Features

Everything you need to protect your commission

TrailGuard reads your aggregator reports and does the line-by-line checking you don't have time for.

Missing trail & upfront detection

The single most valuable check. TrailGuard flags any loan that still has a balance but paid no trail this month, and reconciles your upfront commissions against settled loans.

  • Zero-trail accounts surfaced instantly
  • Upfront vs settlement reconciliation
  • Estimated recoverable dollar value
Mrs AN · La TrobeNo trail · $490k bal
RA · ANZ$20.35
Estimated recoverable$113.62

Month-on-month comparison

TrailGuard keeps every period you upload, so you can see exactly how your trail income moves — and which loans dropped off between months.

  • Churned-loan detection (was paying, now gone)
  • Lower-than-expected payment alerts
  • Whole-book income trend
Jun 2025$2,596.45
Jul 2025$2,177.11 ↓16%
Aug 2025$2,597.63 ↑19%

Discrepancy, duplicate & concentration checks

Catch the errors that hide in dense statements — double-counted loans, aggregator mistakes, and dangerous over-reliance on one lender.

  • Duplicate loan detection
  • Lender concentration warnings (>25%)
  • Loans flagged for manual review
NAB Broker26.3% concentration
Shift Financial21.3% concentration
Macquarie21.7%