Setting up your Personal Profile

The Profile Settings page is the first page you will get taken to when going into your settings. On this page, you can add information about who you are, which will flow through different parts of Trail to help make the software more straightforward for clients as well as other users. This information shows on the Client Portal if clients are able to choose who their adviser is, which is why it is important that this page is up to date.

This is used on the Pipeline to show who is the owner of an Opportunity. The default email signature also uses this image to display, so it's important to have a good photo of you as your avatar as this may be the first time they see your face 😄

To change this, click the blue little up arrow at the bottom right of the image.

This is where you can write info about yourself that your clients will be able to see, so they can know more about who you are when deciding to do business with you. If your settings allow clients to choose who their adviser is, it is important to have a well-written paragraph, as this will help the client decide on an adviser who is best for them.

If you are a mortgage adviser, please ensure you upload your current adviser declaration, as this will be used when sending out Trail Document Requests. This system will attach the blank declaration to a space where your client can download it, sign it, and then re-upload it with a signature.

This is a link that allows prospective clients to sign up to work with you. It is especially helpful if you advertise online, as it makes it easy for clients to access your Client Portal. This takes away some of the time taken following up with new leads.

Here you are able to create a signature that will pull through to the email templates of the emails you send from Trail. By default it contains your name, contact details and your avatar photo.