About Finsure Finance & Insurance

Finsure is a national aggregator known for its broker support and broad lender panel. Its broker portal covers compliance and operational reporting; TrailScope adds the retention, forecasting and AI insight layer.

How TrailScope handles your Finsure Finance & Insurance data

Supported via CSV/XLSX upload. Finsure's commission export columns can be mapped on first upload — the mapping is saved per organisation and reused on every subsequent file. Most Finsure-specific column shapes are recognised by the auto-detect pass.

Typical workflow

Finsure brokerages typically upload monthly. Retention scoring, lender concentration risk and trail income trends across the broker panel are the most-used screens. AI Insights answers 'who's at risk this month?' against the most-recent upload.

What you get on top of the aggregator

  • Retention scoring — per-loan risk score from 8 weighted factors (settlement age, fixed-expiry proximity, rate-vs-market gap, equity, engagement, loan size, repayment anomaly, tenure).
  • Refinance risk alerts — fired on rate-gap drift, fixed-expiry roll-off 90/60/30 days out, and CCR enquiry signals cross-referenced against your client list.
  • Clawback exposure forecast — 30/60/90-day at-risk dollar figure based on the actual per-lender clawback schedule, not a generic 24-month assumption.
  • Trail income forecasting — 12/24/36-month projections with adjustable churn, rate and clawback-rate assumptions.
  • AI insights — bring-your-own Anthropic, OpenAI or Gemini key. Aggregate-only context — names, emails, phone, DOB and free-form notes are stripped before any prompt leaves the workspace.
  • PDF reports — 6 fixed reports plus a DIY custom-report builder, all in TrailScope branding.

Pricing

TrailScope is priced per broker / per brokerage, separate from your aggregator fees. Starter is A$15 / broker / mo (up to 100 active loans). Professional is A$35 / brokerage / mo for unlimited loans and up to 8 broker seats. See the full pricing page for details and the comparison table.

Getting started

Sign up for the 14-day free trial, upload your most recent Finsure Finance & Insurance commission export, and the dashboard, retention scoring and reports are ready inside five minutes. No card required during trial.

FAQ

Which Finsure reports does TrailScope read?

The standard monthly commission/trail export from the Finsure broker portal is the primary input. Columns map cleanly to TrailScope's trail/upfront/clawback model after a one-off mapping step.

Does TrailScope work with Finsure Asset Finance?

TrailScope's analytics are mortgage-focused. Asset Finance trail data can be uploaded but won't have all retention features active.

Does TrailScope replace Finsure's dashboards?

No. Finsure stays the system of record for submissions and compliance. TrailScope is the analytical layer on top of its commission output.

Can I migrate from another aggregator to Finsure without losing TrailScope history?

Yes — TrailScope is aggregator-agnostic. Upload the historical data from your previous aggregator alongside the new Finsure exports and analytics continuity is preserved.

Is there an integration with Finsure's IQ platform?

Not currently — TrailScope works via the standard commission export. Direct platform integration is on the roadmap but not committed.