For mortgage advisers, compiling your Diary Notes is an essential part of every application to the lender. At Trail we have made this far more easier with Mortgage Diary Note Templates!

With this new feature you can:

We'll jump more into how to use this feature in this article!

To create a template, you'll need to first format it within your diary notes on any mortgage application 👍 You can do this by typing out what you want your notes to be formatted like and then click the Save Template button here:

We recommend that you create a test client to represent a specific situation, such as a first home buyer or someone with an existing relationship with the lender. Then, you can create a mock mortgage application and type out the Diary Notes just as you would with a real client. From here, you can then save those Diary Notes as a template for any future clients that you have with similar situations 😄

After you have saved a few templates, click Load Template to load one of them:

Please use caution here as loading a template will overwrite anything currently existing content you've typed up. Trail adds a little warning message just to be sure you don't lose any info 👍

To share a template and have it be useable by others within your organisation, click the little tick marker that appears when saving a template, seen here:

Any templates shared with the organisation will be seen when loading templates 👍

You can share a personal template with your organisation by clicking Load Template then the three dots to the right hand side - then click Change to Organisation Template:

You can rename a template by clicking Load Template, then the three little dots on the right to bring up this menu:

You can delete a template by clicking Load Template, then the three dots to the right, and finally Delete Template: