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I'm unable to download my client's application
I'm unable to download my client's application

Why Trail won't let you download an application before ticking off all the fact find sections

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Trail wants to make sure that you don't submit an application that isn't fully completed. Because of this, the software has been created to stop you from downloading an application unless each section of the application is ticked green by you. Ticking a section means that all information in that section is correct and ready to send to the bank. Once you have let the software know that all the sections are correct, you'll be allowed to download the application.

Please note:

  • If the information in the section is not complete and you try to tick it off, the software will show you what needs to be added

  • If someone else edits this information, the box will automatically untick for you to re-check

If you have ensured that all the sections have been ticked and you are still having issues downloading the application, please get in touch with us at

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