Optimise Your Mortgage and Insurance Brokerage with Trail Software

Optimise Your Mortgage and Insurance Brokerage with Trail Software

Step into a new era of advice efficiency with Trail, the leading software solution tailored to meet the needs of the modern New Zealand financial adviser. As proud partners of the Kiwi Adviser Network, our members enjoy access to Trail’s comprehensive suite of tools included in their membership.

Step into a new era of advice efficiency with Trail, the leading software solution tailored to meet the needs of the modern New Zealand financial adviser. As proud partners of the Kiwi Adviser Network, our members enjoy access to Trail’s comprehensive suite of tools included in their membership.

Key Benefits of Trail

Streamlined Client Management

Managing your clients doesn’t have to be difficult. Easily track client communications, manage your upcoming appointments, and stay ahead with automated reminders.

Efficient Documentation Handling

Say goodbye to paper clutter. Trail's digital document hub ensures all your client files are securely stored, easily accessible, and perfectly organised.

Seamless Integration with Other Tools

Trail integrates smoothly with popular accounting, CRM, and email platforms, making it the perfect addition to your existing toolkit.

Connect to Content

Add layers or components to infinitely loop on your page.

How can Trail help me?

Enhanced Productivity

Enhanced Productivity

Spend less time on administrative tasks and more on what you do best - helping clients.

Improved Client Satisfaction

Improved Client Satisfaction

Deliver top-notch service with Trail’s streamlined processes ensuring a smoother, faster, and more enjoyable experience for your clients.

Increased Business Growth

Increased Business Growth

Empower your brokerage with tools that scale. Trail is designed to support your business’ growth every step of the way.

1.5k+ Customers love Trail

Trail is not just a software; it's a part of your ecosystem. Easily compatible with a wide range of systems used by New Zealand brokers, Trail ensures a seamless transition and integration, enhancing your existing processes without any hassle.

  • It saves us a lot of time in each application

    "Before Trail, I didn't use or believe in online fact find/application, because the one I used before was confusing and not suitable to my clients. Now I'm using Trail for 99% of my clients, and they love it. It saves us a lot of time in each application."

    Picture of adviser Marchy Pang.
    Marchy Pang

    SuperCity Mortgages & Insurance

  • Trail is fantastic!

    "We're a Mortgage Advice firm and Trail makes the distinction of the client file and application brilliantly. It integrates the core functions we need, and it's continuously improving. They listen to the feedback and find nifty ways to incorporate what advisers are looking for."

    Picture of adviser Eugene Bartsaikin.
    Eugene Bartsaikin

    Twine Financial Advisers

  • Trail has been a game-changer for our business!

    "The technology wins we've got with Trail has streamlined our application process considerably and make things a lot easier for our clients and Team. We're saving hours of time each month and are stoked with the outcome."

    Picture of adviser Claire Williamson.
    Claire Williamson

    My Mortgage Limited

  • I would give Trail 6 stars if I could!

    "Trail software was a game changer for me and my business. Couldn't imagine going back to the old system! If there is ever an issue, it is resolved quickly and the team keeps me updated. Would give them 6 stars if I could. Thanks Team!"

    Picture of adviser Kyle Imeson.
    Kyle Imeson

    Summit Mortgages

  • It saves us a lot of time in each application

    "Before Trail, I didn't use or believe in online fact find/application, because the one I used before was confusing and not suitable to my clients. Now I'm using Trail for 99% of my clients, and they love it. It saves us a lot of time in each application."

    Picture of adviser Marchy Pang.
    Marchy Pang

    SuperCity Mortgages & Insurance

  • Trail is fantastic!

    "We're a Mortgage Advice firm and Trail makes the distinction of the client file and application brilliantly. It integrates the core functions we need, and it's continuously improving. They listen to the feedback and find nifty ways to incorporate what advisers are looking for."

    Picture of adviser Eugene Bartsaikin.
    Eugene Bartsaikin

    Twine Financial Advisers

  • Trail has been a game-changer for our business!

    "The technology wins we've got with Trail has streamlined our application process considerably and make things a lot easier for our clients and Team. We're saving hours of time each month and are stoked with the outcome."

    Picture of adviser Claire Williamson.
    Claire Williamson

    My Mortgage Limited

  • I would give Trail 6 stars if I could!

    "Trail software was a game changer for me and my business. Couldn't imagine going back to the old system! If there is ever an issue, it is resolved quickly and the team keeps me updated. Would give them 6 stars if I could. Thanks Team!"

    Picture of adviser Kyle Imeson.
    Kyle Imeson

    Summit Mortgages

  • It saves us a lot of time in each application

    "Before Trail, I didn't use or believe in online fact find/application, because the one I used before was confusing and not suitable to my clients. Now I'm using Trail for 99% of my clients, and they love it. It saves us a lot of time in each application."

    Picture of adviser Marchy Pang.
    Marchy Pang

    SuperCity Mortgages & Insurance

  • Trail is fantastic!

    "We're a Mortgage Advice firm and Trail makes the distinction of the client file and application brilliantly. It integrates the core functions we need, and it's continuously improving. They listen to the feedback and find nifty ways to incorporate what advisers are looking for."

    Picture of adviser Eugene Bartsaikin.
    Eugene Bartsaikin

    Twine Financial Advisers

  • Trail has been a game-changer for our business!

    "The technology wins we've got with Trail has streamlined our application process considerably and make things a lot easier for our clients and Team. We're saving hours of time each month and are stoked with the outcome."

    Picture of adviser Claire Williamson.
    Claire Williamson

    My Mortgage Limited

  • I would give Trail 6 stars if I could!

    "Trail software was a game changer for me and my business. Couldn't imagine going back to the old system! If there is ever an issue, it is resolved quickly and the team keeps me updated. Would give them 6 stars if I could. Thanks Team!"

    Picture of adviser Kyle Imeson.
    Kyle Imeson

    Summit Mortgages

Pricing and Plans (prob not needed)

Discover the perfect plan for your brokerage with Trail's flexible pricing options. Whether you're a solo broker or part of a larger team, we have a plan that suits your needs and budget. Special discounts available exclusively for KAN members.

Personal

$5

$5

p/month

1 projects

Analytics

Insights Panel

Share Features

Get Started

Professional

$10

$10

p/month

2 projects

Analytics

Insights Panel

Share Features

Get Started

Business

$50

$50

p/month

Unlimited Projects

Analytics

Insights Panel

Share Features

Get Started

Frequently asked questions

Frequently asked questions

Can I use Trail if I’m not a member of KAN?

Of course! As long as your current group or employer does not have a clause about exclusively using their CRM, you can use Trail regardless of which aggregator you’re with.

Can I migrate my existing data into Trail?

I have a support person, can they have their own account?

What features in Trail are unlocked with my KAN membership?

Can I use Trail if I’m not a member of KAN?

Of course! As long as your current group or employer does not have a clause about exclusively using their CRM, you can use Trail regardless of which aggregator you’re with.

Can I migrate my existing data into Trail?

I have a support person, can they have their own account?

What features in Trail are unlocked with my KAN membership?

Can I use Trail if I’m not a member of KAN?

Of course! As long as your current group or employer does not have a clause about exclusively using their CRM, you can use Trail regardless of which aggregator you’re with.

Can I migrate my existing data into Trail?

I have a support person, can they have their own account?

What features in Trail are unlocked with my KAN membership?

Ready to transform your advice business?

Ready to transform your advice business?

Ready to transform your advice business?

Join the growing number of professionals who are simplifying their day-to-day work with Trail.

For more information and take the first step towards a more efficient, productive future: