Know exactly what your trail book is worth
See exactly how much trail you're earning each month, which clients are paying down their loans, who's refinanced away, and where your biggest revenue opportunities are. Get alerts when a client's loan balance drops significantly (refinance risk) or when a fixed rate is about to expire (renewal opportunity). Export trail reports for your accountant.
Import your loan book or connect to your aggregator
Trail income is tracked monthly against each loan
Get alerts when balances drop (refinance risk) or fixed rates expire
Export trail reports for your accountant or business valuation
Apps that work great with Trail Book Tracker.
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14-day free trial included
“Finally I can see exactly what my trail book is earning. The refinance alerts saved me 3 clients last quarter.”
Steve R.
Mortgage broker, Sydney
“My accountant loves the export. I love the forecasting. Pays for itself many times over.”
Karen L.
Finance broker, Melbourne
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