About Loan Market Group (LMG, including MyCRM)

Loan Market Group is one of Australia's largest aggregators and ships the MyCRM platform to its brokers. MyCRM is strong on workflow and submissions; TrailScope handles the forward-looking retention, forecasting and AI insight layer on top of MyCRM's commission data.

How TrailScope handles your Loan Market Group (LMG, including MyCRM) data

First-class support — MyCRM column profiles are pre-mapped. The standard monthly MyCRM commission export drops straight into the upload pipeline; trail, upfront and clawback rows are routed correctly.

Typical workflow

LMG brokerages typically run TrailScope monthly after the MyCRM export lands. Retention scoring, fixed-rate roll-off tracking and clawback exposure are the highest-value screens. See the /guides/mycrm-trail-report.html walkthrough for a column-by-column read of the report MyCRM produces.

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 Loan Market Group (LMG, including MyCRM) commission export, and the dashboard, retention scoring and reports are ready inside five minutes. No card required during trial.

FAQ

Which MyCRM reports does TrailScope read?

The standard MyCRM commission/trail export is the primary input. Column profiles are pre-configured; non-standard columns can be mapped on the first upload.

Does TrailScope replace MyCRM?

No. MyCRM stays the system of record for submissions and broker workflow. TrailScope is the analytical and retention layer on top of MyCRM's commission data.

Does TrailScope work for Wealth Market or Loan Market Connect users?

Yes — LMG-wide commission exports work. Coverage of LMG-internal sub-brands depends on the columns in their commission export; mapping is one-off.

Will TrailScope show me my MyCRM pipeline?

No — pipeline lives in MyCRM. TrailScope focuses on settled-loan analytics, retention and clawback.

Can I link TrailScope to my MyCRM account directly?

Not currently — uploads are CSV/XLSX-based. This is a deliberate decision so the workspace stays portable across aggregators.