Extending Firstmac Broker Tools: Track My Trail

Q: Which Mortgage Aggregators Are Supported?

We currently support—AFG (Australian Finance Group), LMG (Loan Market Group), SFG, Finsure, Connective, and Vow Financial. If you would like to request support for your aggregator, please get in touch and let us know 🙂️

Q: Does Your Free Trial Require A Credit Card?

Absolutely not. It is a trial, after all. We think products that force 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.

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.

Just as Firstmac Broker Tools saves brokers time with their serviceability calculator, Track My Trail analyses and extracts useful insights from your trail book, so you don’t have to.

Get immediate insights into—

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

Try For Free

Steve Carton

Mortgage Broker at Relax Home Loans

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.

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.

What’s the Difference Between Firstmac Broker Tools and Track My Trail?

Track My Trail complements Firstmac Broker Tools

Firstmac’s Broker Tools and Track My Trail are both fantastic applications.

While many brokers see the two as similar (since they are both mortgage broker software), they address different problems that brokers face.

If you’re looking for an easy-to-use debt service calculator and a way to track current applications in progress, then Firstmac Broker Tools is a great choice.

If you’re looking for a way to analyse and grow your trail book, then Track My Trail is for you.

If you’re not sure, you can test out using Track My Trail for a fully-featured 7-day trial by signing up at app.trackmytrail.com.au—no credit card required.

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

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.

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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

+$6.7 mil

$52 million

Total outstanding loan balance

Across all residential and commercial loans

Yearly trail income

+$13.9k

$119,457

Annual income projection

Based on most recent month

Upfront this month

+$3.9k

$25,667

Upfront commission payment

From settled loans this month

Number of clients

+12 clients

111 clients

Active client base

Clients with active loans

Income from your top 10 clients

33.2%

Income concentration

Revenue from top clients

Clients generating 50% of your income

21 clients

Generate 50% of your income

Top income contributors

Income from your top 3 lenders

57.3%

Lender concentration

Revenue from top lenders

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

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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.

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%

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.

Try For Free

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 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

Which Mortgage Aggregators Are Supported?

Does Your Free Trial Require A Credit Card?

Why Do You Use Facebook To Sign In?

We use Facebook for signing in as it’s an easy way to sign up without filling out any forms.

As we mention in our privacy policy:

We take the minimum amount of data necessary to enable login functionality—your Facebook public profile and email. You can read more about Facebook login here.

We don’t have access to any other personal data or the ability to post on your behalf.

Facebook themselves will tell you what we request permission for when you sign up, as shown below.

(you can view a higher-resolution version of the image above here).

How Does Track My Trail Compare to Firstmac Broker Tools?

Firstmac’s Broker Tools and Track My Trail are both fantastic applications.

While many brokers see the two as similar, these tools address different problems that brokers face.

If you’re looking for an easy-to-use debt service calculator and a way to track current applications in progress, then Firstmac Broker Tools is a great choice.

If you’re looking for a way to analyse and grow your trail book, then Track My Trail is for you.

If you’re not sure, you can test out using Track My Trail for a fully-featured 7-day trial by signing up at app.trackmytrail.com.au—no credit card required.

Try For Free

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