TrigoldCrystal CRM: Disclosure Documents PDF Print E-mail

Highly flexible initial disclosure document generation

The Initial Disclosure Document module provides the User with the ability to tailor an IDD for a specific Case. Users also have the ability to attach an external IDD or Menu and indicate that a default has been issued. The fully online or offline IDD or Menu can be created in a mortgage only format, insurance only format or combined. Furthermore the IDD supports telephone or face to face sales processes. When an IDD has been set for the first time, this can be stored as a default meaning the settings will remain for each sale to other clients. This enables quick creation of the document.

Fee Only Options



Fee with Commission



Networks can determine settings for the IDD which is extremely flexible to cater for all types of advice, panels and fees. Greater flexibility can be given to DA users within the same system and all types of users can set their own default for all future sales. Information and help icons are available throughout the online IDD giving clear instructions to the User on the format of the document and how the fields pre-populate the relevant section of the regulatory document.

Key Features
  • Automatically generated and attached to email via the intelligent workflow

  • Access to Document Log and all case documents

  • Electronically stored in the document management module for the relevant case Handles face to face or Call Centre usage

  • Highly flexible support for huge variety of charging approaches

  • Produces Insurance Only, Mortgage Only or Combined IDD

  • Manually attach own IDD or Menu

  • Intelligently drives the rest of the sales process ensuring only relevant data is captured depending on areas being discussed
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