Trail commission software for Australian mortgage brokers

Run your trail book on facts, not guesswork.

Upload your monthly trail statement and BrokerBookie shows you the missing commission, the dropped loans, what your book is worth, and exactly what to chase this month.

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Overview

Trail book · Feb 2026 · compared with Jan 2026

Upload your trail
Monthly net trail$42,180▲ $1,240 vs last month
Annualised trail$506k$61 avg / loan
Clients538691 loans · 684 active
Est. book value$911k1.8× annual trail
Trail income & 12-month forecast Actual Forecast
Top lenders by trail
Macquarie$9.4k
NAB Broker$5.1k
Bankwest$3.4k
CommBank$3.1k
ING$1.9k
Suncorp$1.5k
3 shortfalls recovered 12 rate reviews due 143 refinance opportunities Run-off 11.2% · below benchmark
$506k
annualised trail
$1,840
missing trail found
How it works

Your first win is one upload away.

No onboarding, no data entry, no new systems. Just the statement your aggregator already sends you.

Upload

Drop in your statement

SFG, Connective, LMG, AFG, Finsure and more. Analysed on the spot, in about 60 seconds.

18
16
143
$1,164 found

Work the action list

Shortfalls, $0-trail loans and discrepancies at the top. Growth opportunities underneath. CSV export for every list.

$742k
1.66×

Watch your book come alive

Valuation, forecast, lender league table and your best segments. Clarity from month one.

Made for brokers

Built around the statement you already get.

No new systems, no CRM migration. BrokerBookie reads all 600+ rows of your monthly trail file and turns them into the clearest picture of your business you've ever had.

  • Works with SFG, Connective, LMG, AFG, Finsure and more
  • One upload a month keeps everything current
  • Compare month on month automatically
Sign up ›
February trail statement655 rows
LenderLoanBalanceTrail
Macquarie#83F2A1$626,781$79.90
NAB#2C91D4$451,209$57.14
ANZ#38AD72$338,166$11.06
Bankwest#5B10E8$704,455$88.02
CommBank#91C3B7$512,930$63.55
655 loans analysed
Shortfall found: down $79.83
ActionsFeb statement
2Trail shortfallsCommission fell, balance didn't. Chase these first.CSV
11$0 trail on active loansPaying nothing this monthCSV
9Commission discrepancies$20–$50 month-on-month movementCSV
14Dropped off your bookOn last month's statement, gone this monthCSV
126Refinance opportunitiesWarm conversations, ranked by balanceCSV
Action items

A work list, not a spreadsheet.

Every month becomes a prioritised to-do list: money problems at the top, growth opportunities underneath. Each item shows the client, the loan and the dollars at stake.

  • Shortfalls and $0-trail loans surfaced automatically
  • Rate-review and refinance alerts tuned to your rules
  • One-click CSV export for every list
Your book, visualised

See the shape of your income at a glance.

Trail trend and 12-month forecast, lender mix, loan-size sweet spots and a live valuation range. The charts answer the questions before you ask them.

  • 12-month income forecast built from your real run-off
  • Lender league table: who actually pays you best
  • A valuation range you can take into any negotiation
Top lenders by trailmonthly net
Macquarie$8.3k
NAB$4.5k
Bankwest$3.0k
CommBank$2.9k
ING$1.7k
$447k
annualised trail · 513 clients · 47 lenders
Ask your Bookiebuilt-in analyst
What's my book worth?
Your trail book is worth roughly $742,000 (range $670k to $1.1m), based on annual trail of $446,500 at a 1.66× multiple adjusted for your current run-off.
What should I chase this month?
Start with the 2 trail shortfalls (about $160/mo at stake), then the 11 loans that paid $0. After that, your top refinance conversation is a $1.2m balance settled in 2021.
Analysis runs on de-identified figures only. Client names stay on your device.
Ask your Bookie

Your book, on speaking terms.

Your Bookie is an analyst baked into the platform. Ask in plain English and get answers grounded in your actual numbers: valuation, lender comparisons, what to chase, where the risk sits.

  • Instant answers to the questions the dashboard doesn't show
  • Grounded in your figures, not generic advice
  • Works on de-identified data: no client names, loan numbers or contact details

Private by design.

Statements are analysed in the moment and never stored. Client names never leave your device and vanish when you log out. Everything we keep or analyse is de-identified: no names, no loan numbers, no contact details, ever.

7-day free trial · 2 months free on yearly plans

One plan. Zero surprises.

Every feature, both plans. Broker Kit members get 50% off.

Pro
$38/month
7-day free trial
For brokers who want their book working as hard as they do.
  • Unlimited statement uploads
  • Missing-commission & shortfall detection
  • 12-month income forecast & valuation
  • Rate-review & refinance alerts
  • Ask your Bookie, the built-in analyst
  • CSV work-list exports
Start free trial
Broker Kit members
Members
$19/month
7-day free trial
50% off for active Broker Kit members. Because you're already family.
  • Everything in Pro
  • Priority support
  • Early access to new features
Claim discount
Member get member: refer other brokers once you're in and earn $10 for every one who becomes a paid member — your referral link is ready in your dashboard, no sign-up needed.