Trail Book Management

MyLoanBook

Stop losing income to unexpected clawbacks. Monitor your trail book 24/7, get alerts for at-risk loans, and protect your recurring revenue.

Visit MyLoanBook.aiBook a Demo
TRAIL BOOK VALUE
$2.4M
Active Loans
247
At Risk
12
Clawback Window
8
Monthly Trail
$4.2K

Problems We Solve

Surprise Clawbacks
Early warning system for at-risk loans
Manual Tracking
Automated trail book monitoring
Commission Disputes
Detailed reconciliation reports
Unknown Book Value
Real-time valuation dashboard
Features

Everything You Need to Protect Your Trail

🔔

Smart Alerts

Get notified instantly when a client shows signs of refinancing. Catch at-risk loans before they become clawbacks.

📊

Book Valuation

Know exactly what your trail book is worth. Track growth over time and understand your business value.

🛡️

Clawback Protection

Identify loans in the clawback window and prioritise retention calls. Protect your hard-earned commissions.

📈

Performance Analytics

Understand which lenders, loan types, and client segments perform best. Make data-driven decisions.

🔄

Aggregator Sync

Connects with major aggregator platforms to automatically import and reconcile your trail data.

📱

Mobile Ready

Check your book health from anywhere. Respond to alerts on the go and never miss a retention opportunity.

Ready to Protect Your Trail Book?

Join hundreds of brokers who've stopped losing income to surprise clawbacks. Start monitoring your trail book today.

Get Started FreeTalk to Nick