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✍️ What you will know by the end of these videos
You will go through the end to end of the mortgage advice process in Trail
Starting with Creating an Opportunity
You will be able to send out a Fact Find Invitation email
You will be shown where you can share your disclosures with your clients
Complete a Needs Analysis of the clients statement of position captured in the Fact Find
Upload, Categorise, Check and Comment on Documents
Download and Submit the Application
An overview of the Mortgage Recommendation page
The Mortgage Servicing Process in Trail
Monitoring the Plan with your Mortgage Reviews
🙌 Supporting Information
Supporting Articles discussed in the Training Video: