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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Contents 
Creating a New Client ............................................................................................................................. 3 
Creating an IDD ....................................................................................................................................... 5 
Adding a Fee to the IDD ...................................................................................................................... 6 
Creating a Fact Find ................................................................................................................................ 9 
The Fact Find in more detail ............................................................................................................. 10 
Sourcing ................................................................................................................................................ 22 
Creating a KFI ........................................................................................................................................ 26 
KFI Wizard ......................................................................................................................................... 32 
Suitability Letter .................................................................................................................................... 37 
Creating an Application ......................................................................................................................... 40 
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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
The following user guide will detail how to create a client, complete compliance documents, source, 
produce a KFI and Suitability Letter and submit an application. 
From the home screen of Trigold, you can access: 
Browse Products – browse all products on Trigold 
Lender Details – view a list of Lenders and their products on Trigold 
New Client – create a new client 
Open Client – open an existing client 
Equifax – credit rating website 
Mortgage Applications – complete a mortgage application online 
Client Briefcase – Export and import client data 
Outlook Integration – Integration with Microsoft Outlook 
News – view product related news 
Outbox – Outlook Integration 
User Settings – configure broker details 
Tools – backup client data 
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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Creating a New Client 
To create a new Client, click the New Client button. If you have an existing client, click Open Client. 
If you have compliance prompts enabled, click the OK button. 
On the clients details tab, you will need to complete the following mandatory fields: 
Your Reference 
Title 
Forename 
Surname 
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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
On the Source/Quote tab, you will need to complete the following mandatory fields: 
Purpose of Loan 
Buyer Type 
Repayment Method 
Price/Valuation 
Loan 
LTV 
Term 
All other sourcing criteria are optional, and will help refine the list of sourcing results displayed 
within the sourcing results screen. 
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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Creating an IDD 
To create an IDD (Initial Disclosure Document) click the Create IDD button located in the Edit Client 
screen.  
You may select the type of IDD depending on the types of products you are providing. 
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.NET PDF SDK - Description of All PDF Processing Control Feastures
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Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Adding a Fee to the IDD 
To add a fee to the IDD, you must first choose if the fee is to be a Fee only or Fee plus commission. 
To add a fee, click the Add button and then the Add button once more. 
Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Select the type of fee (Fixed, Percentage), the fee amount, and when the fee will be payable and 
then click the OK button. You may continue to add additional fees via the Add / Amend Broker Fees 
screen shown above. 
Once you have added your fee, you will need to apply the fee. Ensure the fee has a red tick against 
it, as shown below. 
Click the OK button to preview the IDD. 
Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
On the IDD Document Preview screen, you may print and save the IDD. Depending on the mortgage 
club or network you are with, you may be unable to edit this document. 
After saving the document you may close the preview screen by clicking the X in the top right. 
Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
Creating a Fact Find 
To create the Fact Find, click the Fact Find button located in the Edit Client screen. 
If you have compliance prompts enabled, you will be prompted to complete the IDD. If you have not 
yet completed the IDD, clicking the Initial Disclosure Document button will take you to the IDD 
creation screen. Click the OK button to continue to the Fact Find. 
When the Fact Find wizard launches, the navigation tabs on the left will need to be completed. Red 
circles indicate areas that are missing information and green circles indicate the section has been 
completed. 
Trigold A-Z User Guide 
Support Tel: 08714 23 24 24   Email: trigold.support@avelo.com 
Subscriptions Tel: 08714 23 24 24 Email: trigold.registrations@avelo.com 
Mortgagesupport.iress.co.uk 
While working through the Fact Find, the toolbar shown below allows the adviser to Save, Print, and 
validate the Fact Find.
The Fact Find in more detail 
Client Details 
Identify Verification 
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