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FAQs
A list of the most commonly asked questions by Trail users
By Angel and 2 others3 authors18 articles
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