Once you reach the end of your advice process with your client, and either the loan has settled or your commission is received, you can 'win' the Mortgage Advice Opprtunity! ✅
Winning the Opportunity removes it from being in your Pipeline, as it signifies the end of having to actively work on this deal. You may have a few outstanding tasks, but you can create Activities with due dates to remind you of loose ends to tie up! 👍
This also means that you will have a new 'Product' in your client's Profile to represent their new loan(s), and any changes to their existing/ previous loans.
Have a further read to get to know how you can effectively WIN your Mortgage Advice Opportunity 😄
In this article you will learn:
What is Winning an advice opportunity?
The 3 different ways to win an opportunity
Updating your client's Position
What is Winning an Advice Opportunity?
This is to signal the end of your active work for your client for a particular advice process you went through with them. It marks the advice work as 'completed'.
What happens in Trail when you win an Opportunity:
The Opportunity no longer will show in your active Pipeline view; it is 'closed/ completed'
It will show in the Profile, in the Opportunities area under the tab 'Won'
You get to update key Position details about your client that may have changed during the advice process (new home address, savings/ debt levels, existing or new loans).
What you can do after you've WON the opportunity
You can re-open the opportunity at any time from the Profile Timeline
You can download a PDF copy of the diary notes you had for the opportunity at any time from the Profile Timeline
You can assign Compliance Evidence at any time after an Opportunity is won/ closed.
3 Ways to Win an Advice Opportunity
Once your client has completed the whole mortgage advice process, you'll need to 'Win' the Opportunity to update your client's statement of position to reflect their new circumstances, and also to remove the Opportunity from the Pipeline and the client's Profile.
1. The Pipeline
When on the Mortgage Advice Pipeline, click and drag the Opportunity tile (like you would to move an Opportunity between stages). Down the bottom of the screen, a few options will appear. Drag the tile and hover it over 'Complete' until it becomes a darker green, and let go.
2. The Client's Profile
When on the Profile for a client, click on the relevant Opportunity tile in the Opportunities box on the left hand side of the screen.
This will bring up the Opportunity Application Sidebar. From here, click the three dots at the bottom of the sidebar, and select 'Complete'.
3. The Application Editor
Once you have accessed the Advice Opportunity for a client, navigate to the Opportunity Summary section. From here, you will be able to select the green 'Win' button at the bottom right of the screen.
Updating your Client's Position
Once you have clicked 'Win/ Complete' Opportunity, you'll be asked to confirm the client's new statement of position.
See the confirmation modal that appears:
Green ticks ✅ = anything your client will continue to have/ keep
Greyed out / no tick ⬜= these are discontinued and will be removed from the client's statement of position.
Clicking on each box will allow you to edit the information for the item.
Best Practice 💡
We highly recommend checking over any new (or existing) mortgage details to make sure everything is correct, and you also put in as much information as you are aware:
After checking everything, filling out as much info as you know - you can click 'Win Opportunity' at the bottom of the page. 🎉
This will update:
Any open Opportunities (to become won/ closed)
The Products on the Profile