Track My Trail Team Feeling overwhelmed by the constant changes in the Australian mortgage industry? It’s not just you. With new regulations, fluctuating interest rates, and emerging market trends, keeping up can seem like a full-time job in itself. But staying updated is crucial—it keeps you competitive and empowers you to serve your clients better. Let’s explore practical strategies … Read more
Dreaming of opening your own mortgage broker office in Australia but feeling overwhelmed? It’s a common hurdle for many in the industry. Setting up shop doesn’t have to be a daunting task. Together, we’ll break down the steps to get your office up and running smoothly. Let’s get started. Training and Accreditation Educational Requirements To … Read more
What Are Mortgage Broker Commissions? Mortgage broker commissions are payments made to brokers for their services in connecting borrowers with lenders. These commissions are a primary source of income for brokers, who typically do not charge direct fees to clients. There are two main types of commissions: upfront and trail. Lenders pay these commissions to … Read more
Mortgage broker trail commissions are a key aspect of the financial landscape, particularly in the mortgage industry. They provide a steady income stream for brokers and incentivise long-term client relationships. Let’s explore what trail commissions are, how they work, why they’re important, and the factors influencing them. What Are Mortgage Broker Trail Commissions? Definition A … Read more
Mortgage broker aggregator fees can be complex, but understanding them is essential for anyone involved in the mortgage broking industry. We’ll explain mortgage broker aggregators, their fee structures, the benefits they provide, and how to choose the right one for your business. Understanding Mortgage Broker Aggregators What is a Mortgage Broker Aggregator? A mortgage broker … Read more
Infynity CRM is a cutting-edge broker CRM (Customer Relationship Management) system developed by Finsure, a leading aggregator in Australia’s mortgage and financial services industry. The platform is highly regarded for its innovative features and seamless integration capabilities. It is a fantastic tool for brokers that aids in streamlining their operations and delivering exceptional service to … Read more
Mercury CRM is a specialised broker CRM (Customer Relationship Management) system developed by Connective, a leading aggregator in Australia’s mortgage and financial services industry. The platform, known as Mercury Nexus, provides a comprehensive suite of tools and features intended to streamline mortgage brokers’ workflows, enhance client engagement, and improve overall efficiency. We’ll cover various aspects … Read more
Track My Trail currently supports the following aggregators: We also support various sub-aggregators, including Vision Aggregation, Regional Finance Brokers (RegFin), and Hai Money. We strive to support all of the top aggregators in Australia. If you would like to request support for your mortgage aggregator, please get in touch and let us know 🙂️
Customer Relationship Management (CRM) software is essential for modern businesses looking to improve their interactions with customers and streamline operational processes to increase profitability. Let’s dive into what CRM software is, its evolution, key features, and the benefits it brings to businesses. What is CRM Software? CRM software is crucial for managing and improving interactions … Read more
As a broker, your aggregator should be helping you, not hindering you. While this sounds like a no-brainer, many aggregators suffer from poor customer service, antiquated technology, and a lack of professional development. If you feel like you’re time travelling back to the 1990s every time you log into your broker portal, it’s time to … Read more