Find the perfect fit for your trail book

Whether you’re just starting to track your trail or juggling multiple aggregators, unlock insights to fuel your next stage of growth.

Get 2 months free on a yearly plan

Excel Escape

Most popular Popular

For brokers who want to analyse their trail book in seconds instead of wasting hours in Excel.

$49 per month

$39 per month paid annually Save $120/yr

Free 7-day Trial
  • Quick analysis: Compare two trail reports to immediately identify:
    • Your lost and gained clients
    • Where you’re losing trail
    • Large loan repayments
    • Your most profitable clients
    • Your top lenders
    • Each broker’s contribution
  • Email support: Human experts answering every query

Bonuses (guaranteed for signups this month)

  • Free 2 month subscription to PropVA $38 value
  • Free 1 month subscription to Bulma $49 value

Switch to annual billing to unlock exclusive signup bonuses

Pro Performance

Most popular Popular

For established brokers who want to maximise trail book growth and stop losing revenue to clawbacks.

$79 per month

$64 per month paid annually Save $180/yr

Free 7-day Trial

Everything in Excel Escape, plus:

  • Historical analysis: Analyse your trail history over time
  • Missing trail analysis: Identify trail that disappears then comes back
  • Performance dashboard: Graph & monitor trends in your trail over time
  • Clawback dashboard: Identify all your upfront at risk of clawback New
  • Commission verification: Match upfronts to trail within 2 months New
  • Lifetime value analytics: See realised and projected earnings per client New
  • Refinance finder: Identify clients due for a rate review New
  • Upload up to 2 years of your trail history

Bonuses (guaranteed for signups this month)

  • Free 6 month subscription to PropVA $114 value
  • Free 3 month subscription to Bulma $147 value

Switch to annual billing to unlock exclusive signup bonuses

Elite Suite

Best value

For top-performing brokers who want unlimited scale and the ability to analyse multiple trail books.

$189 per month

$154 per month paid annually Save $420/yr

Contact Us

Everything in Pro Performance, plus:

  • Multiple aggregators: Combine & compare data from multiple aggregators
  • Multiple trail books: Track & analyse up to five trail books
  • Trail book valuation: Get an objective market valuation of your trail book New
  • Phone support: Call us whenever you need help
  • Early access: Get access to new features before anyone else
  • Upload all of your trail history New
  • Team access: Add up to 4 teammates to share your trail history New

Bonuses (guaranteed for signups this month)

  • Free 12 month subscription to PropVA $228 value
  • Free 6 month subscription to Bulma $294 value
  • 1-on-1 onboarding call with the founder $??? value

Switch to annual billing to unlock exclusive signup bonuses

What brokers are saying about Track My Trail

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.

steve carton finsure broker

Steve Carton

Mortgage Broker, Relax Home Loans · Finsure

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.

tracey franco financecorp

Tracey Franco

Director, FinanceCorp · Connective

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.

reece sacino afg broker

Reece Sacino

Director, Equitas Finance · AFG

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

nissar

Nissar M

Mortgage Broker, Amanah

Track and grow your trail book.

Get a clear picture of your trail book so you can get back to growth.

Frequently asked questions

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.

Are prices quoted inclusive or exclusive of GST?

All prices are inclusive of GST.

All invoices are downloadable from your account page.

Are prices per broker or per brokerage?

Each subscription is associated with one user login, whether that be a broker, the owner of a large firm, or an assistant.

If you’re the owner of a brokerage with multiple brokers in your trail book, you will only need a single account to analyse your entire brokerage.

You’ll be able to get a breakdown of your entire firm, and individual analyses for each broker in your trail book.

If brokers in your firm also want to analyse their own trail books, they will need to purchase their own subscription.

We offer bulk discounts for firms with 5 or more brokers. Contact us with the number of brokers signing up to learn more.

Which payment methods are accepted?

We accept Visa, Mastercard, AMEX, and direct debit.

Can I analyse multiple trail books from different aggregators?

Yes, our Elite Suite plan allows you to upload and analyse up to five trail books from different aggregators under a single login.

How do I claim my free PropVA subscription?

When you sign up for a yearly plan, your sign-up email will automatically receive a free subscription to PropVA with the length outlined in your pricing plan.

If you’d like to associate this with another email, please contact us after signing up.

How to analyse your trail book / Excel vs Track My Trail

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

Contact us with any questions. We’re happy to help.

Get started for free

7 day free trial · No credit card