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Office Hours 05/08/21 - Disclosures, the Six Steps of Advice and how Trail helps you
Office Hours 05/08/21 - Disclosures, the Six Steps of Advice and how Trail helps you

How Trail makes editing and presenting disclosures throughout the six steps of advice a breeze

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

Join us at 9:30am every fortnight on a 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:

  • Editing your Organisation and Individual Disclosures

  • The Six Steps of Advice for Insurance and Mortgages

  • How Trail presents all four stages of Disclosures

If you need any help outside of Office Hours, here's how you can get in touch.

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