Changing your current work processes can be a daunting task, and sometimes a steep learning curve. We understand that, which is why when you sign up to Trail, we're here to help you every step of the way. These training videos have been created to help you get started on Trail as soon as your business is set up, so you can become a Trail pro in no time.
This Trail training video will explain how the Client Portal works. In particular, we will cover:
How a client chooses an adviser to work with
The dashboard
The documents page
The calculators page
The bank rates page
Client profile settings
For a more in-depth explanation of this process, click here to read further articles on this.
To see how a client completes a mortgage fact find using the Client Portal, click here.
As always, if you have any further questions, please get in touch with us by using the blue chat button in the bottom right corner, or sending us an email on support@gettrail.com.