A better way to integrate your Microsoft Office 365/ Outlook emails to Trail is coming soon! Click here to learn more.

ASB Calculator Update:
1.) Some fields need to be double checked
2.) Liaising with ASB with some technical errors of the calculator when adding 'debts' from the same lender.
Please double check the ASB calculator to ensure everything is appearing as expected.

Fixed a bug where new clients were unable to create a password/login to the client portal.

Fixed an issue where advisers couldn’t change certain client login email addresses.

Mortgage/Insurance quick form PDF has been updated with formatting and issue styles, they have been resolved.

If a user re-connects a previously linked email address, Trail will treat the email as a newly connected email. This subsequently pull in all emails from the user’s inbox associated with the newly linked email address.

We have added a limit of 8 linked email addresses per profile. Any attempt to link an additional email address per profile will prompt the user to disconnect one of the currently linked emails.

Fixed an issue where users could not click the Add Loan button for a Mortgage in the position tab of a profile.

Signatures/extra text on documents now retain upon Mortgage Application downloads.

When updating a contacts’ email address, the emails to timeline will also update for other profiles that the contact is part of.