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Office Hours 19/08/21 - The different pages your clients see when logging into Trail
Office Hours 19/08/21 - The different pages your clients see when logging into Trail

Mortgage and Insurance, Fact Finds and Quickforms, what do your clients see?

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:

  • What Trail looks like from a clients perspective

  • Mortgage and Insurance Fact Finds

  • Quickforms

  • Insurance Settings

  • Document Requests

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

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