Your Trail Book isLeaking Money
The average broker loses $35,158 per year to preventable trail runoff and missed up-fronts. MyLoanBook helps you track it, prevent it, and keep more of what you've earned.
Currently in beta • Contact nick@digitalbrokerlabs.dev for access.
*Based on MFAA data from 2024 on average loan book size of $47.9m, reducing run-off from 20% to 10%.
$35K+
Avg. saved per broker/year
10%
Less client churn
5 min
To first insights
Built for
Australian brokers
Trail Income Disappears While You're Busy Writing New Loans
❌Clients refinance without you knowing until it's too late
❌Fixed rates expire and clients get poached by competitors
❌Clawbacks hit your pocket because you missed the warning signs
❌Commission files sit in folders, never analyzed
MyLoanBook Watches Your Trail So You Don't Have To
✓Automated alerts when clients are at risk of leaving
✓Track every loan in clawback period with smart reminders
✓One-click repricing workflow to save at-risk clients
✓Upload your LMG file and see insights in 5 minutes
Everything You Need to Protect Your Income
Built by brokers, for brokers. Every feature is designed to save you time and money.
Trail Analysis Dashboard
See your entire trail book at a glance. Income trends, lender mix, run-off rates, and more.
Clawback Protection
Never be surprised by a clawback again. Track every loan in the danger zone.
Smart Review Scheduling
Automated reminders for annual reviews, fixed expiries, and IO conversions.
Repricing Workflow
Kanban-style board to track repricing opportunities from contact to completion.
Client Communications
Send personalized emails and SMS with one click. Templates included.
Book Valuation
Know exactly what your trail book is worth with our DCF calculator.
Brokers Love MyLoanBook
“I caught a $47,000 clawback risk before the client refinanced. That alone paid for 10 years of the subscription.”
Sarah Mitchell
Senior Broker • Sydney, NSW
“The repricing board changed how I work. I saved 6 clients last month who were about to leave. That's $8K+ in annual trail protected.”
Michael Chen
Principal Broker • Melbourne, VIC
“Finally, software that understands how Australian brokers actually work. Upload your LMG file and you're done. No complicated setup.”
James Wilson
Mortgage Broker • Brisbane, QLD
Simple Pricing. Massive ROI.
One saved client pays for years of MyLoanBook
Broker Plan
For individual brokers
- 1 broker seat
- Up to 10 admin staff
- Unlimited clients
- All features included
- Email support
Firm Plan
For growing teams
- 3 broker seats
- Up to 10 admin staff
- Unlimited clients
- All features included
- Priority support
- Team management
Currently in beta — request access at nick@digitalbrokerlabs.dev
Stop Losing Money on Trail You've Already Earned
We're currently in beta. Email nick@digitalbrokerlabs.dev to request access.
Request Beta Access