CRM providers

Starting out in the industry in 2015, the team at Trail noticed first-hand how hard it was to run an effective financial advice business. Generating leads, following up with prospects, and effectively managing admin was a huge challenge for their previous financial advice business. The hardest part of all? Clients were ready to do business online, but the advice industry was not. The team looked everywhere for great software to accelerate sales for mortgage and insurance brokers. The key detail here is 'great software', not some antiquated software built 15 years ago, based off an excel spreadsheet. They wanted something powerful yet simple, something they could be proud of presenting to their clients. Meeting people face to face is very important, but having the flexibility to work from anywhere, and do business with prospects the way they want was an advantage the team knew they needed.When they couldn’t find software that was right for their broking business, they built it themselves. In under two years, while refining the product, their broking business settled over $200mn in mortgages. The team achieved this without any prior broking experience. Over 70% of their clients were advised and processed online, without ever meeting face to face. All of this while testing and refining their software. Their goal has always been to make great financial advice more accessible, which the team is uniquely positioned to achieve.Chuck Slogrove, along with Ben Krebs & Jon Krebs sold their stake in the advice business to double down on their vision to bring next generation software to brokers around the world. They’ve packaged up the tools they used to run an extremely effective advice business and are making them available to all mortgage & insurance brokers for the first time. They are passionate about making great brokers extraordinary.