Office Hours 01/04/21 - The Mortgage Recommendation Pages

In this webinar, we go through the New Mortgage Recommendation page and an overview of the old recommendation page.

Written by Chuck Slogrove

Updated over a week ago

Join us at 9:30am every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.

In this weeks Office Hours, we covered the following topics:

Overview of the Mortgage Advice process.
The Mortgage Recommendation Page.
Producing and presenting the document to the client.
The Old Mortgage Recommendation page with widgets.

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