Spend less time on admin, and more time settling loans
Streamline collecting information from your clients
Branded client application process
Your clients will be able to send you all of the information you require for a lending application through a smart online application process that’s branded to your business.
Easily capture leads online
Trail’s software makes it easy to convert your website or social media visitors into clients.
Automated document collection
Clients will be asked to upload a custom list of documents based on what they are trying to achieve, getting you the right supporting information fast.
Take the hard work out of preparing lending applications
Automated bank servicing calculations
Trail automatically completes the servicing calculators across all of the main banks.
Automated UMI & LVR calculations
Trail takes the hard work out of calculating commonly used calculations, such as LVR, UMI, required lending, etc.
Advanced application options
Trail makes it easy to duplicate applications, and present complex lending scenarios to the bank.
Easy document management
Broker or client uploaded documents are easy to include in an application. Trail makes it easy to edit, compress, and merge documents.
Professionally presented lending applications
Trail applications are preferred by lenders as they are clearly formatted and easy to read.
Effortlessly deliver mortgage advice
Produce personalised mortgage recommendations
You can build templated advice to educate your clients effortlessly online.
Confirm loan structures online
The process of finalising a loan structure and ensuring new loans will fit a client’s budget is made easy through Trail.
Easily manage fixed rate reviews
Automate the process of following up on fixed rate reviews. You’ll be notified when a loan is approaching its expiry date. Send the client through a unique fixed rate rollover process, which keeps their information up to date through time.
Track the size of your mortgage book
It’s easy to keep track of the size of your mortgage book. Trail’s product dashboard lets you see how much lending you’re managing for your clients, and which bank it’s with.
Reviewing your aggregation options?
Trail works with the Kiwi Adviser Network, New Zealand's leading mortgage and insurance aggregator
KAN's mortgage and insurance aggregation partners you with high quality technology, products, training, and advice to unlock your time and help you achieve long-term bussiness success.
Access to quality
lenders
Daily commission
payment
Commission
tracking
Compliance
Support
Supporting your relationships with top providers
“Moving my company to Trail has been one of my best decisions. It has allowed us to be more productive than I could imagine which means more applications per month.”
Mortgage Lab
