSURE FACT FIND APPLICATIONS SUITABILITY COMPLETED E i e de Compliance Status B Amend IDD Online Fact Find Quotes Biso Oi Suitability il asian sie chant soon created Pe tent Bt Main oS Document sued af View Case Complaints nein E Amandad Tyna mana b Attach Document Fi Abort Currant C
16. Momentum A Z jress The following user guide will show you how to create a Contact through to closing a Case This will encompass creating a Contact Case compliance documents and submitting the application Source Details Training Case Category Prospect X Source Telephone Sales vt Source Details j ig Personal Details Title Mr ve Forename s David Surname Smith Gender Male X Salutation Mr D Smith Date of Birth dd mm yyyy Marital Status Please Select v Grade Select Grade pees s Serving Adviser support Mr Support v Next Review Date dd mmyyyy Address Details Building Name or Number Postcode Google Google Foreign Address Address Line 1 Address Line 2 Address Town Address County Automatic Preferred Home Telephone Number F Business Telephone Number F Mobile eMail eMail Confirm Preferred Contact Time Anytime v Ido not wish to receive information on other products lam happy to receive information on other products The new Contact screen shown above requires you to complete all the mandatory fields Click on the Update button in order to proceed Please note that Contacts cannot be deleted once created The only way to delete a Contact is to mark it as a training case when creating the Contact This cannot be change to a training case after the Contact has been created
17. O THIS DECLARATION UNLESS YOU ARE ENTIRELY SATISFIED IF YOU HAVE ANY QUESTIONS OR ARE NOT SATISFIED WITH ANY ASPECT PLEASE SPEAK TO YOUR ADVISER Dats Protection lactnowledge that Avelo FS Holdings Ltd Free and fs subsidanes and any group to which t or m time to time belong Avelo FS Holdings Ltd Free wil process by computer or otherwise information obtained about me contaned in this Personal Financial Rewiew which relates to any contract enter into wth the Personal Data consent to using the Personal Data to enable Avei FS Holdings Ltd Free and ts representatives to manage my dealings wth Avelo FS Hokings Lid Free confirm that have the permission of any other person mentioned to provide Avelo FS Holdings Ltd Free wth the information contained in this Review consent to the mondonng actvihes data being checked andor disclosed to Regulatory authorities as part of compiance Money Laundering Regulations We may be required to verity your entity in accordance win the Proceeds of Crime Act 2002 and the Money Laundering Regulations and wE request the necessary evidence from you to prove your Mentty Failure to provide satisfactory evidence could resut in he product not proceeding Duty of Oieclosure Ra your responsb ty to provide complete and accurate information to us when you take out an insurance policy or mortgage is important Mat you ensure al statements you make on proposal forms claim forms and other documents are fal and
18. aes la F Regulated Sale af Print Fact Find En Previpusly Closed Cases Attach Document E Attach Document i Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 36 Momentum A Z iress Closing a Case A case can be closed at any stage once it has been created and can be closed via the Cases screen bh amp jn wn Ro TASKS CONTACTS CASES CASE DETAIL REPORTS SYSTEM ACTIVITY Hover over the Action menu for the required case contact and select the Close Case option 29 04 2013 IRAAN Mr Momentum CRM You will be prompted to confirm that you wish to close the case by reading the notes and clicking on the OK button Case Closure O x Please Note The Case is now ready for closure however the system has detected that the Case has not been submitted to Case Checking If this is correct then please navigate to the bottom of the window and close the case otherwise please Click Here to Submit to Case Checking g the case will prevent you from performing the following activities on this case No more client facts can be captured No more illustrations can be created recommended or chosen No more applications can be processed You will still however be able to perform the following activities on this case Update Application Notes Reissue Suitability Letters for com
19. ase Details Screen locate the document hover over the Action button and select the Issue Document option 20 09 2013 13 13 00 2 Suitability letter for Mr Stephen Ducker Mortgage Record of Suitability THEE sheets Awallng bows Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 29 Momentum A Z jress Once the Demands and Needs wizard launches you will need to work through the following sections e Introduction e About Your Needs e Your Existing Provisions e Meeting Your Needs e Your Chosen Solution Cover e Declaration Demands amp Needs Demands and Needs 17 May 2013 Prepared For Mrs Mandy Test Sections Reviewed Introduction About Your Needs Your Existing Provisions Meeting Your Needs Your Chosen Solution Cover Declaration Reset Template Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 32 Momentum A Z jress After editing each section and clicking the Section Reviewed button that section will display asa green tick on the Demands and Needs summary screen Demands amp Needs a gt d Sik T a M Demands amp Needs Your Chosen Solution Cover O o Based on the above you have accepted ea
20. ch of my recommendations Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 33 Momentum A Z jress Once all sections display a green tick under the Reviewed column select the Print Preview button to preview the document Demands amp Needs Demands amp Needs Demands and Needs 21 November 2011 Prepared For Mr Lucas James amp Mrs Hayley James Sections Reviewed Introduction About Your Needs Your Existing Provisions Meeting Your Needs Your Chosen Solution Cover Declaration If you select the Exit DaN button and the Demands and Needs letter has been previewed using the Print Preview button the following popup will be displayed Demands amp Needs Has the Demands and Needs document been Issued to the client Select if the Demands and Needs has been issued to the client will take you to the Demands and Needs Configuration screen Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 34 Momentum A Z Demands amp Needs Configuration Screen Issued D amp Ns Create Created By DaN Status Date ef 09 10 2 Mr Stephen 013 Ducker Reissu Reissue Reason e Date Issue Date 09 10 72 013 C
21. change Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress _ E Edit Document for Webpage Dialog A https crm trigoldcrystal co uk Fusion desktopmodules default ControlContainer aspx pageCtl dad System Head Offices gt Avelo FS Holdings Ltd Free Putney gt Mir Stephen Ducker Type Initial Disclosure Document Name leave blank for default IDD for Mr Friday Afternoon Notes Creation Date Date Provided Method of Delivery System Generated Filename CAUsers Duckers DocumentsiiDD pdt Completing the Fact Find Momentum contains two Fact Finds an online version and an offline version for times when you don t have access to the internet If the client only wishes to discuss mortgages then the Fact Find will only show the relevant fields FACT FIND COMPLETED FACT FIND X NOT STARTED Online Fact Find E Online Fact Find Offline Fact Find gt Offline Fact Find Crealed 79 04 2042 Created 29 04 2013 Amended 3004 2043 Amended 300412013 Print Fact Find es Print Fact Find En Attach Document 4 Attach Document 4 The Fact Find can be created in Momentum by clicking on either the Online Fact Find or the Offline Fact Find links buttons You may also attach you own Fact Find via the Attach Document button Support Tel 08450 683 000
22. cument Issued x Attach Document ki Locate the Document by selecting Browse Highlight the required Document and select the Open button to return to the Add Document Screen Select Save to Attach the Document G gt Libraries Documents t David Smith pli Organize New folder A JY Favorites Documents library ME Desktop David Smith pi Downloads T Recent Places Arrange by Folder Name Date modified Type Record of Suitability pdf 23 04 2013 11 42 Adobe Acrol ow Libraries Fa D Documents a Music Pictures E Videos jE Computer amp Windows C G2 duckers lon fs z User aii ws FR mee e File name Download failure online fix msg v All Allowed Files x Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 27 Momentum A Z ress Add Document for Mr David Smith O x Momentum gt Avelo FS Holdings Ltd Free gt Putney gt Mr Stephen Ducker Type Mortgage Record of Suitability x Name lesve blank for default Notes Creation Date S0 04 2013 15 51 Date Provided S0 04 2013 Method of Delivery Not Provided Filename CWsers duckers Desktop Record of Suitability BY sae E cance Note If attaching your own document you must remember to mark the document as issued This can be
23. d to select the appropriate tab to source for the required products avelotrigold avelotrigold avelotrigold mortgsge brain Prospector Edit Client Researcher SMSS OT npringyou By aere p gar GY r y ra g arra Selecting the sourcing option will launch the third party software In this case we will select IRESS Trigold Prospector to launch Trigold and source for mortgages You may also select the external quote option to attach an existing quote you have already produced When selecting the Prospector option the datahub will launch and Trigold will open Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 13 Momentum A Z iress Once Trigold opens you will need to complete any mandatory information Once you have completed all mandatory fields please click on the Source button Please correct the following Please enter a purchase price for the property Please enter the loan amount Please enter an LTV You may select any filters etc at this stage too File General Help Sort Panel Product Results Tabs Print Tools Windows e S 3 088 r Back Graph Criteria Show Fees MaxRate Consolidate Print Help Client Details Source Quote Property Adverse Credit Compliance Documents va Tasks Recall Dates Mortgage Requirements Mortgage Types Initial Filters Purpo
24. der to accurately advise you on your future lifestyle and financial needs need to gather information relating to your present and past financial circumstances e Anything we discuss during this advice process will be treated as confidential and any information stored will be in accordance with the provisions of the Data Protection Act Are there any other questions may answer for you before proceed Yes O No Personal Profile Personal coe Foreign Resident Yes Oro Expetriste O Yes O No Holdings Objectives Personal Profile Hokjings Morigage Declaration Drag a couma header and drop here to group by that couma Owner Product Type Provider Description Value No records to display Mortgage Objectives Personal Profie Holdings Wortgage Declaration Property to be Mortgaged i Post Code Copy address trom Current Mortgage Detaits Address Line 1 Address Line 2 Town County Property Ownership C ve Residence Type v Property Value 150 000 00 When was the property last valved A pe Year property was but l Property type Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z jress Declaration Objectives Personal Profle Hokfings Morgage Decaraton DO NOT AGREE T
25. e amp Seal No No On repayment Teachers Building Society Redemption Statement No No On early rep Level of Service gt Fees gt gt Insurance gt gt Product Summary gt gt Fring You must select a Procuration Fee before progressing Once the Procuration Fee has been selected click Next Loan Details Repayment Method Hlustration Total Costs Property Value 150 000 Repayment Date of Issue 30 04 2013 Upfront 0 00 Loan Amount 112 500 Assumed Start Date 01 7 2012 Added to Loan p op Loan Term Valid Until i On Completion 0 95 LTY 75 Must Commence By Total Loan 112 500 00 Fees Fees Procuration Fees Please select the appropriate gross procuration fee you will recerve for introducing this mortgage Mortgage related fees on the fees tab are for Lender direct subrnissions IF you intend to submit through a different channel you will need to check the fees on the fees tab carefully and amend any which may differ or no longer apply ou must state the name of the mortgage lender who will make the payment the name of the mortgage intermediary and the names of any third parties who will be paid 0 Teachers Building Society will make no payment to Arggghhhhh if you take out this mortgage 0 Teachers Building Society will pay Arggghhhhh no more than 250 00 if pou take out this mortgage O LiG Mortgage Club Teachers Building Society will pay L amp G Mortgage Club a fee of 393 75 if you take out this mortgage P
26. e Assurance products for your clients Webline Assureweb provides free instant access to the leading Life Assurance providers if you already have an Assureweb account click Quote now or to register click here Any Questions Call us on 0845 408 4022 Level of Service gt gt Fees gt gt Insurance gt gt Product Summary gt gt Print Product Summary Loan Details Repayment Method Illustration Total Costs Property value 150 000 Repayment Date of Issue 30 04 201 7 Upfront oo an Loan Amount 112 500 Assumed Start Date o 79013 Added to Loan ooo 00 Loan Term 25 Walid Until i On Completion oo o0 omo LTV 75 00 Must Commence By if Total Loan 112 500 00 500 00 Podac Sumimar Product Type Product Name Description Monthly Cost Mortgage Teachers BS 2 392 Discounted for 3 years then 4 99 498 45 Life Insurance i Not yet available Buildings amp Contents Ir 0 Mot yet available MPPI O Months 0 00 Buildings Insurance Conditional 0 Months 0 00 Repayment insurance 0 Months 0 00 Product Detail Total Monthly Cost 498 48 When available click on a product type in the table above to view details Add J Edt Remove j Level of Service gt gt gt gt Insurance gt Product Summary gt gt Print Next gt Ss Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesuppor
27. en selecting the Create IDD button you can specify what type of IDD you wish to create Mortgage only Insurance only Combined depending on which modules are selected on the Case Details screen What type of IOD do you want to create Have you read the IDD to the client Consent to proceed on limited verbal disclosure Has the IDD been issued to the client lt ISI lt 1 4 How is the sale taking place Date Read dd mmiyyyy Date of Consent dd mmiyyyy EN yE Date Issued dd mmiyyyy HAIE Depending on the type of IDD you have specified you must complete the relevant tab s Mortgage g a for alor wi not recetve s cecorrem ma may ask me a e selection of products S Ke Geta on ce about how wf sea Regulate d morgage products Vv yet monge v ai tet v ore w fee f t m ti Fee owy tee t the out o TC ka e e fee wih Commssa fee payable at the outset eo lee p n apokcaton te piedon E 5 he mammum as a tee E ve ma exceed 6 ayo lees efund Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z jress Insurance No Fee Once the IDD has been configured you must complete the following questions located under the type of IDD you wish to create Have you read the IDD to the client e Consent to proceed on li
28. he changes have been made You can also click on the Save Draft button to save the Suitability Letter Clicking the Next button will proceed to the end of the Suitability Letter wizard and the Close button will take you back to the previous screen Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 25 Momentum A Z ress At the end of the Suitability Letter wizard enter a Document Name enter in any notes if required and select a Provided Date and confirm the Method of Delivery Draft Document Editor Save Final Document DocumentName _ 18 09 2013 16 31 35 CA You may also preview the Suitability Letter by selecting the Preview button and then select the Save button and return to the Case Details Screen SUITABILITY Record Of Suitability ii Created SP 01S Amended PO 4201 3 Document lesued ae Attach Document ki Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 26 Momentum A Z iress Attaching an external Suitability Letter To attach an externally produced Suitability Letter select the Attach Document button SUITABILITY i a Record Of Suitability la Created WA Amended WA Do
29. his screen you can print save email and edit if applicable Please note that you must always click on the Save button to save the documents to Trigold and to ensure that they transfer back to Momentum A Document Preview File Edit View amp Print Ry Save fg Save As J Email a Edit A Zoom gh Find b W about this mortgage Trigold Technical Support 111 Upper Richmond Road Putney London I Sw15 2TJ Personalised illustration for Mr David Smith Date produced 30 04 2013 14 06 Valid Until This illustration is valid only on the date produced This is not a legally binding mortgage offer and it does not oblige Aldermore Bank PLC to provide you with the mortgage described in this illustration 1 About this illustration We are required by the Financial Services Authority FSA the independent watchdog that regulates financial services to provide you with this illustration All firms selling mortgages are required to give you illustrations like this one that contain similar information presented in the same wa Ka Ensure that you obtain other illustrations if you want to compare this mortgage with mortgages from other lenders 2 Which service are we providinc We recommend having assessed your needs that you take out this mortgage We are not recommending a particular mortgage for you However based on your answers to some questions we are giving you information about this
30. mited verbal disclosure e Has the IDD been issued to the client Located at the top and bottom of the IDD you may view any rejected advice Change IDD preview save the IDD and close the IDD Rejected Advice W Change IDD Preview The Change IDD button make the below buttons visible which will allow you to select a Company or Advisor IDD that has been set up on Momentum Set as Default for Revert Settings to Once the IDD has been set as issued the red Not Issued status will turn green and will display as Issued Support Tel 08450 683 000 option 3 Email trigold support iress co u k Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk Momentum A Z iress Attaching an IDD DISCLOSURE NOT ISSUED Create Attach IDD i Given to client Pd Created NIA Issued NIA Regulated Sale aff Note If attaching your own document you must remember to mark the document as issued This can be done by selecting a Method of Delivery option System Head Offices gt Avelo FS Holdings Ltd Free gt Putney gt Mr Stephen Ducker Type Name leave blank for default Notes If you have not set a Method of Delivery when attaching the IDD you must go to the Documents tab on the Case Details screen click on the document in the Name column and change the Method of Delivery and click the Update button to save the
31. ompleted Reject amp Re Issue Adjusted Rec Cho Status Premiu m Date Tim Provider Product Property Premiu e m 22 05 201 3X0 Yes Yes Started 3 Life Cover 10 22 00 Total Rec Total Chosen Total Available AND Chosen Premium Monthly Income 1 1 0 00 496 11 FT EE oan EY cee Click the Exit button to close the Demands and Needs Configuration screen and return to Unallocated Total Rec Quotes Momentum Once the Demands and Needs letter has been completed return to the Case Details screen and the Demands and Needs will display as issued Fy Ada Note E FA Add Document Case Details Audit Notes Documents Fees Show Component Manager Case Detail 1171 I Mortgages W Equity Release F Protection E ASU m Buildings and Contents Ea Secured Loans F Bridging Loans Fj Commercial Loans F Pensions E Investments F Other Products F Client Partner Adviser Mr Lucas James R amp Mrs Hayley James Dadtereadsen 4 152 Buntsford Gate E remon 4 152 Buntsford Gate A Mr James Anderson Bromsgrove Bromsgrove m Management Team I 07979 525569 Worcestershire B 07918 526415 Worcestershire mmi wanag B60 3DJ B60 3DJ J Avelo Trigold gt lucas o2 com O4 Hayley o02 com S AA SUMMARY DISCLOSURE FACT FIND APPLICATIONS j SUITABILITY E Compliance Status bi Amend IDD 3 Online Fact Find Quotes Record Of Suitability Mortgage 10f5 Created 21 11 2011 Passed pama Attach I
32. ompted with the following message E h Message from webpage You have not made any selections for referral Do you wish to continue Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 21 Momentum A Z iress Once the product has been chosen and recommended you will be prompted to either attach additional documents to the case or select documents to email to the client or send an email to the client with attached documents aa ell Email Internet Explorer enhan 4 https crm trigoldcrystal co uk fusion controls Attach Document s Send via Outlook Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 22 Momentum A Z iress From the Quotes screen you can now obtain an Agreement in principle Click on the arrow in the AIP column to launch Trigold on the application screen Details Leeds Building Society Welcome Mortgage 0 for 6 Months then 4 16 Fixed Rate until 30 09 2018 up to 80 LTV No HLC Rep Only Tier 1 No Address Details Documents Payment Premium Frequency Mortgage Loan Rec Chosen AIP KFI RoS Attach Document Mortgage Application Details We need all the information marked with to
33. pliance purposes Attach documents for compliance purposes Review the completed Fact Find Review all illustrations Review all applications In addition you will be able to commence a new case for client s which will transfer all previous fact find data into a new Fact find any new property addresses will also be automatically updated To commence anew case select the Case Detail link from the action menu in Cases for the relevant client then click the Add New Case Detail button Should you not want to close this case now select no in the dropdown below You can close this case ata later stage by selecting Close Case from the action menu for the relevant case in Cases Do you want to close this case Yes W Support Tel 08450 683 000 options 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 35
34. roc fee code TE1 O Mortgage Intelligence Elan Teachers Building Society will pay Mortgage Intelligence Elan a fee of 393 75 if you take out this mortgage 0 Mortgage Intelligence Spirit Teachers Building Society will pay Mortgage Intelligence Spirit a fee of 393 75 if you take out this mortgage 0 Mortgage Nest Club Teachers Building Society will pay Mortgage Next Club a fee of 393 75 if you take out this mortgage Next Intelligence Teachers Building Society will pay Next Intelligence a fee of 395 75 if you take out this morgage Level of Service gt Fees gt gt Insurance gt gt Product Summary gt gt Fring he Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 16 Momentum A Z iress Insurance GR Key Facts Illustration Illustration Tools Help Loan Details Repayment Method Illustration Total Costs Property Value 150 ooo Repayment Repayment me Date of Issue 30 04 2013 Upfront 0 00 LoanAmount 412 500 Assumed Stat Date 91 7 2013 AddedtoLoan 000 Loan Term 25 Valid Until IS On Completion 9 99 LTV 75 00 Must Commence By A i Total Loan 112 500 00 Insurance Life Insurance Buildings amp Contents Ins Protection ate Protect Your Clients Now TEENE WED Friends Provident The Exchange Level Terr The Exchange Decreasing Source the best Lif
35. s Mortgage Iv Buildings and Contents Pension Equity Release Secured Loan Investment Other Products teh WB Protection 8 Bridging Loan E ASU Commercial Loan m Next review date Meeting objectives ul p Ready for applications gl WE validate el update From this screen you will need to work through the following Discussion Areas Select the relevant discussion areas Personal Details Change add personal details for the applicant Dependants Do you have any dependants do you plan to have any in the next 1 3 years Current Home Change add current home details Employment and Income Change add employment and income details Liabilities Do you have any liabilities Current Mortgages Add a current mortgage rent Adverse Credit Change add Adverse Credit information Provisions Change add Provisions Other Policies Do you have any other policies investments savings Expenditure Change add outgoings Aims and Views Change add Accident Sickness and Unemployment Long Term Illness Critical Illness Death Building and Contents and Private Medical Insurance Product Requirements Add in your product requirement If one is not entered you will not be able to carry out a source Declarations Would you like the broker to make contact with you in the future Once each section has been completed the checklist on the left panel will display a green tick
36. se of Loan Shared Fixed Variable Clear All Max Pay Rate No Floor Rate or Max Floor Rate Buyer Type Capped V Libor Linked Overpayments Portability Repayment Method Discount Tracker Underpayments Fast Track eee Kialla 150 000 Verify Value with LT tb Between 0 9 o gt Yrs o Mt ths No Higher Lending Charge Free Legals Higher Lending Charge Addable Legal Fees Refunded it H it 37 500 LTV 75 And o ys ths oe ay oy hm M No Valuation Fee Exclude Free Legals Loan 112 500 Term 25 Lifetime Products Valuation Fee Refunded Switch To Fixed Panel All AllLenders v No Arrangement B ooking Fee or No Early Repayment at All Maximum Fee No Early Repayment Overhan Include Direct Products ety g Offset Mortgages No Stepped Products Verif a 7 p erified Sort By oti Lender APR ayment Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 14 Momentum A Z iress In the sourcing results screen select a product and click the KF button to launch the KFI Wizard File General Help Sort Panel Product Results Tabs Prnt Tools Windows 4 id tias E iE 2 3 Back Graph Criteria Show Fees AddFees Total to Pay APR Remortgage Compare Near Misses MaxRate Consolidate KF Print Heip Any documents of calculations produced from this screen
37. t iress co uk 17 Momentum A Z iress Print The last screen of the KFI Wizard allows you to produce your KFI as well other supporting documentation e ASU Decline A doc indicating the client does not want insurance e Sourcing Results amp Filters A list of your sourcing results and filters used e Mortgage Glossary Glossary of Mortgage terms e Suitability Letter Record of Suitability e Cost of Moving Letter Costs of moving Stamp Duty Land Fees etc Loan Details Repayment Method Illustration Total Costs Property Value 150 000 Repayment Repayment m Date of lstue 300472013 Uptront 0 00 Loan Amount 112 500 Assumed Start Date 01 772m3 Added to Loan p o0 Loan Term 25 Valid Until if On Completion p op LT Must Commence By P Total Loan 112 500 00 Pririt EFI F Suitability Letter C Cover Letter ASU Decline Cost of Moving Letter Select Letter Cover Letter Sourcing Results amp Filters Letter Address F Mortgage Glossary 64 390590 0301 4d54 ac 79 087 cal t Level of Service gt Fees gt gt Insurance gt gt Product Summary gt gt Print ha e Once you have selected which documents you would like to produce click on the Preview button Support Tel 08450 683 000 option 3 Email trigold support iress co uk Subscriptions Tel 08450 683 000 option 3 Email trigold registrations iress co uk mortgagesupport iress co uk 18 Momentum A Z iress From t
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