Logo of Kiwi Adviser Network.
Logo of Kiwi Adviser Network.

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.

CLIENT-CENTRIC SOLUTION

Software your clients will love

Everything available online

Whether you deal with your clients in person or online, Trail has streamlined all of the key interactions between you and your clients.

Branded to your business

Trail is branded to your business, keeping you front of mind with your clients.

Desktop, tablet & mobile friendly

Clients can interact with you through Trail from the comfort of their own home, or when they’re on the go through their mobile device.

Online document requests

Trail makes it easy to gather and manage supporting documents online, safely and securely.

BOOST SALES: REAL-TIME INSIGHTS
BOOST SALES: REAL-TIME INSIGHTS

Make your sales efforts go further and convert faster

Keep sales progress front of mind

Trail makes it easy to assign leads, and track the progress of opportunities assigned your advisers.

Effectively manage your team of advisers

Create teams of advisers, assign specific responsibilities to assistants, manage your business and protect your data.

Track key metrics to improve your team’s performance

Trail provides reporting across key sales metrics so you can improve your conversion rates.

Be notified of important events

Get notified of key sales driven events, such as fixed rate reviews, policy anniversaries, or important events such as a client’s birthday.

STREAMLINED COMPLIANCE SOLUTIONS
STREAMLINED COMPLIANCE SOLUTIONS

Ready to support your compliance & audit processes

Ready to support your compliance & audit processes

Flexible advice process

Control how your advisers deliver advice, so your clients get the right advice every time.

Save time servicing clients

Policy anniversaries & fixed rate reviews are a breeze, with automations designed to save your business time and help you avoid missing important servicing events.

Easy auditing & compliance checks

Following the progress of an application or servicing event for a client is made easy with Trail. Logins supplied to your auditing team will make it easy to stay on top of adviser file audits.

Automatically store email communication with clients

Integrations with Gmail & Outlook make it easy to save and access email communication between you and your clients, and store these for compliance purposes.

REAL-TIME BUSINESS EFFICIENCY
REAL-TIME BUSINESS EFFICIENCY

Run your business from a single source of truth

Improve your cross-sell opportunities

Data collected from sale of one financial product can easily be leveraged into the advice process for another financial product.

Only enter data once

All of the information you receive from a client is stored in a single database. If a client updates their details, your records will automatically be updated, and vice versa.

Data kept up to date through time

Trail understands how to keep your data up to date through time, so you’ll never miss an important anniversary event, or opportunity to help a client.

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+ Users 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.

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

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:

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: