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Office Hours 11/11/21 - Editing and Sending out Disclosures, and easy record keeping
Office Hours 11/11/21 - Editing and Sending out Disclosures, and easy record keeping

Where and how to edit disclosures. Sending them and recording them throughout the advice process.

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years 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:

  • How to access and edit your Stage 2 and 3 disclosures in Trail.

  • What tools we have at your disposal to send and record key documents in the insurance and mortgage process (Nature and Scope of Advice, Fact Find, Needs Analysis and Statement of Advice).

  • How this ties in with good record keeping and helps you with audits.

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

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