TrigoldCrystal Support Centre - TrigoldCrystal CRM: Suitability Letters

TrigoldCrystal CRM: Suitability Letters

Automatic letter generation

The document generator makes full use of data population and utilises an intuitive approach to creating these complicated letters. Where possible underlying rules pre select the required paragraphs based upon the fact find data and the recommended product(s). User’s can access the document generator from either the case detail screen or from illustration management. Depending on the product selected the letter will automatically choose the correct template and apply the rules. On first access, if required a series of further questions are asked to ensure that as much automation and paragraph selection is made prior to entering the letter. This greatly reduces the time needed to complete the letter:

On selecting ‘Open’, the letter will be presented in the editor allowing the user to review the paragraphs, add free text, format pages and check the spelling. The document can then be saved as a draft or issued.

Key Benefits

Automatic pre-selected paragraphs based upon the Fact Find and Illustration data
Ability to add free text and personalise
Intuitive look and feel enabling easy completion
Mortgage Record of Suitability, Demands & Needs Statement and Suitability Letter all generated
Full formatting of letters using Word like controls, such as page breaks, tables etc.
Fully editable text
Validation to complete certain areas
Full speck checker
Cut and Paste