Every Tool You Need toProtect Your Trail Income
Built specifically for Australian mortgage brokers. No fluff, just features that save you money.
See Your Entire Trail Book at a Glance
Stop guessing about your trail income. Our dashboard gives you real-time insights into your book health.
- Monthly and annual trail income tracking
- Lender concentration analysis
- Run-off rate monitoring
- Client segment breakdown
- Trend analysis over time
Never Be Blindsided by a Clawback Again
Track every loan in the clawback danger zone. Get alerts before clients refinance, not after.
- Automatic clawback risk scoring
- 12 and 24 month tracking windows
- Smart alerts for at-risk loans
- Client contact reminders
- Clawback history analysis
Proactive Client Reviews, on Autopilot
Annual reviews, fixed rate expiries, IO conversions – never miss a critical touchpoint.
- Automated review reminders
- Fixed rate expiry tracking
- Interest-only conversion alerts
- Calendar integration
- Review outcome tracking
Turn At-Risk Clients into Retained Clients
Kanban-style board to manage repricing opportunities from first contact to successful retention.
- Visual pipeline management
- Custom stage configuration
- Savings calculator
- Action tracking
- Success rate analytics
Reach Out to Clients in One Click
Email and SMS templates ready to go. Personalized, professional, and effective.
- Pre-built templates
- Personalization tags
- Bulk sending
- Delivery tracking
- Response analytics
Know Exactly What Your Trail Book is Worth
DCF-based valuation with adjustable multiples. Perfect for planning or selling your book.
- Multiple valuation methods
- Adjustable assumptions
- Run-off projections
- Lender breakdown
- Historical tracking
Works With Your Aggregator
Upload your commission file and we'll do the rest. Currently supporting LMG with more coming soon.
More aggregators coming soon: Connective, Finsure, AFG
Ready to See These Features in Action?
We're currently in beta. Email nick@digitalbrokerlabs.dev to request access.