Trigold Client Briefcase Guide

Trigold is the market leading mortgage sourcing tool, providing a complete end-to-end system for mortgage advice. It is regarded as the most user-friendly, compliant, and accurate sourcing software available; over two thirds of mortgage professionals use Trigold on a daily basis.

Client Briefcase allows you to import and export clients between multiple Trigold applications.

1. Launch Trigold via your desktop shortcut or via your Windows Start button\Programs or All Programs

2. If you do not have Trigold in the Start Menu, please go to Start – My Computer\Computer – Local Disk C – Program Files\Program Files (x86) – TrigoldCrystal – Prospector – Tool.exe

3. Select Client Briefcase

3. Select ‘Export to Client Briefcase’

4. Select the client(s) you wish to export by checking the export box. You can select all clients by clicking the ‘Check All’ or unselect all by clicking the ‘Uncheck All’

5. If you wish to include all associated documents and applications for the selected clients leave both the ‘include documents with export’ and ‘include applications with export’. If you wish to change the path where the file is to be saved, select the button to the right of the filename, and choose the preferred destination. Click OK when you are ready to save the file.

6. When the data has been saved, click OK

7. Click close on the export screen to re-open Trigold

8. You can now transfer the file you saved via step 5 onto the machine you need to import the client to e.g. using a USB, shared network drive, email.

1. Launch Trigold via your desktop shortcut or via your Windows Start button\Programs or All Programs

2. If you do not have Trigold in the Start Menu, please go to Start – My Computer\Computer – Local Disk C – Program Files\Program Files (x86) – TrigoldCrystal – Prospector – Tool.exe

3. Select Client Briefcase

4. Select ‘Import from Client Briefcase’

5. Select where you wish to import the client briefcase file from. If the file is saved on your machine, select Hard Disk.

6. Browse to where the file has been stored, click on the file and select open

7. Place a tick in all the clients you wish to import, and then select the Import button

8. Select the documents you wish to import in for the clients, and select OK.

9. If you get prompted that a record already exists, and you do not want to overwrite the existing reference in the database, select no to all. This will create a duplicate client with the original reference name followed by the words copy i.e. Test101 (Copy)

10. Once the data has been imported, click OK.

11. Click close on the import screen to re-open Trigold

12. Once you are back in Trigold, please click on Open Client, and the imported clients will now appear in the list

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