Know every dollar of trail. Catch clawbacks before they hit.
Simple, transparent pricing, GST included. Pay monthly, or pay annually and we'll set up your clients for you, so you start seeing value straight away.
Sole Broker
For brokers managing their own trail book.
Founding price · first 50 brokers- 1 broker included
- Full access to all features
- Import your commission sheets
- AI assistant to set up new loans from approval letters
- Track clawbacks, loan balances and rates
- Set up alerts and reminders for key loan dates
- Support from our team, right in the app
No lock-in. Cancel anytime.
Brokerage
For brokerages with several brokers in one account, with simple per-broker pricing.
- First broker
- $49
- 1 additional broker × $29
- $29
- Total (2 brokers)
- $78
- All features included
- AI assistant to set up new loans from approval letters
- Import your commission sheets
- Track clawbacks, loan balances and rates
- Add and remove brokers anytime, and your bill follows
- Switch between every broker's book in one account
- Support from our team, right in the app
No lock-in. Cancel anytime.
Annual Plan
Pay upfront for 12 months and get free onboarding and client setup (normally $600).
- 1 broker included (each additional broker $348/year)
- Full access to all features
- Import your commission sheets
- Free onboarding & client setupWe'll import your historical commission sheets and configure all your clients for you (normally $600).
- AI assistant to set up new loans from approval letters
- Track clawbacks, loan balances and rates
- Set up alerts and reminders for key loan dates
- Priority support
14-day free trial. Choose annual when you subscribe and pay for the year upfront.
Free onboarding & client setup
Normally $600, included with the annual plan.
AI loan setup
Pre-fills new loans from approval letters and loan offers. You approve every change.
Simple, transparent pricing
No hidden fees. GST included.
Scale with your business
Add brokers anytime: $29/month, or $348/year on the annual plan.
Everything included in every plan
Trail and commissions
- Unlimited clients, loans and commission history
- Excel import of aggregator commission sheets
- Upfront, trail and clawback tracking
Clawback protection
- At-risk reporting and clawback exposure
- Alerts, reminders and calendar sync
AI assistance
- Set up new loans from approval letters and loan offers
- You approve every change
Interest rates
- Interest-rate history for every loan
- Bulk lender rate updates, dated to each lender's effective date
Team and access
- Invite staff with the role you choose
- Keep commission and income figures hidden from staff
- Add or remove brokers any time, billing follows
Real support
- Message our team directly from the Support tab
- Remote help on your account, only when you approve it
- Your earnings stay hidden unless you allow access
Questions
How does billing work when I add a broker?
Each extra person — broker or staff — is $29 a month on top of your $49, which covers you, or $348 a year on the annual plan. Add or remove people any time and your bill follows.
How does the annual plan work?
You pay $588 for the year upfront, the same as $49 a month, and our team sets you up for free: we import your historical commission sheets and configure your clients for you, a service normally worth $600.
Do extra books cost more?
Each additional book is $29 a month and includes one broker. Anyone else in it is $29 each, and someone who works in two of your books counts in each.
What does the AI assistance do?
It reads your approval letters and loan offers to pre-fill new loans. Nothing changes until you approve it.
How do I get help?
Start a conversation from the Support tab and talk to our team directly, not a ticket inbox. If we need to look at your account, we request access with the reason shown to you, and you decide. Seeing your commission and income figures needs your separate approval.
Can my staff use it without seeing my earnings?
Yes. Invite staff with the role you choose and keep commission and income figures restricted, so they can manage clients and loans without seeing what you earn.
What do I need to get started?
Your aggregator's commission sheet in Excel. Upload it and your clients, loans and trail history are built for you.
Built by a Melbourne mortgage broker, for mortgage brokers.