When starting new on Trail, watch these videos
A list of the most commonly asked questions by Trail users
Setting up your account and learning the basics
Helping you get your existing client and business data into Trail
How to use our CRM tools to properly manage your clients
How the Client Portal works for your clients
How to get your client from where they are now, to purchasing their new property or refixing their loan
How to ensure your clients are protected if the worst happens
How to help your client's make the best investment and KiwiSaver decisions
The latest and greatest updates made by us, to help you
Articles to help you use the features of the software which support a compliant advice process
