Simplified Analytics For Astute Financial Mortgage Brokers

Simpler than Excel
More actionable than your aggregator

Grow Your Trail Through Automated Analysis 📈

Spend your morning enjoying a cup of coffee with a new client—not wasting time in Excel.

Track My Trail is a tool for Astute Financial mortgage brokers that analyses and extracts useful insights from your trail book, so you don’t have to.

Get immediate insights into—

reece sacino

Reece Sacino

Director at Equitas Finance, AFG Broker

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 seconds.

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 financecorp

Tracey Franco

Director at FinanceCorp, Connective Broker

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 easy

Get An Instant Snapshot Of—

client

Your Lost And Gained Clients

Immediately see which clients you’ve lost and gained over the last month.

track my trail logo

Where You’re Losing Trail

See how much trail you’re losing from discharged clients and clients paying off their loans.

financial profit

Your Most Profitable Clients

Identify which clients bring in the most trail, allowing you to prioritise your retention efforts.

bank

A Breakdown of Your Top Lenders

Understand which lenders you write the most loans for, allowing you to negotiate better service terms.

month on month comparison

How You’re Doing Month-on-Month

Get a monthly snapshot of where you sit compared to last month.

yearly trail income

Your Total Yearly Trail Book

Understand your total yearly revenue based on your latest month’s trail.

Unlock Valuable Insights From Your Astute Financial Trail Book

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

Visualise Changes in your Broker Trail Book

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

trail book loans by balance

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

Who’s Making You The Most Money?

Identify which clients bring you the most trail, allowing you to prioritise your retention efforts.

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.

Pie Chart of Top Mortgage Broker Trail Book by Lender

See How Your Team Is Doing

Get a clear picture of the trail each broker brings to your firm.

breakdown by broker trail
nissar

Nissar M

Mortgage Broker, Amanah

Every month I look forward to checking my trail book in Track My Trail to see how my business is growing.

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—

  • Processes your trail book as ephemeral storage (a fancy word for “short-term storage”), which is deleted within 24 hours
  • Does not store any information within your trail book in any form of long-term storage
  • 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.

track my trail security

Frequently Asked Questions

Absolutely, Track My Trail fully supports Astute Financial brokerages.

We currently support the following mortgage broker aggregators—

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 products 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 Track My Trail to pay for it.

Track my Trail Mortgage Broker FAQ

Still not sure whether Track My Trail is right for you?

Contact us with any questions you have—we’re happy to help 🙂️