The Trail Client Portal streamlines all of the key actions your clients will need to take, to save you both time and give you more flexibility. Clients can:

  • Complete a mortgage fact find

  • Complete an insurance needs analysis

  • Update personal information

  • Upload documents

  • Complete quickforms for mortgage and insurance

The information clients enter in the fact find then automatically carries through to their application, removing the need for double entry and saving you time.

Trail makes it easy for your clients to work with you:

When a client logs into their Trail account, they immediately come to the dashboard, which is set up to make the creating or editing of an application as easy as possible. Through the Client Portal, they are also able to upload documents, check some borrowing capacity calculators, and view the current bank interest rates.

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