Case Studies
Case studies for mortgage brokers
Case studies for mortgage brokers
“We’re processing more applications thanks to Trail.”
Rupert Gough, Mortgage Lab
How Mortgage Lab grew into a national financial advisory firm without any full time admin staff
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“It’s been so intuitive and a lot of fun.”
Claire McArthur, Claire McArthur Mortgage
How Trail made Claire McArthur’s mortgage advisory more profitable and easier to run
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“I haven’t found anything as fast as what Trail is.”
Jeff Elias, Futurebound
How Futurebound reduced loan processing times and went paperless with Trail
Learn moreCase studies for insurance brokers
Case studies for insurance brokers
“You can do everything without having to go anywhere else.”
Jess Smee, Solutions
How Trail consolidated Solution’ CRM systems to help them run more efficiently and effectively
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“It’s much easier to work together when everything is in one place.”
Gareth Dobson, Finsol