See the revenue hidden inside your trail book.

AI-powered portfolio intelligence for Australian mortgage brokers — built to defend, grow and forecast every dollar of trail commission.

● 14-day free trial ● No aggregator switch required ● Australian data residency
Portfolio Analytics — live trail, upfront & clawback view
app.trailscope.com.au / portfolio
LIVE
Workspace · Overview

Portfolio Analytics

Live trail-book performance for your active loan portfolio.
Trail revenue
$71,420
+18.4%
Upfront
$24,180
+9.2%
Clawback
$3,910
-12.4%
Active loans
384
+6 this mo

Trail revenue

+$29.0k vs prior year
RecurringNew origin.
JulSepNovJanMarMay

Retention risk pipeline

Click a band for client-level detail
P
Patel, A.
Fixed expiry · 38d
$840k · CBA
HIGH
N
Nguyen, J.
Rate watch · -0.45%
$612k · Westpac
HIGH
W
Wilson Family Trust
Equity build · 22%
$1.2M · Macquarie
MED
O
Okafor, S.
Annual review due
$455k · ANZ
MED
R
Reyes, M.
Stable · LVR 64%
$390k · ING
LOW
AI · Refinance signalPatel, A. is rate-shopping. Call window: 48h.
FIXED EXPIRY · 90D
$4.6M
12 clients · ↑ 22%
Trail growth · MoM
+18.4%
Connective AFG Mortgage Choice MyCRM Salestrekker Loanworks
FFeatures

Nine modules. One source of trail truth.

Everything a modern brokerage needs to defend, grow and forecast trail revenue — built for Australian aggregator data.

Portfolio intelligence, not just reporting

TrailScope reads your aggregator export, blends it with live rate and lender data, and surfaces actions ranked by revenue impact — not by what's easy to chart.

EXPECTED LIFT · 9–14% TRAIL RETENTION YEAR ONE
LENDER CONCENTRATION
$248M trail · 384 loans
OVER-INDEXED
CBA
38%
Westpac
24%
Macquarie
16%
ANZ
12%
ING
6%
Other
4%
AI
Diversification opportunityShifting 8% from CBA could reduce clawback exposure by an est. $42k.

Trail Analytics

See every dollar of recurring trail across cohorts, lenders and brokers — with explainable trend math.

Retention Intelligence

A live retention score for every client, trained on refinance signals from 1.4M comparable loans.

96%

Refinance Risk Alerts

Be the first to know when a borrower is rate-shopping. Real-time market triggers, not quarterly reports.

AI Revenue Insights

Plain-English explanations of what's growing, what's leaking, and what to do about it this week.

Portfolio Forecasting

12 / 24 / 36-month trail projections under your assumptions. Stress-test rate moves and clawbacks.

Clawback Detection

Catch at-risk loans before the discharge hits — and reclaim aggregator fees you're owed.

Fixed Rate Expiry

A timeline of every borrower rolling off fixed — sequenced by deal value and effort.

Automated Reviews

Generate annual review packs, send branded summaries, and track engagement automatically.

Broker Performance

Benchmark every loan writer in the brokerage on retention, mix and trail growth.

DDashboard

An executive cockpit for your trail book.

Every chart, every score, every alert — designed so a Monday morning briefing takes five minutes, not five hours.

Monthly trail revenue

Decomposed into recurring vs new originations, with year-on-year deltas.

Decompose by lender, broker, cohort or product
Export branded PDFs for client annual reviews
Drill into any data point — no SQL needed
Push insights to Slack, email or your CRM

Trail revenue · 12 months

+$29.0k vs prior year · 96% confidence
RecurringNew origin.
JulSepNovJanMarMay
3How it works

From CSV to clarity in minutes.

Drop a trail report. TrailScope handles the rest — including the messy bits.

STEP 01

Upload trail report

Drop a CSV / Excel from MyCRM, Salestrekker, Connective or AFG — we map the columns automatically.

trail-jun-2026.csv
12.4 MB · 384 loans
fixed-expiries.xlsx
1.1 MB · 42 records
aggregator-feed.json
Connected · Connective
LIVE
STEP 02

AI analyses portfolio

Loan-by-loan retention scoring, lender concentration, fixed expiries, clawback risk and a 36-month forecast.

Parsing trail records100%
Matching lender data100%
Scoring retention risk86%
Building forecast54%
STEP 03

Get insights & actions

A ranked queue of revenue-saving actions — annual reviews, retention calls and fixed-rate touchpoints.

5 borrowers high refinance risk
Est. $18.2k trail at risk
Fixed roll-offs in next 90 days
12 clients · $4.6M
Annual reviews due
23 packs ready to send
$Pricing

Simple, transparent, priced per book.

Every plan ships with the full data pipeline. Choose the depth of intelligence your brokerage needs.

Starter
For solo brokers building a recurring book.
$12+ GST /broker / month
  • Up to 100 active loans
  • Trail analytics & monthly reports
  • Email support
Start free trial
Enterprise
For aggregators and 9+-broker networks.
Custom volume pricing
  • Unlimited broker seats
  • SSO / SAML + audit log
  • Dedicated CSM + onboarding
  • Custom data residency on request
Contact us

Unlock the intelligence inside your trail book.

Get a personalised walkthrough on your own data — or upload a sample report and see what TrailScope finds.