One plan. Everything included.
Try Trail Vault free for 7 days — no credit card required. Cancel any time.
Trail Vault
Everything a mortgage broker needs to run their trail book with confidence.
$49/month
inc. GST · billed monthly · one organisation and you, included
- Each additional organisation
- +$20/month
- Each user beyond you
- +$29/month
A sole broker pays $49 a month. A second broker takes that to $78, and a second office to $98. Add or remove either whenever you like and the bill follows, prorated to the day.
Start your 7-day free trial- Unlimited clients, loans and commission history
- Excel import for LMG and Finsure statements
- Upfront, trail and clawback tracking
- At-risk reporting and clawback exposure
- Alerts, reminders and calendar sync
- Interest-rate history and bulk rate updates
- Add or remove brokers any time — billing follows
- Email support
Need a custom arrangement for a larger team? Contact us.