Brokerpad Alternative for Your Trail Book
Understand your trail after settlement.
When Track My Trail Fits a Brokerpad Search
Track My Trail is a Brokerpad alternative for understanding your trail book after settlement. Brokerpad handles digital fact-finds and document collection before loan assessment.
Use Brokerpad to collect borrower information. Choose Track My Trail when you need to find lost clients, explain falling trail or see lender concentration.
- Your Lost And Gained Clients
- Where You’re Losing Trail
- Clients Making Large Loan Repayments
- Your Most Profitable Clients
- Lenders You Write The Most Loans For
- Broker-Specific Trail Contributions
No credit cards, no commitments.
7 day free trial · No credit card
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 and grow your trail book.
Get a clear picture of your trail book so you can get back to growth.
Loading chart data...
Australia’s biggest aggregator panel
Track My Trail supports the broadest range of aggregators on the market, from the majors to the smaller players.
See every supported aggregator. Missing yours? Let us know and we’ll do our best to add it.
Brokerpad and Track My Trail Features Compared
Brokerpad collects the information you need before assessment. Track My Trail reads commission reports to explain what happened to settled loans.
| Job | Brokerpad | Track My Trail |
|---|---|---|
| Client fact-find | Digital fact-find with Smart Forms | Trail report analysis |
| Document requests | Automated collection and reusable templates | Commission report uploads |
| Borrower engagement | Lead capture and client information forms | Client review queues from settled loans |
| Lost and gained clients | Not listed in Brokerpad’s published features | Quick Analysis compares monthly reports |
| Large repayments | Not listed in Brokerpad’s published features | Lists clients with large balance reductions |
| Top clients | Not listed in Brokerpad’s published features | Ranks clients by trail income |
| Lender share | Not listed in Brokerpad’s published features | Shows lender concentration |
| Broker contributions | Not listed in Brokerpad’s published features | Trail by Broker on every plan |
Brokerpad’s feature and pricing pages describe fact-finds, document collection and Mercury integration. The trail-analysis rows above name the work we do from aggregator reports.
From Trail Reports to Answers
Upload two supported monthly reports to Quick Analysis and we compare their loans and trail. Quick Analysis stores nothing.
Choose Trail History when you want opt-in, encrypted storage of supported uploads. Historical Analysis compares stored periods without uploading them again.
Missing Trail Analysis separates trail that stopped and later returned from loans that discharged. That gives you the missing months and amounts to raise with your aggregator.
Clawback Risk shows loans inside their clawback period, with days remaining and upfront exposure under the applicable rules. Trail by Broker shows each broker’s share on every plan.
For recurring client reviews, Refinance Finder queues active loans settled more than two years ago. A reviewed loan returns to the queue after 90 days.
Costs on Each Side
Brokerpad has a Free plan for lead capture and client information. Its monthly Standard plan adds digital fact-finds and document collection. Pro adds Mercury integration.
Track My Trail has monthly or yearly billing, with prices including GST. Excel Escape includes Quick Analysis. Pro Performance adds Trail History and Historical Analysis for one book over the most recent two years.
Elite Suite adds full history, up to five trail books and logins for the owner and four teammates. It also includes Trail Book Valuation, PDF to CSV and a founder onboarding call.
Read Track My Trail’s plan costs for current prices. Brokerpad’s subscription pays for borrower intake. Ours pays for analysis of commission income and settled loans.
Choosing Brokerpad, Track My Trail or Both
Keep Brokerpad when you need clients to complete fact-finds and send documents. Add Track My Trail when your unanswered question concerns settled loans or trail income.
Use both when your brokerage needs client intake and trail analysis. Track My Trail works from uploaded commission reports, so the workflow starts with your aggregator’s files.
To analyse this month’s change, bring two supported monthly reports when you get started for free. The trial lasts 7 days and requires no credit card.
You can cancel a monthly plan at any time or change plans and billing from your account. Compare other software alternatives or find tools by job in our mortgage broker tools guide.
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.
Read Your Trail Book
The demonstration panels below show the questions you can answer from two monthly reports.
Everything you need to grow your trail book
Find your missing trail
Writing more loans but seeing less trail? You’re not imagining it. See exactly what’s gone missing, and what’s slipping away each month as clients discharge or pay their loans down. Then get your book growing again.
Get a trail book valuation
Thinking about selling, or just curious? See what your book is worth, without a lengthy valuation.
Avoid costly clawbacks
Catch a clawback before it happens. We list every loan still at risk, with the clients to call first.
Get ahead of every refinance
Never lose a client to a competitor. See who’s due for a review, with your biggest loans first.
Know what each client is worth
See what each client has paid you so far, and what they’re likely to pay you over the life of their loan.
Keep track of every client
See which clients you’ve gained and lost, month to month and over the life of your book. When your trail dips, you’ll see why and what to do about it.
No credit cards, no commitments.
7 day free trial · No credit card
Explain the Change in Trail
The monthly comparison shows how trail gained and trail lost combine into your net change. Use it to understand why this month’s income moved.
Trail added (Inc. GST)
$44,376/month
Trail lost (Inc. GST)
$18,556/month
Net change (Inc. GST)
$25,820/month
See Income Concentration
The snapshot shows your total book and projected yearly trail. It also shows how much income depends on your largest clients and lenders.
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
Find Lost and Gained Clients
The client tables answer who appeared and who dropped off between reports, with the corresponding change in trail.
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
Prioritise Client Retention
The top-clients table shows who generates the most trail. Use their share of income to decide where a client review has the greatest effect.
| 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 |
Identify Large Repayments
The large-repayments table shows clients whose balances fell sharply and the trail lost. Review these accounts when repayments explain falling income.
| 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 |
Understand Lender Share
The lender chart and table show where your trail income is concentrated. Use them to see how dependent your book is on one lender.
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 Broker Contributions
The broker chart and table show each broker’s loan balance and monthly trail. Use them to understand each broker’s contribution to the brokerage.
| 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.
Access
Enterprise-level authentication
SAML single sign-on and TLS 1.3 encryption keep your account and data secure in transit.
Web Application Firewall
Our advanced firewall blocks DDoS attacks and bots, and neutralises security anomalies.
Privacy
Never sold or shared
We never sell or share information from your trail reports. It’s only ever used to analyse your trail book.
Secure checkout
Payments are handled by Stripe, trusted by millions of businesses worldwide. We never see your card details.
Storage
Nothing stored by default
Run a quick analysis of your trail book without keeping any of it in long-term storage.
Opt-in encrypted storage
Store records only to track your performance over time. All sensitive information is encrypted.
All of this is to say - we take security seriously.
Feel free to contact us with any security-related questions.
Frequently asked questions
Which Mortgage Aggregators Are Supported?
Native support depends on the report family. Quick Analysis and Trail History have separate support lists. Other statements use the prepared Generic CSV template or PDF to CSV.
We read reports from AFG, LMG, SFG, Finsure, Connective and YBR Aggregation (formerly Vow Financial), plus other report families. See supported aggregator reports and the public handbook for the formats.
Does Your Free Trial Require a Credit Card?
No, our 7-day free trial requires no credit card. Choose a paid plan after the trial if you want to continue.
Can I Sign In with Facebook?
Yes, Facebook is one sign-in option. You can also use Google or Microsoft.
How Does Track My Trail Compare to Brokerpad?
Brokerpad handles digital fact-finds and document collection before assessment. Track My Trail explains commission income after settlement from uploaded aggregator reports. Use both when you need both outputs.
No credit cards, no commitments.
7 day free trial · No credit card