How To Use Trail Book History For Long-Term Analysis

Since releasing the video above, we’ve added several new features:

• New aggregators: Long-term trail tracking supports AFG, Finsure, Connective, LMG, Vow and SFG
• Upfront tracking: Now supports upload and analysis of upfront commissions
• Visual performance dashboard: Track your trail, upfront, and loan book over time
• User interface improvements: A sleeker, more user-friendly interface
• Faster file uploading: You can now upload up to 12 files at a time

Upcoming features include:

• Multi-aggregator support: Consolidated view across all of your aggregators
• Commission verification system: Automatically verify that upfront and trail commissions match your contract terms
• More performance visualisations: Monthly commission trends, loan book growth, and client analysis charts
• Automated discrepancy alerts: AI-powered detection of commission anomalies
• Client churn prediction: Identify loans at risk of discharge to proactively minimise clawbacks
• Retention analytics: Identify at-risk clients before they refinance elsewhere
• Lifetime client value: Quantify your most valuable client relationships
• Broker performance dashboards: Individualised reports for each broker in your organisation

If you have any future feature requests, please contact us.