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Key Benefits
Your Trail Book, Visualised
See loan trends, expiry dates, and key stats in a clear, actionable visual dashboard.
Custom Views for Your Team
Create different dashboard views for various team members or departments.
Get the Complete Picture
Drill down from charts to individual client and loan details in just one click.
What some of our beta-tester users have been saying...
"I used to feel like I was writing loans in the dark. Now with these data widgets, I can actually see which referral partners bring the best clients, which loan types I'm most successful with, and exactly where to focus my marketing budget. It's like having a business coach built into my software."
Performance Optimisation
Identify your highest-performing loan types and client segments through interactive data visualisations that spotlight exactly where to focus your efforts for maximum growth.
Portfolio Opportunity Analysis
Gain valuable insights into your client demographics and loan distribution patterns, helping you identify market niches where you excel and potential gaps to expand your service offerings.
Settlement Tracking Dashboard
Monitor your loan settlement volumes, product mix trends, and performance over time against your personal benchmarks, providing clear visibility into your progress and growth as a mortgage professional.