Training Video Archive
Masterclasses, Trailblazers & Office Hours
By Logan and 5 others6 authors54 articles
- Office Hours 23/12/21 - The Trail Essentials
- Office Hours 09/12/21 - How to produce a Statement of Advice, and editing your Insurance settings
- Office Hours 25/11/21 - Advanced Filtering in Trail!
- Office Hours 11/11/21 - Editing and Sending out Disclosures, and easy record keeping
- Office Hours 28/10/21 - Your Daily Workflow
- Office Hours 14/10/21 - Microsoft OAuth2.0 and Trail's Mailbox!
- Office Hours 30/09/21 - Representing Vulnerable Clients in Trail / Q&A
- Office Hours 16/09/21 - Record-Keeping Tips and Tricks!
- Office Hours 02/09/21 - Reporting and Marketing from within Trail
- Office Hours 19/08/21 - The different pages your clients see when logging into Trail
- Office Hours 05/08/21 - Disclosures, the Six Steps of Advice and how Trail helps you
- Office Hours 29/07/21 - Effectively using Email Management
- Office Hours 15/07/21 - Trail's new Email Management System!
- Office Hours 08/07/21 - Use every page Trail has to offer
- Office Hours 01/07/21 - Trail's Settings page and what that means for you!
- Office Hours 24/06/21 - How Trail can fit your business and processes
- Office Hours 17/06/21 - Trail's new updates!
- Office Hours 10/06/21 - The Mortgage Process in Trail
- Office Hours 03/06/21 - The Six Steps of Advice, Insurance, and Trail
- Office Hours 27/05/21 - Insurance and Mortgage Servicing
- Office Hours 20/05/21 - Profiles and Contacts, their relationship
- Office Hours 13/05/21 - The Four Stages of Disclosure, and how Trail can help you!
- Office Hours 06/05/21 - Importing Insurance Policies and IMAP/SMTP Troubleshooting
- Office Hours 29/04/21 - Creating a Mortgage Application
- Office Hours 22/04/21 - The many Pages of Trail
- Office Hours 16/04/21 - Organisation Settings
- Office Hours 25/03/21 - The Insurance Process
- Office Hours 08/04/21 - How Trail helps with Record-Keeping
- Office Hours 01/04/21 - The Mortgage Recommendation Pages
- Office Hours 18/03/21 - Editing and Presenting Disclosures
- Disclosure Webinar 1: Stage 1 & Stage 4 Disclosures
- Disclosure Webinar 2: Stage 2 & Stage 3 Disclosures
- Disclosure Webinar 3: Overview & Questions Answered
- Office Hours 18/02/21
- Office Hours Webinar 11/02/21
- Office Hours Webinar 28/01/21
- Office Hours Webinar 21/01/21