Find Your Lost Trail in 2 Seconds
Simpler than Excel
More actionable than your aggregator
Keep More of What You've Earned 💎
You pour countless hours into winning new clients but almost none into ensuring you get paid.
We get it—you didn’t become a broker to spend your evenings in Excel.
Leave the number-crunching to Track My Trail while you focus on growing your business.
Immediately identify—
... and much more
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Track & Grow Your Trail Book
Get a clear picture of your trail book so you can get back to growth.
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Supported Mortgage Aggregators
AFG
LMG
SFG
Finsure
Vow
Connective
And Many Others
You can view all of the aggregators we support here.
Are we missing your aggregator? Let us know and we’ll do our best to add them.
We Do The Hard Stuff And Just Give You The Insights 💡️
You shouldn’t need a PhD in Excel to analyse your trail book—let software make it easyGet An Instant Snapshot Of—
Your Lost And Gained Clients
Immediately see which clients you’ve lost and gained over the last month.
Where You’re Losing Trail
See how much trail you’re losing from discharged clients and clients paying off their loans.
Your Most Profitable Clients
Identify which clients bring in the most trail, allowing you to prioritise your retention efforts.
A Breakdown of Your Top Lenders
Understand which lenders you write the most loans for, allowing you to negotiate better service terms.
How You’re Doing Month-on-Month
Get a monthly snapshot of where you sit compared to last month.
Your Total Yearly Trail Book
Understand your total yearly revenue based on your latest month’s trail.
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See Where You Sit Month-on-Month
Get insight into your total trail gained, lost, and your net change in trail month-on-month.
Trail Added
$3,173/month
Trail Lost
$2,032/month
Net Change
$1,141/month
No Time? No Worries.
Get a quick “snapshot” of your trail book—perfect for when you don’t have time for a deeper analysis.
Total Loan Book 
$52 million $52 mil +$6.7 mil +$7 mil
Yearly Trail Income
$119,457 $119.5 k +$13.9 k +$13.9 k
Upfront this month
$25,667 $25.7 k +$3.9 k +$3.9 k
# of Clients
111 +12
% of Your Income From Your Top 10 Clients
33.2%
# of Clients That Generate 50% Of Your Income
21
% of Your Income From Your Top 3 Lenders
57.3%
Track The Size Of Your Book
See Your Lost And Gained Clients
Immediately see which clients you’ve lost and gained over the last month, and how much corresponding trail was lost or gained.
Note the tables below were built for display on desktop, not mobile
Clients Lost 👋🏻
| Client | Account Number | Loan Balance | Lender | Trail Lost Per Month |
|---|---|---|---|---|
| Cindy Baker | # 784600989 | $1,203 | Bankwest | $0.14 |
| Jon Lovitz | # 204191245 | $195,177 | ANZ | $390 |
| Jordan Belfort | # 435687582 | $164,939 | P&N Bank | $340 |
| Kareem Serageldin | # 881313431 | $31,230 | ME | $37.60 |
Clients Added ✅
| Client | Account Number | Loan Balance | Lender | Trail Added Per Month |
|---|---|---|---|---|
| Curtis Hunt | # 421810946 | $21,795 | ANZ | $21.33 |
| David Jones | # 403939006 | $20,221 | Bankwest | $19.79 |
| Mark Myers | # 886122763 | $21,150 | Macquarie Bank | $20.70 |
| Scott Cochran | # 731290081 | $51,000 | Pepper Money | $50.45 |
| Jessica Harris | # 289602399 | $57,225 | Westpac | $56.28 |
| John Smith | # 592243385 | $25,100 | St George Bank | $24.55 |
| John Apple | # 406357110 | $116,492 | St George Bank | $114 |
| Smith Smithy | # 418700947 | $132,842 | St George Bank | $130 |
| Johnny John John | # 438948187 | $195,177 | St George Bank | $191 |
| Anthony Morrison | # 320910291 | $503,230 | NAB | $492 |
| Scott Albanese | # 456453232 | $740,000 | Bendigo Bank | $724 |
| Jeremy Powell | # 534298563 | $1,232,000 | Commonwealth Bank | $1,205 |
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Who’s Making You The Most Money?
Identify which clients bring you the most trail, allowing you to prioritise your retention efforts.
| Client | Total Paid This Month | Percent Your Total Income | Percent of Total Cumulative | Yearly Income |
|---|---|---|---|---|
| Elon Busk | $1,299 | 4.7% | 4.7% | $15,588 |
| Jeff Mezos | $1,170 | 4.3% | 9.0% | $14,040 |
| Gina Ginehart | $1,131 | 4.1% | 13.1% | $13,572 |
| Clive Ralmer | $1,074 | 3.9% | 17.0% | $12,888 |
| Bill Pates | $1,020 | 3.7% | 20.7% | $12,240 |
Discover Clients Making Large Loan Repayments
Identify existing clients who have made large loan repayments.
Use this to gain deeper insights into your lost trail, and highlight opportunities to engage clients with new loan offerings.
| Client | Account Number | Total Paid This Month | % Balance Paid Since Last Period | Loan Balance Remaining | Trail Lost Per Month |
|---|---|---|---|---|---|
| Teresa Tucker | # 285428087 | $398,736 | 50.1% | $396,518 | $48.5 |
| Corey Bailey Jr. | # 921199058 | $312,193 | 47.2% | $350,151 | $38.0 |
| Justin Miles | # 857830774 | $262,769 | 24.3% | $818,317 | $32.4 |
| Katherine Glover | # 782464055 | $225,011 | 76.7% | $68,375 | $27.1 |
| Tabitha Jones | # 466849373 | $200,474 | 50.0% | $200,624 | $24.4 |
| Paul Smith | # 671235150 | $204,923 | 15.9% | $1,089,866 | $20.7 |
Who Are You Taking Care Of?
Don’t settle for a one-way relationship—see which lenders you prioritise and use this to strengthen your bargaining power.
| Lender | Total Paid This Month | Percent of Total | Percent of Total Cumulative |
|---|---|---|---|
| NAB | $2,260.90 | 27.9% | 27.9% |
| ANZ | $1,498.39 | 18.5% | 46.4% |
| Commonwealth Bank | $1,218.80 | 15.0% | 61.4% |
| Bankwest | $1,201.99 | 14.8% | 76.3% |
| Bendigo Bank | $924.00 | 11.4% | 87.7% |
| Macquarie | $497.52 | 6.1% | 93.8% |
| Westpac | $331.68 | 4.1% | 97.9% |
| St George Bank | $170.20 | 2.1% | 100.0% |
See How Your Team Is Doing
Get a clear picture of the trail each broker brings to your firm.
| Broker | Total Loan Balance | Total Monthly Trail | % of Firm's Total Trail Book | % Cumulative of Firm |
|---|---|---|---|---|
| Blake | $6,594,433 | $5,053 | 62.4% | 62.4% |
| Shelley Levene | $7,703,954 | $1,086 | 13.4% | 75.8% |
| George Aaronow | $7,840,481 | $1,061 | 13.1% | 88.9% |
| Dave Moss | $7,514,004 | $899 | 11.1% | 100.0% |
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Your Security, Our Priority
A pillar of cyber security is only storing what you need for as long as you need it.
That’s why our mortgage broker software—
All of this is to say—we take security seriously.
Feel free to contact us with any security-related questions.
Frequently Asked Questions
Our broker software supports all of the top Aggregators in Australia, including—
- AFG (Australian Finance Group)
- LMG (Loan Market Group)
- SFG
- Finsure
- Connective
- Vow Financial (now YBR Aggregation)
- Choice
- FAST
- outsource Financial
- Liberty Financial
- Resimac
- Plenti
- Buyers Choice
- National Mortgage Brokers (nMB)
- Aussie Home Loans
- MoneyQuest
- Custom Equity Group
- Astute Financial Management
- Bendigo Bank Brokers
- Regional Finance Brokers (Regfin)
- Vision Aggregation
- Hai Money
- Australian Asset Aggregation
- Mortgage Choice
You can view our full list of supported aggregators here.
If you would like to request support for your aggregator, please get in touch and let us know 🙂️
Absolutely not.
It is a trial, after all. We think mortgage broker software that forces you to give payment-related information in *a trial* is silly—so we don’t do it.
After the trial period, you can decide whether you get enough value from our software to pay for it.
As a custom-made mortgage broker software, Track My Trail offers streamlined management of trail books, client tracking, and financial analysis, enhancing the efficiency of mortgage brokers.
Track My Trail gives brokers an instant snapshot of:
- Which clients you've gained or lost every month.
- Who your top clients are.
- Which clients are making large loan repayments.
- Lenders you write the most volume for.
And much more. This helps you determine where your money is going each month and how to prioritise your retention efforts to manage runoff and keep your trail book growing.
Mortgage Broker Software is a digital tool that enhances mortgage brokers’ efficiency and productivity by automating and streamlining essential tasks.
It allows brokers to “do more with less”, freeing up their time from tedious administrative work such as data entry, and trail analysis.
Software can also assist with more complex tasks like mortgage broker compliance and valuing a mortgage broker business.
Other broker tools—such as Broker Engine, Quickli, Sherlok, Brokerpad, Hound Group, illion Bankstatements, CashDeck, Simpology and Sherlok—are all great at what they do.
Track My Trail stands out for its specialised focus on trail book analysis and financial performance tracking for mortgage brokers.
It allows you to be proactive instead of reactive.
Instead of chasing up clients after they've already dropped off, or realising that you're missing trail a year after it happened, you can catch these issues early—or before they even happen.
Our mortgage broking software is dedicated to providing in-depth insights and analytics for your trail book, helping you make more informed business decisions and grow your trail book.
Absolutely.
Track My Trail excels in providing detailed financial tracking, including insights into month-on-month performance and yearly trail book values, which are crucial for effective financial decision-making in mortgage brokerage.
It also offers insights into both your monthly trail commissions and upfront trail commissions.
Yes—Track My Trail’s mortgage broker software is designed to cater to a diverse range of brokerage sizes, whether you're an independent, self-employed broker or part of a larger mortgage agency.
A wide range of brokers are already using the app to extract useful insights from their trail book, from self-employed brokers to large mortgage brokerage agencies—and even some subaggregators.
Most brokers either don’t look at their trail book at all, or spend hours debugging Excel errors that appear every month.
(we’re not sure which is worse).
A tool like Track My Trail saves a tremendous amount of time in analysing the data that you already have access to. You’re sitting on a mine of data, you just don’t know how to use it.
Track My Trail helps you uncover all the hidden gems of insights from your trail book.
The most common feedback we get after brokers use the app is “This is a no-brainer at this price, you should charge more”.
... we actually might take them up on that. Lock in your price now before it goes up.
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Still not sure whether Track My Trail is the right mortgage broker software for you?
Contact us with any questions you have—we’re happy to help 🙂️