Trail Help Center

Trail Training Videos

When starting new on Trail, watch these videos

18 articles in this collection
Written by Jimmy Krauts

Trail Webinars

A collection of the webinars held by Trail on different topics

4 articles in this collection
Written by Jimmy Krauts

FAQs

A list of the most commonly asked questions by Trail users

15 articles in this collection
Written by Farran Jonker and Jimmy Krauts

Getting Started

Setting up your account and learning the basics

30 articles in this collection
Written by Farran Jonker, Jimmy Krauts, and Chuck Slogrove

Migrating data to Trail from your existing CRM

Helping you get your existing client and business data into Trail

10 articles in this collection
Written by Chuck Slogrove and Jimmy Krauts

Keeping up with your Clients

How to use our CRM tools to properly manage your clients

36 articles in this collection
Written by Farran Jonker and Jimmy Krauts

Understanding the Client Portal

How the Client Portal works for your clients

17 articles in this collection
Written by Jimmy Krauts

Lending Applications and Other Mortgage Processes

How to get your client from where they are now, to purchasing their new property or refixing their loan

20 articles in this collection
Written by Jimmy Krauts and Farran Jonker

Putting Insurance in Place

How to ensure your clients are protected if the worst happens

20 articles in this collection
Written by Jimmy Krauts

Managing your Client's KiwiSaver & Investments

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

5 articles in this collection
Written by Jimmy Krauts

Trail Updates

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

9 articles in this collection
Written by Jimmy Krauts and Farran Jonker

Managing Your Compliance Needs

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

2 articles in this collection
Written by Jimmy Krauts