Use this article to send the same completed mortgage application to more than one bank, by duplicating the opportunity in Trail, giving each copy a distinct name, and sending each application to its lender.
​

Sending the same application to several lenders increases the chances of your client getting approved. Complete the application as normal first (see Sending Mortgage Applications to Lenders), then duplicate the opportunity once for each additional bank.

There are two places in Trail where you can duplicate an opportunity: the application overview sidebar, and the Opportunity summary page. Both create the same copy; use whichever is in front of you.
​

1. On the client's Profile, click the Opportunity tile for the lending application. The application overview sidebar opens.

2. Click the three dots at the bottom of the sidebar, then click Duplicate.

​

1. On the client's Profile, open the application tab and click the Opportunity to open its summary page.

2. Click the Duplicate button at the bottom of the Opportunity summary page.

​

1. Check the copy was created. The duplicated application appears on the client's Profile and in the mortgage advice Pipeline. Everything from the original application is copied into the duplicate.

2. Give each opportunity a distinct name. Rename the opportunities so you can tell the copies apart at a glance, for example by adding each lender's name to the title. Any naming that makes the difference clear works.

3. Adjust and send each application. Edit the information under the Application section as necessary for each lender, then download and send it (see Sending Mortgage Applications to Lenders). Lenders cannot see that an application is a copy; the duplicate exists only for your own record-keeping.

If the duplicate doesn't appear on the Profile or Pipeline, refresh the page. If it still isn't there, email support@gettrail.com.
​

Get in touch at support@gettrail.com, or use the chat button in the bottom right of the screen.