Trail Webinar Recordings

Recordings from our Webinar series (2021) and Trail Master Classes (2022)

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46 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Angel Chessum and 2 others
Past Webinars

Office Hours 23/12/21 - The Trail Essentials

Everything you need to know about the basics of Trail, and how to use it.
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Written by Farran Jonker
Updated over a week ago

Office Hours 09/12/21 - How to produce a Statement of Advice, and editing your Insurance settings

Everything you need to know about Insurance Advice in Trail, and your Insurance Settings affecting your advice process.
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Written by Farran Jonker
Updated over a week ago

Office Hours 25/11/21 - Advanced Filtering in Trail!

Use Trail's new Advanced Filtering feature to generate unique reports!
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Written by Farran Jonker
Updated over a week ago

Office Hours 11/11/21 - Editing and Sending out Disclosures, and easy record keeping

Where and how to edit disclosures. Sending them and recording them throughout the advice process.
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Written by Farran Jonker
Updated over a week ago

Office Hours 28/10/21 - Your Daily Workflow

Tools to help aid you and make your daily workflow that much more efficient and easy
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Written by Farran Jonker
Updated over a week ago

Office Hours 14/10/21 - Microsoft OAuth2.0 and Trail's Mailbox!

You can now integrate your email using Microsoft Office365's OAuth2.0!
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Written by Farran Jonker
Updated over a week ago

Office Hours 30/09/21 - Representing Vulnerable Clients in Trail / Q&A

Learn how to mark your clients as Vulnerable in Trail!
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Written by Farran Jonker
Updated over a week ago

Office Hours 16/09/21 - Record-Keeping Tips and Tricks!

Record-keeping got you down? This is everything you need to know about how Trail makes record-keeping easy!
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Written by Farran Jonker
Updated over a week ago

Office Hours 02/09/21 - Reporting and Marketing from within Trail

How to generate comprehensive reports of your database, and marketing tools in Trail
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Written by Farran Jonker
Updated over a week ago

Office Hours 19/08/21 - The different pages your clients see when logging into Trail

Mortgage and Insurance, Fact Finds and Quickforms, what do your clients see?
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Written by Farran Jonker
Updated over a week ago

Office Hours 05/08/21 - Disclosures, the Six Steps of Advice and how Trail helps you

How Trail makes editing and presenting disclosures throughout the six steps of advice a breeze
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Written by Farran Jonker
Updated over a week ago

Office Hours 29/07/21 - Effectively using Email Management

In this video, we run through the new features and time savers our email management system provides.
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Written by Farran Jonker
Updated over a week ago

Office Hours 15/07/21 - Trail's new Email Management System!

Find out about Trail's new email management system and how it works!
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Written by Farran Jonker
Updated over a week ago

Office Hours 08/07/21 - Use every page Trail has to offer

Each page could potentially benefit your workflow and business, find out how!
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Written by Farran Jonker
Updated over a week ago

Office Hours 01/07/21 - Trail's Settings page and what that means for you!

With so many settings pages in Trail, it's hard to know what each one means for you. If that's how you feel, this is the video for you.
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Written by Farran Jonker
Updated over a week ago

Office Hours 24/06/21 - How Trail can fit your business and processes

Today we look at what Trail really means to you as an Adviser, and as a business.
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Written by Farran Jonker
Updated over a week ago

Office Hours 17/06/21 - Trail's new updates!

Following our patch notes for 17/06/2021, we've made some small but significant changes to Trail. Find out what they are here!
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Written by Farran Jonker
Updated over a week ago

Office Hours 10/06/21 - The Mortgage Process in Trail

Learn the Mortgage Process in Trail
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Written by Farran Jonker
Updated over a week ago

Office Hours 03/06/21 - The Six Steps of Advice, Insurance, and Trail

Find out how Trail helps you follow the six steps of advice for Insurance
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Written by Farran Jonker
Updated over a week ago

Office Hours 27/05/21 - Insurance and Mortgage Servicing

Learn about Annual Reviews, Policy Renewals and Mortgage Fixed Rate Rollovers in Trail!
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Written by Farran Jonker
Updated over a week ago

Office Hours 20/05/21 - Profiles and Contacts, their relationship

Learn about the difference in Contacts and Profiles, and understand how you can split profiles, submit solo applications etc.
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Written by Farran Jonker
Updated over a week ago

Office Hours 13/05/21 - The Four Stages of Disclosure, and how Trail can help you!

We run through all four stages of disclosure, how to edit stage 2 and 3, as well as an overview of the complaints process!
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Written by Farran Jonker
Updated over a week ago

Office Hours 06/05/21 - Importing Insurance Policies and IMAP/SMTP Troubleshooting

Create or Update your policy information using Trail's Policy Importer!
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Written by Farran Jonker
Updated over a week ago

Office Hours 29/04/21 - Creating a Mortgage Application

Discover the mortgage process and how to create a mortgage application to submit to lenders!
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Written by Farran Jonker
Updated over a week ago

Office Hours 22/04/21 - The many Pages of Trail

In this webinar, we go through each page of Trail and what it can do for you!
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Written by Farran Jonker
Updated over a week ago

Office Hours 16/04/21 - Organisation Settings

Join us as we run through your Organisation settings!
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Written by Angel Chessum
Updated over a week ago

Office Hours 25/03/21 - The Insurance Process

Join us as we take you through the insurance process!
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Written by Farran Jonker
Updated over a week ago

Office Hours 08/04/21 - How Trail helps with Record-Keeping

We've added a few new features to help you with record-keeping!
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Written by Farran Jonker
Updated over a week ago

Office Hours 01/04/21 - The Mortgage Recommendation Pages

In this webinar, we go through the New Mortgage Recommendation page and an overview of the old recommendation page.
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Written by Farran Jonker
Updated over a week ago

Office Hours 18/03/21 - Editing and Presenting Disclosures

In this Office Hours Webinar, we run through how to edit your Stage 2 and 3 Disclosures, as well as show you where they are presented!
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Written by Farran Jonker
Updated over a week ago

Disclosure Webinar 1: Stage 1 & Stage 4 Disclosures

A recording of the Webinar discussing the changes to Disclosure Requirements
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Written by Nicholas Jennings
Updated over a week ago

Disclosure Webinar 2: Stage 2 & Stage 3 Disclosures

Understanding where Stages 2 & 3 lie in the Advice process, as well as getting to know how Trail makes it easy for you!
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Written by Farran Jonker
Updated over a week ago

Disclosure Webinar 3: Overview & Questions Answered

Watch an overview of the four stages of disclosure, as well as some frequently asked questions, answered!
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Written by Farran Jonker
Updated over a week ago

Office Hours 18/02/21

Learn how using opportunities to your advantage can save you time, and give you peace of mind!
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Written by Farran Jonker
Updated over a week ago

Office Hours Webinar 11/02/21

Everything you need to know about the Trail Policy Importer, from getting data downloads, to uploading and replacing policies en masse
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Written by Farran Jonker
Updated over a week ago

Office Hours Webinar 28/01/21

This webinar is all about how Trail can aid you in your record-keeping and compliance journey!
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Written by Farran Jonker
Updated over a week ago

Office Hours Webinar 21/01/21

Learn all about your settings and the organisation settings, and how it can benefit you!
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Written by Farran Jonker
Updated over a week ago