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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44 articles in this collection
Written by Jade Perkins, Angel Chessum, 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, Conor Ferigo and 2 others

Getting Started

Setting up your account and learning the basics

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33 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Angel Chessum and 2 others

Keeping up with your Clients

How to use our CRM tools to properly manage your clients

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42 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Angel Chessum and 1 other

Mortgage Advice

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

Farran Jonker avatar Nicholas Jennings avatar Erica Danielson avatar +1
25 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Erica Danielson and 1 other

Insurance Advice

Use Trail to provide personal risk advice and perform policy reviews

Farran Jonker avatar Angel Chessum avatar Brodie Hutton avatar +1
22 articles in this collection
Written by Farran Jonker, Angel Chessum, Brodie Hutton and 1 other

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

Farran Jonker avatar Angel Chessum avatar
18 articles in this collection
Written by Farran Jonker and Angel Chessum

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

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10 articles in this collection
Written by Chuck Slogrove and Farran Jonker

Kiwi Adviser Network Articles

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1 article in this collection
Written by Farran Jonker

FAQs

A list of the most commonly asked questions by Trail users

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