TRAIL MASTERCLASS 8 - webinar recording
Join Angel on what Trail has for building your Mortgage Recommendation!
Introduction & Setup for your Recommendations
We'll go through the design of these pages, why they can be beneficial to you and how to get set up!Get to know the 2 different Mortgage Recommendation pages & how to use them!
Did you know that there is a static page and the interactive page? We'll get you familiar with both and you decide which one(s) are for you.Closing off the Opportunity
Learn about one of the most important part of the process - finishing up & keeping everything updated!
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Top Questions + Answers
Q: Is the amount ($) of Approved Lending automatically updated when a lender is selected?
A: No, this is not automatically updated. This is designed as a checkpoint to make sure you have the correct approved amount entered into the Mortgage Recommendation page to begin allocating this amount into a recommended structure.
Q: Why does it not pull the loan details through from the funding page?
A: Once the loan has been pre-approved, then the loan details for the recommendation have more specific fields to enter (the interest rate is most likely changed also) than the loan structure you have set in the Funding Details page for the application to the bank.
Q: Why can't I search for my pre loaded solicitor?
A: Currently there is no search function when selecting a solicitor, we will take this away as feedback.
Q: How can we edit the solicitor list?
A: This is edited as soon as you ADD a new solicitor (it adds to the list) and the rest of the existing solicitor list reflects all the solicitor-type contacts you have within Trail. This means it's not just a listed name, but it corresponds to an existing Contact who is marked as a Solicitor in Trail. To edit them you'll need to edit the contacts itself!
Q: How can you delete duplicates for solicitors?
A: Find and merge duplicate solicitor contacts as you would any other duplicates, see this article below, particularly the "How to Merge a Contact" section:
Q: Can we have it so that is shows clients bank advertised rates and then rates we have secured for them?
A: Yes, using the Interactive Mortgage Recommendation page you can compare the rates you've secured versus the bank advertised rates as per below by using the Rates Widget:
Q: Could you tell me if the loan structure confirmed by the client can be used to automatically fill out the banks loan structure form?
A: Unfortunately no, these forms need to be filled out separately to Trail and then can be attached to the application to the bank.
Trail is unlikely to add this as a function as the bank forms may be updated or changed regularly that it would require extensive maintenance from our team - whereas we definitely have other more exciting projects we're working to build and put attention into!