Client Briefcase User Guide (Importing) 1. Launch Trigold. 2
Contents
1. jress Client Briefcase User Guide Importing Warning We have no responsibility to you or any party for the contents of any Application or documents including without limitation any security configurations we are not liable for any viruses and corruption of data or damage caused as a result of using our documents and guidelines we do not endorse any documents and applications We make no warranty that the document will meet your requirements or will be compatible with your computer equipment or that your use of it will be uninterrupted timely secure or error free c All Rights Reserved IFonline Limited trading as Trigold January 2009 1 Launch Trigold 2 Click on the Client Briefcase button el Prospector V10 1 9 Main Menu osjeca trigoldcrystal Prospector Gs stephen ducker iress co uk EA Calculator 7 Update File Tools Windows Help lress Mortgage Data Date 21 05 14 19 25 supporicentre Visit our Online Support Centre for technical help on using Prospector CEND m Wine he Browse Products Lender Details New Client Open Client Equifax Mortgage Applications as We hear you A new application portal made with you in mind Kensington THIS INFORMATION IS FOR INTERMEDIARIES ONLY Simply Specialist VALUATION FEE i REFUNDS FOR ee Outlook Integration ch FIND OUT MORE s News a sero Coreen a other professionals only aS User Settings 2 Year Fi2. rs template O DLAdvert Cj intelliflo O vocadata C DocViewTemp lifequot O webline C Download lms ied export bed _Jeconveyancer J menuicons C FirstSoftware 3 mhmq O Focusforms C mtgkeeper Desktop My Documents File name export ted w Open Files of type Trigald Client Data Cancel Open as read only My Network Tel 0845 068 3000 option 3 Support Email trigold support iress co uk Subscriptions Email trigold registrations iress co uk Website Mortgagesupport iress co uk iress Client Briefcase User Guide Importing 6 Ensure any clients that you wish to transfer have a tick against them which is located in the Import column and then click on the Import button Client Briefcase import clients selected 1 Broker Name M A Company Hame 123 Company Postcode Wwa 4PL Import _ Reference Name Date Recall Date Property Postoode o Testi John Smith 18201 2008 28202 2011 Britannia B Check Selected Check All Uncheck Selected Uncheck All 7 If you wish to include all associated documents and applications for the selected clients ensure that both the Include documents with import and Include applications with import are ticked Click on the OK button to continue Import Options Documents Include documents with import Include applications with import Destination a E Tel 0845 068 3000 option 3 Support Email trigold support iress co uk Subscription
3. s Email trigold registrations iress co uk Website Mortgagesupport iress co uk ress Client Briefcase User Guide Importing 8 If the message A duplicate record already exists do you wish to overwrite this existing date and you do not wish to overwrite the existing client in the database click on the No to All button If you click on the Yes to All button and duplicate clients will be overwritten Duplicate Reference Exists A duplicate record already exists do you wish to overwrite this existing data Hef TestO time stamp 224330183 9 Once the data has successfully imported the following message will appear Import success Data has been successfully imported 10 Click Close on the Import screen to re launch Trigold Client Briefcase import Broker Hame N A Company Hame 123 Company Postcode Ww 4PL Import Reference Name ate Recall Date Property Postcode Lender Nar Testi 0 John Smith 1870172008 26 02 2011 Britannia E m selected Check All Uncheck Selected Uncheck All Tel 0845 068 3000 option 3 Support Email trigold support iress co uk Subscriptions Email trigold registrations iress co uk Website Mortgagesupport iress co uk
4. xed BTL 2 59 60 LTV platform G w 1999 arrangement fee oct Ihe ietermediary lender ct Trecoeperttietos Free standard legals for remortgage when using our recommended Solicitors 3 Click on the Import from Client Briefcase button ey Client Briefcase Client Briefcase Briefcase gives you greater control over the management of your chent data by enabling transter ot client information trom within Prospector to other users and machines sharing this datais quick and convenient with a minimum of effort required Export to Chent Briefcase Import from Chent Briefcase Tel 0845 068 3000 option 3 Support Email trigold support iress co uk Subscriptions Email trigold registrations iress co uk Website Mortgagesupport iress co uk iress Client Briefcase User Guide Importing 4 Select the type of client briefcase file you wish to import from either your email or hard drive and then click on the OK button Import Type Client Briefcase Please select the type of the chent briefcase file you wish to impart Once vou have made your s lection follow the on screen prompts to open the file Hard disk Email 5 Browse to where the export tcd is located and then click on the Open button 9 friendsprovident C Plum ey generic 3 quotes My Recent gsw Qsaved Documents _ cardifpinnacle http _ 9 secloansresources ces images _ skins C comprat import 3 spquod dashboard installe
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