Go to Trail Limited

Advice and answers from the Trail Limited Team

Trail Training Videos

When starting new on Trail, watch these videos

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5 articles in this collection
Written by Angel Chessum and Farran Jonker

Trail Webinar Recordings

Recordings from our Webinar series (2021) and Trail Master Classes (2022)

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46 articles in this collection
Written by Angel Chessum, Jade Perkins, Farran Jonker and 2 others

Trail Updates

The latest and greatest updates made by us, to help you

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8 articles in this collection
Written by Farran Jonker, Erica Danielson, Angel Chessum and 2 others

Getting Started

Setting up your account and learning the basics

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35 articles in this collection
Written by Erica Danielson, Chuck Slogrove, Farran Jonker and 3 others

Keeping up with your Clients

How to use our CRM tools to properly manage your clients

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44 articles in this collection
Written by Erica Danielson, Angel Chessum, Farran Jonker and 2 others

Mortgage Advice

Use Trail to complete lending applications, provide mortgage recommendations and service fixed rate rollovers

Jade Perkins avatar Erica Danielson avatar Nicholas Jennings avatar +2
26 articles in this collection
Written by Jade Perkins, Erica Danielson, Nicholas Jennings and 2 others

Insurance Advice

Use Trail to provide personal risk advice and perform policy reviews

Jade Perkins avatar Farran Jonker avatar Brodie Hutton avatar +2
22 articles in this collection
Written by Jade Perkins, Farran Jonker, Brodie Hutton and 2 others

KiwiSaver & Investments

How to help your client's make the best investment and KiwiSaver decisions

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5 articles in this collection
Written by Farran Jonker

The Client Portal

Learn about the client experience and how they complete fact finds and quickforms

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18 articles in this collection
Written by Jade Perkins, Angel Chessum, and Farran Jonker

Your Disclosures & Compliance Needs

Articles to help you use the features of the software which support a compliant advice process

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3 articles in this collection
Written by Farran Jonker and Phoebe Rolfe

Migrating Data to Trail

Helping you get your existing client and business data into Trail

Jade Perkins avatar Chuck Slogrove avatar
10 articles in this collection
Written by Jade Perkins and Chuck Slogrove

Kiwi Adviser Network Articles

Farran Jonker avatar Phoebe Rolfe avatar Nicholas Jennings avatar
3 articles in this collection
Written by Farran Jonker, Phoebe Rolfe, and Nicholas Jennings

FAQs

A list of the most commonly asked questions by Trail users

Farran Jonker avatar Erica Danielson avatar Nicholas Jennings avatar +2
23 articles in this collection
Written by Farran Jonker, Erica Danielson, Nicholas Jennings and 2 others