Get started on Trail through our training courses!
The latest and greatest updates made by us, to help you!
Setting up your account and learning the basics
How to use our CRM tools to properly manage your clients
Use Trail to complete lending applications, provide mortgage recommendations and service fixed rate rollovers
Use Trail to provide personal risk advice and perform policy reviews
How to help your client's make the best investment and KiwiSaver decisions
Use Trail to manage you Fire and General opportunities
Articles to help you use the features of the software which support a compliant advice process
Helping you get your existing client and business data into Trail
Here are our Help Guides on how to use KAN exclusive features!
A list of the most commonly asked questions by Trail users
