Advice and answers from the Trail Limited Team

Trail Training Videos

When starting new on Trail, watch these videos

Getting Started

Setting up your account and learning the basics

Keeping up with your Clients

How to use our CRM tools to properly manage your clients

Mortgage Advice

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

Insurance Advice

Use Trail to provide personal risk advice and perform policy reviews

The Client Portal

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

KiwiSaver & Investments

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

Managing Your Compliance Needs

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

FAQs

A list of the most commonly asked questions by Trail users

Trail Webinar Recordings

Recordings from our Office Hours Webinars, held every Thursday!

Migrating data to Trail from your existing CRM

Helping you get your existing client and business data into Trail

Trail Updates

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