Trail CRM to launch aggregator group

The company, which provides CRM software and compliance tools to mortgage brokers and insurance advisers, has begun preparations to launch its own alternative, the Kiwi Adviser Network.

A new group has been set up in the NZ Companies Register under the name. Its directors are listed as Trail chief executive Chuck Slogrove and Trail chief technology officer Benjamin Krebs.

Trail CRM's management team, including chief executive Chuck Slogrove, have already given a presentation to select mortgage advisers to detail their proposition.

It claimed that 30 advisers, representing $1 billion in lending, had signed a letter of intent to join the new group.