Prospector is fully compatible with Windows 7 (32 bit). If you are upgrading your operating system from Vista to Windows 7 we do advise you to backup your client data first. You can find backup instructions here.

Yes, you can use the Prospector on an "off-line" computer. You will still be able conduct product sources, create and print IDDs, KFIs and other compliance documents. you will not be able to download product updates, submit applications via ETC or access Equity Release.

Yes, a single Prospector licence allows you to have it installed to two machines be they desktop PCs or laptops. Please be aware that our licence agreement clearly states that the application is sole use of the registered licence holder. you are prohibited from having Prospector installed on two machines for the use of two different people. If you have additional advisors within your company that need to use Prospector you will need to purchase additional licenses by contacting our subscriptions team.

Yes, you can share a Prospector database between more than one person/computer. you need to have a network share that all machines can access. It is necessary for each user to have their own license. For more information on sharing a database amongst several computers, go to our useful guides section.

Our data is updated every night at 6pm. If a lender has sent us a late notification of changes to products, we will may also update at midday the following day. The Main menu screen of Prospector displays the latest Mortgage data date following on Online Update.

You will need your user id and password to register any new Prospector installations. If you are unable to locate your user id and password you can contact our Registrations team, at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , who will be able to provide it for you.

The Prospector network code refers to the Packager or Mortgage club that you have subscribed to Trigoldcrystal through. i.e. PMS, Mortgage Intelligence or Legal & General. To ensure that the correct configurations and compliance rules are setup within your Prospector installation you need to enter the correct 3 digit Network Code. If you don’t know your Network code you can either contact your Mortgage Club or Packager or our Registrations team, at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , who will be able to provide it for you. If you are a sole DA advisor subscribing directly to Trigoldcrystal then your Network code is 100.

If you are planning on moving to a Mortgage Club or Packager that offers a Prospector subscription you will firstly need to contact the relevant Mortgage club/Packager and arrange for a new Prospector user id and Password to be generated. You will then need to uninstall your current version of Prospector and install a copy using the new user details provided to you. You can find information on uninstalling Prospector here. Please remember to backup your Prospector client data prior to uninstalling. You can find backup instructions here.

Prospector uses many different filter options to minimise the products sourced to a relevant number. These filters can be affected by criteria such as maximum age where some lenders will restrict the maximum age of an applicant to be 65 on completion of the mortgage or if the client is self employed some lenders require 2 or 3 years accounts or may average 2 or 3 years accounts and you may have only entered accounts for year 1. In some cases a lender will have a minimum valuation on all products.

We do include these criteria rules in the notes attached to each product. If you are unsure as to why a particular product has not been returned in your source results you can use the Lender Details option on the Main menu screen to locate the product and review the notes. You can then check to see if you have entered in some client information that will make them ineligible for the product.

You can attach external documents to client cases within Prospector by clicking on the documents tab on the Edit Client screen and selecting the Add Document button. Acceptable file formats are PDF, DOC and JPEG.

Currently there is no facility within Prospector to export client data to an external system. We do have the functionality to export client data between different Prospector systems using the Client Briefcase tool. But you can export client data entered into TrigoldCrystal CRM directly to CSV file.

Trigoldcrystal is a software house and as such is not regulated to directly provide Key Facts documentation. We will assist subscribing advisors with historic product information where possible for research purposes and we do provide a data analysis service to show past and present market trends.

Our Webtools product suite includes a plugin for sourcing directly from your own website, sourcing within CRM as well as a sourcing app for the iphone. You can find more details here.

- The password is case sensitive, check the caps lock is not on.
- System is locked out if you have got the wrong password 3 times in a row, you can try again in 30 minutes.
- Try changing you password using the link provided on the login screen.
- If you are a brand new user to Momentum you account may not be set to Live.
- Contact your system administrator.

The IDD is driven from the product selection boxes which appear on the Case Details screen.
You need to have at least one Insurance product selected to see the Insurance tab in the IDD, and the Mortgage box selected to see the Mortgage tab.

The attach menu section of the case details screen is only available if you have either the Pension or Investment product selection boxes checked. If you are not selling either of these products then you do not need to attach a menu. Uncheck Pensions and/or Investments and the menu section will disappear.

The ND icon stands for Not Discussed. For any column which displays ND you cannot sell that product for that case. The Cases screen is driven from the product selection check boxes which are completed on the Case Details screen. Ensure you have the correct products selected for that case.

To apply for a quote you first need to recommend and choose it. If you have agreed that is the quote the clients want, click the quote to take you into the quote details screen. At the bottom of that page you will see the recommended and choose check boxes (3 in total). Tick them all and click update to confirm that quote is to be applied for which will move it to the Applications screen, and then complete the relevant compliance document (ROS/DAN/SL).

There is a new launch point in Momentum for the ROS. Next to the quote you have recommended and chosen you will see the last column is entitled ROS. Click the button and the template editor will launch, which is where you can complete the ROS letter.

You need to have completed the relevant compliance document in order to progress the application. If it’s a mortgage application ensure the ROS is complete. If it’s an insurance application ensure the DAN is complete. If it’s a pension or investment application ensure the SL is complete.

If you have completed the ROS or SL but are still unable to change the status of the application, check in Document Management to ensure it has been issued. You will see in the status column if your document has been issued or not. If it has a status of ‘Awaiting Issue’, click into the details of that document and set a delivery method and issue date.

Depending on how Momentum is configured for your network, this may vary slightly. However most networks have automatic submission turned on for when the application is completed. Therefore, ensure you have to set all your applications for the case you want to submit to ‘App form Completed’, in applications and you will receive confirmation your case has been submitted via an onscreen pop-up message.