Four simple steps from raw aggregator export to clear, actionable insight.
Download your monthly RCTI / commission statement from SFG. TrailGuard accepts Excel and CSV — the same file SFG gives you, no reformatting needed.
Drag and drop the file into your dashboard. We automatically detect the columns, de-duplicate multi-line payments, and separate trail from upfront commission.
TrailGuard compares the new report against your history, flags missing trail, churned loans, lower-than-expected payments, duplicates, and concentration risk — and estimates how much is recoverable.
See a clear list of what needs attention, follow up with your aggregator, and export any period to CSV for your records. Your whole month's review takes minutes.