Trail Book Tracker
Know exactly what your trail book is worth
About this app
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.
How it works
- 1
Import your loan book or connect to your aggregator
- 2
Trail income is tracked monthly against each loan
- 3
Get alerts when balances drop (refinance risk) or fixed rates expire
- 4
Export trail reports for your accountant or business valuation
Who it's for
- Mortgage brokers tracking trail income across a growing loan book
- Brokers wanting early warning when clients refinance away
- Finance brokers needing trail reports for their accountant or aggregator
- Any broker who wants to know what their book is actually worth
Features included
- Monthly trail income tracking
- Client retention alerts
- Fixed rate expiry alerts
- Refinance risk detection
- Loan balance monitoring
- Trail income forecasting
- Accountant export
14-day free trial included
What businesses say
“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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