FAQs
A list of the most commonly asked questions by Trail users
Merging Profiles and Contacts
Separating Clients in Trail
How to send multiple Fact Find invitation links within one profile
How to Bulk Re-Assign Profiles
Tagging a client as 'deceased'
How to change a Business Profile to a Personal Profile
How to do a Quickform on your client's behalf
Represent & Track Construction Loans in Trail
Logging into Trail with 2 Factor-Authentication (2FA)
Creating a test client account
How to connect your Email Integration with Other Provider
Understanding your Product Dashboard
How Can I Get a List of the Mortgage Commission I've Received?
How to Tag your Profiles as Mortgage Only Clients
What Is Considered as Compliance Evidencing?
How to use Activity Automations
Additional Key Mortgage Data Points