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Revolutionise Your Trail Book Management.

Maximise Revenue, Boost Client Retention.

Trail Book
Trail Book - LoanCheckr

Say Goodbye to Wasted Time

Stop chasing data and updates from lenders and BDMs. Our intuitive platform grants you instant access to your trail book, with all client home loan information in one secure location.

Never Miss a Milestone Again

Effortlessly stay on top of key client events with automated notifications. Be the first to congratulate them on settlements, annual reviews, or engage with them before their fixed-rate term ends.

LoanCheckr - Notifications
Notifications
LoanCheckr - Dashboard

Leverage Data. Gain Insights.

Go beyond trail spreadsheets from your aggregator. Gain valuable insights on your client demographics and preferences. Refine your target market strategy and attract more high-value clients.

Dashboard

Effortless Client Communication

Automate post-settlement communication and nurture client relationships with ease. LoanCheckr keeps your clients informed about important product changes and ensures you remain top-of-mind for future lending needs—without the manual follow-up.

LoanCheckr - Google Calendar Sync
Calendar Sync
LoanCheckr - Clients

Maximise Your Trail Income

Focus on building long-term relationships while our system handles your client's data. With automated notifications, both you and your clients stay informed without being put on hold waiting for an answer.

Visualise Data. Enhance Clarity.

Transform your trail book data with advanced data widgets and analytics. Seamlessly understand your trail book metrics. Refine your strategy and attract more high-value clients with clear, insightful visualisations tailored for mortgage brokers.

LoanCheckr - Widget
LoanCheckr - Widget
LoanCheckr - Widget
Widgets
Icons - LoanCheckr (5).png

Platform Features

Discover powerful tools and features in our secure mortgage broker software platform designed to streamline your workflow and client communication, enhance data visualization, and ensure no missed opportunities, tailored for mortgage brokers.

consumer-data-right-logo-australia

LoanCheckr is proud to be an accredited participant in Australia's Consumer Data Right (CDR) system, reinforcing our commitment to data security and empowering mortgage brokers with seamless access to client financial information.

What is the Consumer Data Right (CDR)?

The CDR is an Australian Government initiative that grants consumers greater control over their data, allowing them to securely share information with accredited service providers.

 

This system enhances consumers' ability to compare and switch between products and services, fostering competition and innovation across various sectors, including banking and energy.

How do my clients provide "Consent" to access home loan data?

The Consumer Data Right (CDR) empowers your clients to securely share their home loan data with accredited providers like LoanCheckr. With their consent, you can access real-time loan details directly from their bank, eliminating paperwork, reducing errors, and speeding up the loan process.

By leveraging CDR, you can offer more accurate assessments, personalised loan solutions, and a seamless client experience—helping your clients secure the right home loan with confidence.

We Emphasise on Security and Partner with

LoanCheckr - AWS

Hosted Securely On

LoanCheckr - Basiq

Open Banking Data Provided By

LoanCheckr - MongoDB

Data Powered by

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