Case Studies

Trail Software

Case studies for mortgage advisers

“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

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Case studies for insurance advisers

“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

How Gareth Dobson teamed up with Trail to streamline his financial advice business

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