AI-powered portfolio intelligence for Australian mortgage brokers — built to defend, grow and forecast every dollar of trail commission.
Everything a modern brokerage needs to defend, grow and forecast trail revenue — built for Australian aggregator data.
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.
See every dollar of recurring trail across cohorts, lenders and brokers — with explainable trend math.
A live retention score for every client, trained on refinance signals from 1.4M comparable loans.
Be the first to know when a borrower is rate-shopping. Real-time market triggers, not quarterly reports.
Plain-English explanations of what's growing, what's leaking, and what to do about it this week.
12 / 24 / 36-month trail projections under your assumptions. Stress-test rate moves and clawbacks.
Catch at-risk loans before the discharge hits — and reclaim aggregator fees you're owed.
A timeline of every borrower rolling off fixed — sequenced by deal value and effort.
Generate annual review packs, send branded summaries, and track engagement automatically.
Benchmark every loan writer in the brokerage on retention, mix and trail growth.
Every chart, every score, every alert — designed so a Monday morning briefing takes five minutes, not five hours.
Decomposed into recurring vs new originations, with year-on-year deltas.
Drop a trail report. TrailScope handles the rest — including the messy bits.
Drop a CSV / Excel from MyCRM, Salestrekker, Connective or AFG — we map the columns automatically.
Loan-by-loan retention scoring, lender concentration, fixed expiries, clawback risk and a 36-month forecast.
A ranked queue of revenue-saving actions — annual reviews, retention calls and fixed-rate touchpoints.
Every plan ships with the full data pipeline. Choose the depth of intelligence your brokerage needs.
Get a personalised walkthrough on your own data — or upload a sample report and see what TrailScope finds.