Losing trail and have no idea why?
It doesn’t have to be this hard.
More loans written. Less trail received.
It doesn’t make sense, but you’re not sure why.
Time to turn it around.
Track My Trail gets you back to growth.
We analyse your trail book to show you what’s missing, what’s declining, and what’s at risk.
Leave the number-crunching to us while you focus on growing your business.
In 30 seconds, immediately identify:
- Your Missing Trail Commissions
- Your Lost And Gained Clients
- Clients Making Large Repayments
- Your Most Profitable Clients
- Lenders You Write The Most Loans For
- Upfront At Risk of ClawbackNew
- Lifetime Customer ValueNew
- The Market Value Of Your BookNew
- Clients Due For a RefinanceNew
Join thousands of Australian brokers taking back control of their income.
Drag, drop, done. Never open Excel again.
Click here to see it in action.
Steve Carton
Track My Trail picked up $1,450 from an account that went 25 months unpaid. Had no idea it was sitting there until the tool flagged it - the app paid for itself!
I love that they continue to improve it and give me instant data on areas of my business I should focus on.
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.
Tracey Franco
As an owner of a larger brokerage with multiple trail books, our needs for an efficient tracking system are complex.
Track My Trail provides exceptional service, seamlessly integrating with our existing systems, and simplifying trail tracking.
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.
No credit cards, no commitments.
7 day free trial · No credit card
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 (Inc. GST)
$44,376/month
Trail lost (Inc. GST)
$18,556/month
Net change (Inc. GST)
$25,820/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
Yearly trail income
$119,457
Upfront this month
$25,667
Number of clients
111 clients
Income from your top 10 clients
33.2%
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 |
7 day free trial · No credit card
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.
The pie chart combines residential and commercial loans, and different loan products from the same lender.
| 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% |
7 day free trial · No credit card
Minimise Clawback
Monitor loans within their clawback period and get an actionable list of high-priority loans.
Maximise Lifetime Value
See exactly how much value each client has brought you - and how much they’re projected to bring over time
7 day free trial · No credit card
What Could You Sell For?
Get a realistic market valuation of your trail book - without the hassle of a lengthy valuation process.
We grade every loan and adjust for run-off, lender mix, and data quality to give you a professional-grade valuation in seconds.
Never Lose a Client to a Competitor
See which clients are due for a loan review, prioritised by age and balance, so you can start the conversation before another broker does.
7 day free trial · No credit card
Reece Sacino
I used to spend hours in Excel trying to figure out whether new loans had come through and which clients were discharged. Now Track My Trail does it for me in 2 clicks.
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—
- Stores nothing by default—perform a quick analysis of your trail book without saving any data
- Offers encrypted long-term storage only if you opt-in to track your performance over time
- Never sells or shares information from your trail reports
- Employs enterprise-level authentication, leveraging both SAML SSO and TLS 1.3 encryption for secure data transmission
- Is protected by an advanced Web Application Firewall, preventing DDoS attacks, repelling bots, and detecting and neutralising security anomalies
All of this is to say—we take security seriously.
Feel free to contact us with any security-related questions.
Frequently Asked Questions
Click here to see a demo of how Track My Trail works.
Which Mortgage Aggregators Are Supported?
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 🙂️
Does Your Free Trial Require A Credit Card?
Absolutely not.
After your 7-day trial, you can decide whether you get enough value from Track My Trail to pay for it.
You can sign up for a 7-day free trial here.
How Do Your Monthly And Yearly Plans Work?
We have two plans available: a monthly plan and a yearly plan.
If you sign up for the monthly plan, you pay month by month and can cancel whenever you like from your account page. If you cancel, you retain access for one month since your last payment date, and your subscription will not renew at the end of the month.
On a yearly plan, you pay for the full year upfront and get access to your selected plan for 12 months. You can cancel your yearly plan at any time from your account page to prevent being charged for the next year of access. If you cancel during the year, your plan will stay active for the full 12 months you’ve already paid for. Yearly payments are non-refundable, but you’ll continue to enjoy access until your subscription ends.
How Does Track My Trail Help Brokers?
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.
What is Mortgage Broker Software?
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.
Why Should I Choose Track My Trail Over Other Mortgage Broker Software?
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.
Can Track My Trail Help in Tracking Financial Performance for Brokers?
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.
Is Track My Trail Suitable for Different Sized Mortgage Brokerage Firms?
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.
No credit cards, no commitments.
7 day free trial · No credit card
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 🙂️