Welcome to the Trailblazer Courses!
Get started and build a solid understanding of your CRM.
These are our core learning videos to get you familiar with everything you need to know to effectively use Trail.
Introduction video to the mortgage course:
💡 Top Tip
Short on time? Watch it at a faster speed! Once you've clicked to begin the course & selected a video to start with, navigate to the bottom-right of the video, look for the cog icon for Settings > and then select Playback Speed.
We recommend 1.25x or 1.5x speed to still understand the content but saves you time!
Course Content
Create a mortgage opportunity
Get a look into the client Fact Find process and what they see
Reviewing the Fact Find information gathered
Editing the application-specific information
Finalising the application
Presenting your Mortgage Recommendations
Servicing your client's mortgages moving forward
Next Step
Continue learning and building your basic foundation of understanding Trail with these following courses!
Need to revise the basics to Trail? Click below to go back to a previous course:
If you have access to 'Organisation Settings':
Or for the Insurance advice-specific course, see below:
For any further or specific questions, get in touch with us! 💬