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TrigoldCrystal Support: Equity Release PDF Print E-mail
Latest Release
Introducing the new Equity Release system from TrigoldCrystal:

The latest release brings you the ability to browse products, and make recommendations following a comprehensive client fact find. Download the PDF User Guide here.

Accessing Equity Release

- Getting Started

From Prospector...
Opening Equity Release from Prospector is accessed here from the Client Screen. See what you need to open the module.

Download PDF Guide
Equity Release via Prospector
From CRM...
As one of the core financial product modules in CRM, see how you enter the client details and access Equity Release.

System Support

Home screen Overview/Workflow...
Get a guided tour of the landing screen of Equity Release. What has been completed already and where you need to go from there

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 Home screen / overview Video
Results...
The Results grid shows which products match the client’s needs and on what specific feature(s) products do not match these requirements

Download PDF Guide
Equity Release Source Results
Disclosure...
Download templates for Disclosure and attach them to the your client file or upload your own Disclosure document for use with the case.


Equity Release IDD Guide
Equity Release IDD Video
Application...
Gives you the procedure for beginning the application process with your selected provider.
Equity Release Application
Fact Find...
The full Fact Find Lifestyle questionnaire records all the information needed to guide product selection. With Guidance notes and explanations of sections and terms.

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Equity Release Fact Find
Record of Suitability...
Download templates to complete and re-upload to complete the client file or upload your own record of suitability for use with the case.

Download PDF Guide
Suitability Letter Video