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.
Trail’s software makes it easy to convert your website or social media visitors into clients.
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.
Trail automatically completes the servicing calculators across all of the main banks. ANZ, ASB, BNZ, Westpac, Sovereign, Co-operative Bank, TSB, SBS, Resimac, and others.
Trail takes the hard work out of calculating commonly used calculations, such as LVR, UMI, required lending, etc.
Trail makes it easy to duplicate applications, and present complex lending scenarios to the bank.
Adviser or client uploaded documents are easy to include in an application. Trail makes it easy to edit, compress, and merge documents.
Trail applications are preferred by lenders as they are clearly formatted and easy to read.
You can build templated advice to educate your clients effortlessly online.
The process of finalising a loan structure and ensuring new loans will fit a client’s budget is made easy through Trail.
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.
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.