Advice and answers from the Trail Team 😄
Pathfinder Training Program
Essential Onboarding videos to watch and learn Trail!
Set Up
Essential setup of Trail, including your disclosures!
Data Migration
Import Options, Costs & Supported CRM Instructions
Kiwi Adviser Network Features
Get to know KAN exclusive features✨
Get Started
Quickly learn all the basics of Trail!
FAQs
A list of the most commonly asked questions by Trail users
Profile & Contact Management
Edit your client's Profile, their Documents and their Contact details
Advice Process
Go through the 6 steps of advice & how Trail supports you in following this!
Mortgage & Insurance Scenarios
Specific scenarios for Mortgage & Insurance Advice
The Client Portal
Get to know the Client Portal and helping your clients login
Emails & Integrations
Setup your Trail Email Integration and link with Mailchimp & ActiveCampaign
Compliance, Disclosures & Complaints
Everything you need to know about how Trail manages these!
KiwiSaver & Investments
How to manage your client's Investment and KiwiSaver advice
Fire and General Insurances
Use Trail to manage your Fire and General opportunities
Reporting & Filtering Data
Extract lists and reports using Advanced Filter & the Reports page
Training Video Archive
Masterclasses, Trailblazers & Office Hours
Trail Support
How to reach our team, report bugs and give feedback!