GETTING STARTED WITH TRIGOLD MOBILE ON AN IPAD ios App

Transcription

1 GETTING STARTED WITH TRIGOLD MOBILE ON AN IPAD ios App Trigold June 2014 *These accreditations belong to IRESS FS Limited IRESS (UK) Limited

2 CONTENTS 1. Overview System Requirements Downloading the Trigold Mobile app Using Trigold Mobile Starting the app for the first time Mortgage Search Contact us... 8 IRESS (UK) Limited Page 2 of 8

3 1. OVERVIEW This guide has been put together to help you make the most of Trigold Mobile. It is designed for new users so most of the functionality will be familiar to existing Trigold Prospector users. The Trigold Mobile app is part of the IRESS Trigold mortgage sourcing family of products and is free to use for all Trigold Prospector subscribers. To use the app, you must have a Trigold Prospector subscription. In order to get the best functionality on each device Trigold Mobile works slightly differently on an iphone and ipod Touch compared with an ipad. The core Mortgage Sourcing functions in the same way on all devices and additionally on iphone and ipod Touch there is a home screen with the option to use the Mortgage calculators. This guide is for the ipad, please see our Getting started guide with Trigold Mobile on an iphone or ipod Touch for specific information relating to using Trigold Mobile on an iphone or ipod Touch. 2. SYSTEM REQUIREMENTS Operating system: ios 7.1 and above Supported devices: ipad 2 and above All ipad Minis iphone 4 and above ipod Touch (5 th generation and above) 3. DOWNLOADING THE TRIGOLD MOBILE APP Trigold Mobile can be downloaded from the Apple App Store, search for Trigold Mobile to find the app. 4. USING TRIGOLD MOBILE 4.1. Starting the app for the first time Once the app has downloaded and installed successfully on your ipad you will see the IRESS app icon on your home screen: When the app is first opened it will check you have a Trigold Prospector subscription. You will be prompted to enter your Trigold Prospector login details; please enter your Trigold Prospector User ID and Password in the corresponding Login and Password boxes. For security purposes the app will occasionally ask you to re-enter your login details so please keep them safe for reference. IRESS (UK) Limited Page 3 of 8

4 4.2. Mortgage Search As standard the search options are hidden when the ipad is used in portrait mode so you have more space to view the results. To display the search options tap Search Mortgages or swipe from Left to Right. To source mortgages enter the search options and tap the Search button at the bottom of the screen. The Value, Deposit, Loan Amount, and LTV are mandatory and must be entered for the search to take place; all other options have default values. Below the Search button are optional advanced search options. IRESS (UK) Limited Page 4 of 8

5 Following your search the first fifty matching products will be displayed. If the search did not return any products, a message will be displayed and you will remain on the search screen. You change the order of the results by tapping Sort. This will display six options on the screen, selecting a different sort order will return the top fifty products for that option. IRESS (UK) Limited Page 5 of 8

6 To find out more details about a particular product, tap the row for the product of interest. From here you can the selected product details and the top 30 results to yourself using the me feature (this uses the address in Settings). Or you can return to the search results via the Close button. IRESS (UK) Limited Page 6 of 8

7 If you have a Momentum subscription, the app will prompt you to enter your Momentum login details. This automatically generates a lead in Momentum for you when you the product details. To send the , add the relevant client details for your reference and tap the Send button. Once your has been sent you will be returned to the results list. To Clear the Value, Deposit, Loan Amount, and LTV you used for your previous search tap the Clear link at the top of the screen. No other details are changed from your previous search options. If you wish to further refine your search there are additional search options below the Search button. If you wish to change the the app uses to send the product details to from Me you can alter it by tapping the Settings link on the results screen. The address is the same as the one IRESS (UK) Limited Page 7 of 8

8 linked to your Trigold Prospector account. If it isn t what you are expecting you can update it here for Trigold Mobile and you can update Trigold Prospector in the User Settings. If you have a Momentum Subscription you can also add your details here. If you do not have a Momentum Subscription you will see not subscribed next to the Momentum heading. Tapping close will save the data you have entered. 5. CONTACT US If you have questions please us at Trigold.Support@iress.co.uk for general assistance or Trigold.Registrations@iress.co.uk for registration queries. Or you can give our support team a call on (9:00-17:30, Mon-Fri). IRESS (UK) Limited Page 8 of 8