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Data Widgets
Aggregated data revealing loan performance and growth opportunities.
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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.
Data Widgets FAQ
Fixed Rate Expiry in ActiveAlert Loan Notifications alerts you to the upcoming expiration of your fixed-rate loan term. This allows you to prepare for potential changes in your interest rate and monthly repayments.
Interest Rate Change in ActiveAlert Loan Notifications informs you of any changes to your loan's interest rate. This can affect your monthly repayments and overall loan cost.
Repayment Change in ActiveAlert Loan Notifications alerts you to any changes in your loan repayment schedule or amount. This can occur due to changes in interest rates, loan terms, or other factors.
Interest Only Expiry in ActiveAlert Loan Notifications notifies you when the interest-only period of your loan is about to end. This means your repayments will soon include both principal and interest, leading to higher monthly payments.
Annual Review Date in ActiveAlert Loan Notifications is the date set for the yearly review of your loan account. This review includes an assessment of your loan's performance, interest rates, and any changes that may be needed.
White label branded email templates are customizable email templates that use the broker's company branding. These templates ensure that all email notifications sent to clients are consistent with the broker's brand identity.
Brokers have the option of both web push and email notifications. They can manage these notifications through a notifications dashboard, allowing them to customize alerts according to each client's loan portfolio.
Clients will receive email notifications only. These notifications include important updates and alerts related to their loan accounts.
Brokers can manage notifications through a notifications dashboard. This dashboard allows them to customize and control the notifications they receive, including web push and email notifications, based on each client's loan portfolio.
Loan Value in Data Widgets represents the total value of all active loans in your portfolio. It is a key metric for assessing the overall size and health of your loan book.
Settlement Volume in Data Widgets tracks the number of loan settlements completed within a specific period. It is an important metric for understanding your business's transaction activity.
Annual Review in Data Widgets provides a summary of the yearly performance and activities related to your loan accounts. It includes metrics such as loan growth, client activity, and overall portfolio health.
Fixed Rate Expiry in Data Widgets alerts you to upcoming expirations of fixed-rate loan terms. This allows you to proactively manage client communications and refinancing options.
Trail Book Runoff in Data Widgets measures the rate at which loans are paid off or refinanced out of your trail book. It is a key metric for assessing portfolio stability and client retention.
Consent Email Opened but not Active indicates that the client has opened the consent email but has not yet activated their consent for data sharing. This status helps you follow up with clients who may need assistance.
Trail Book Exit in Data Widgets tracks the accounts that have exited your trail book, either through loan closure or transfer. It helps you monitor client retention and portfolio changes.
Trail Book Statistics in Data Widgets include various metrics such as loan counts, values, growth rates, and client activity. These statistics provide a comprehensive overview of your trail book's performance.
Net Book Growth in Data Widgets measures the net increase or decrease in the value of your loan portfolio over a specific period. It helps you track the growth and performance of your loan book.
Consent Activity in Data Widgets tracks the status and history of client consents for data sharing. It helps you monitor which clients have given consent and the duration of their consent.
Lender Mix in Data Widgets provides a breakdown of your loan portfolio by lender. It helps you understand the distribution of loans across different lenders and manage lender relationships effectively.
Trail Book Value in Data Widgets represents the total value of all loans currently managed in your trail book. It is a critical metric for assessing the overall size and health of your portfolio.
Property Location in Data Widgets provides geographical data on the properties associated with your loan accounts. It helps you analyze trends and concentrations in specific areas.
Trail Book Loan Age in Data Widgets indicates the average age of loans in your trail book. It helps you understand the maturity and lifecycle of your loan portfolio.
"Active Home Loan Accounts" refers to the number of client home loan bank accounts that have active connections managed in your LoanCheckr broker account and processed in any given month from your account dashboard. The pricing is calculated based on this monthly total.
Pricing is determined by a tiered structure:
0-100 Active Home Loan Accounts: $0 base cost + $0.75 per account.
101-200 Active Home Loan Accounts: $75 base cost + $0.70 per account over 100.
201-300 Active Home Loan Accounts: $145 base cost + $0.65 per account over 200.
301+ Active Home Loan Accounts: $210 base cost + $0.55 per account over 300.
Additionally, GST (10%) is added to the total cost.
Certainly! Here are examples for different client levels:
Example 1: 100 Active Home Loan Accounts
Total Cost: 100 × 0.75 = $75.00.
GST: 10% = $7.50
Final Monthly Cost: $75.00 + GST
Example 2: 201 Active Home Loan Accounts
Base Cost: $145 (for 201-300 tier).
Additional Cost: 1 × 0.65 = $0.65 (1 client over 200).
Total Cost: $145 + $0.65 = $145.65.
GST: 10% = $14.57
Final Monthly Cost: $145.65 + + GST
For more than 300 Active Home Loan Accounts, the pricing structure applies as follows:
Base cost: $210 (for 301+ tier).
Additional Home Loan Accounts: $0.55 per Home Loan Account over 300.
Example: For 350 Active Home Loan Accounts:
Base Cost: $210.
Additional Cost: 50 × 0.55 = $27.50.
Total Cost: $210 + $27.50 = $237.50.
Final Monthly Cost (incl. GST & Merchant Fee): $262.70.
Yes:
GST (10%) is applied to the total cost.
You can use the slider on our pricing page to calculate your monthly cost based on the number of Active Home Loan Accounts. The final cost displayed will include GST in addition to the total Active Home Loan Accounts. You can also view your current running monthly cost in your account once registered.
Pricing is calculated dynamically each month based on your total Active Home Loan Accounts. If your numbers increase or decrease, your pricing will automatically adjust accordingly.
Yes, the tiered pricing model offers lower per-client costs as your volume increases.
For example:
101-200 Active Home Loan Accounts: $0.70 per Home Loan Account (vs. $0.75 in the 0-100 range).
301+ Active Home Loan Accounts: $0.55 per Home Loan Account.
Absolutely! If your business manages more than 500 Active Home Loan Accounts monthly, contact us for a custom pricing quote tailored to your business needs. *You must first exceed 500+ Active Home Loan Accounts before you are eligible for a customised pricing plan.
Billing occurs monthly on the 15th of each month, based on the number of Active Home Loan Accounts for the previous month. You’ll receive a detailed invoice that outlines the total cost, GST, and merchant fee sent to your registered email address. You can also manage your billing in the billing dashboard inside your account.
"Active Home Loan Accounts" refers to the number of client home loan bank accounts that have active connections managed in your LoanCheckr broker account and processed in any given month from your account dashboard. The pricing is calculated based on this monthly total.
Pricing is determined by a tiered structure:
0-100 Active Home Loan Accounts: $0 base cost + $0.75 per account.
101-200 Active Home Loan Accounts: $75 base cost + $0.70 per account over 100.
201-300 Active Home Loan Accounts: $145 base cost + $0.65 per account over 200.
301+ Active Home Loan Accounts: $210 base cost + $0.55 per account over 300.
Additionally, GST (10%) is added to the total cost.
Certainly! Here are examples for different client levels:
Example 1: 100 Active Home Loan Accounts
Total Cost: 100 × 0.75 = $75.00.
GST: 10% = $7.50
Final Monthly Cost: $75.00 + GST
Example 2: 201 Active Home Loan Accounts
Base Cost: $145 (for 201-300 tier).
Additional Cost: 1 × 0.65 = $0.65 (1 client over 200).
Total Cost: $145 + $0.65 = $145.65.
GST: 10% = $14.57
Final Monthly Cost: $145.65 + + GST
For more than 300 Active Home Loan Accounts, the pricing structure applies as follows:
Base cost: $210 (for 301+ tier).
Additional Home Loan Accounts: $0.55 per Home Loan Account over 300.
Example: For 350 Active Home Loan Accounts:
Base Cost: $210.
Additional Cost: 50 × 0.55 = $27.50.
Total Cost: $210 + $27.50 = $237.50.
Final Monthly Cost (incl. GST & Merchant Fee): $262.70.
Yes:
GST (10%) is applied to the total cost.
You can use the slider on our pricing page to calculate your monthly cost based on the number of Active Home Loan Accounts. The final cost displayed will include GST in addition to the total Active Home Loan Accounts. You can also view your current running monthly cost in your account once registered.
Pricing is calculated dynamically each month based on your total Active Home Loan Accounts. If your numbers increase or decrease, your pricing will automatically adjust accordingly.
Yes, the tiered pricing model offers lower per-client costs as your volume increases.
For example:
101-200 Active Home Loan Accounts: $0.70 per Home Loan Account (vs. $0.75 in the 0-100 range).
301+ Active Home Loan Accounts: $0.55 per Home Loan Account.
Absolutely! If your business manages more than 500 Active Home Loan Accounts monthly, contact us for a custom pricing quote tailored to your business needs. *You must first exceed 500+ Active Home Loan Accounts before you are eligible for a customised pricing plan.
Billing occurs monthly on the 15th of each month, based on the number of Active Home Loan Accounts for the previous month. You’ll receive a detailed invoice that outlines the total cost, GST, and merchant fee sent to your registered email address. You can also manage your billing in the billing dashboard inside your account.
LoanCheckr ensures data security and compliance by adhering to the strict guidelines set by the Consumer Data Right (CDR) framework. This includes implementing advanced encryption protocols, conducting regular security audits, and maintaining compliance with government certifications and standards.
LoanCheckr, as a registered CDR Participant and government-certified entity, employs robust security measures to protect CDR Open Banking Data. These measures include end-to-end encryption, secure access controls, and regular security audits to ensure the confidentiality and integrity of client data.
End-to-end encryption is a security measure that ensures data is encrypted on the sender's device and only decrypted on the recipient's device. This means that even if data is intercepted during transmission, it cannot be read by unauthorized parties. LoanCheckr uses end-to-end encryption to protect all client data, ensuring it remains confidential and secure.
Yes, clients can revoke their consent for data access at any time through the consent management dashboard. This ensures that clients have full control over their financial data and can manage their privacy preferences on-demand.
LoanCheckr takes data security and privacy very seriously. To protect all your sensitive information, we use secure cloud infrastructure on AWS (Amazon Web Services). This top-tier platform provides robust security measures and lets us take advantage of advanced security tools to constantly monitor and secure all our data endpoints. In addition to these measures, we also ensure that all data is locally hosted onshore in Sydney, Australia, as required. This onshore hosting guarantees that your data stays within Australian data protection regulations, offering you peace of mind while using our mortgage management software.
To maintain data security on LoanCheckr, it is recommended to use strong, unique passwords for your account, enable two-factor authentication, regularly update your software, and be cautious of phishing attempts. Additionally, ensure that only authorized personnel have access to sensitive data.
In the event of a data breach, LoanCheckr has a comprehensive incident response plan in place. This includes immediate containment and assessment of the breach, notification to affected parties, and steps to mitigate any potential damage. We also conduct a thorough investigation to prevent future breaches.
LoanCheckr carefully manages third-party access to data by conducting thorough due diligence on all third-party service providers. We ensure that they comply with our strict security standards and data protection policies. Access is granted only to trusted partners and is regularly reviewed.
LoanCheckr uses advanced encryption protocols such as TLS (Transport Layer Security) to protect data during transmission. This ensures that any data sent between your device and our servers is encrypted and secure from interception by unauthorized parties.
Setting up 2-Factor Authentication (2FA) on your LoanCheckr account is a straightforward process and is mandatory to ensure the security of your account. Here are the steps to set up 2FA:
Register your account: Begin by registering for a LoanCheckr account if you haven't done so already. You will need to provide basic information such as your name, email address, and contact details.
Initial account setup: Once you have submitted your registration details, you will receive an email from LoanCheckr. Click the verification link in this email to proceed with the initial account setup.
Login to your account: Use the credentials you created during registration to log in to your LoanCheckr account. You will be prompted to set up 2FA before you can gain full access to the platform.
Choose your 2FA method: LoanCheckr supports several 2FA methods, such as Google Authenticator, Authy, or SMS code. Choose your preferred method. This must all be done prior to gaining access to your user account. Both SMS and 2FA are required: For Authenticator apps (Google Authenticator): Open the app on your mobile device and scan the QR code displayed on the LoanCheckr setup page. Alternatively, you can enter the code manually. You can download the Google Authenticator app using the following links: Download on Google Play: (https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2) Download on Apple Appstore: (https://apps.apple.com/us/app/google-authenticator/id388497605).
For SMS verification: Enter your mobile phone number. You will receive a code via SMS, which you need to enter into the appropriate field on the LoanCheckr setup page.
Verify the code: Enter the code generated by your authenticator app or the SMS code into the appropriate field on the LoanCheckr setup page.
Confirmation: Once the code is verified, your 2FA setup is complete. You will receive a confirmation message in your email and will now be granted full access to your LoanCheckr account.
Remember, this additional layer of security ensures the protection of your sensitive data and trail book management information. For any further assistance, you can refer to our detailed help guide or contact LoanCheckr support.
"Active Home Loan Accounts" refers to the number of client home loan bank accounts that have active connections managed in your LoanCheckr broker account and processed in any given month from your account dashboard. The pricing is calculated based on this monthly total.
Pricing is determined by a tiered structure:
0-100 Active Home Loan Accounts: $0 base cost + $0.75 per account.
101-200 Active Home Loan Accounts: $75 base cost + $0.70 per account over 100.
201-300 Active Home Loan Accounts: $145 base cost + $0.65 per account over 200.
301+ Active Home Loan Accounts: $210 base cost + $0.55 per account over 300.
Additionally, GST (10%) is added to the total cost.
Certainly! Here are examples for different client levels:
Example 1: 100 Active Home Loan Accounts
Total Cost: 100 × 0.75 = $75.00.
GST: 10% = $7.50
Final Monthly Cost: $75.00 + GST
Example 2: 201 Active Home Loan Accounts
Base Cost: $145 (for 201-300 tier).
Additional Cost: 1 × 0.65 = $0.65 (1 client over 200).
Total Cost: $145 + $0.65 = $145.65.
GST: 10% = $14.57
Final Monthly Cost: $145.65 + + GST
For more than 300 Active Home Loan Accounts, the pricing structure applies as follows:
Base cost: $210 (for 301+ tier).
Additional Home Loan Accounts: $0.55 per Home Loan Account over 300.
Example: For 350 Active Home Loan Accounts:
Base Cost: $210.
Additional Cost: 50 × 0.55 = $27.50.
Total Cost: $210 + $27.50 = $237.50.
Final Monthly Cost (incl. GST & Merchant Fee): $262.70.
Yes:
GST (10%) is applied to the total cost.
You can use the slider on our pricing page to calculate your monthly cost based on the number of Active Home Loan Accounts. The final cost displayed will include GST in addition to the total Active Home Loan Accounts. You can also view your current running monthly cost in your account once registered.
Pricing is calculated dynamically each month based on your total Active Home Loan Accounts. If your numbers increase or decrease, your pricing will automatically adjust accordingly.
Yes, the tiered pricing model offers lower per-client costs as your volume increases.
For example:
101-200 Active Home Loan Accounts: $0.70 per Home Loan Account (vs. $0.75 in the 0-100 range).
301+ Active Home Loan Accounts: $0.55 per Home Loan Account.
Absolutely! If your business manages more than 500 Active Home Loan Accounts monthly, contact us for a custom pricing quote tailored to your business needs. *You must first exceed 500+ Active Home Loan Accounts before you are eligible for a customised pricing plan.
Billing occurs monthly on the 15th of each month, based on the number of Active Home Loan Accounts for the previous month. You’ll receive a detailed invoice that outlines the total cost, GST, and merchant fee sent to your registered email address. You can also manage your billing in the billing dashboard inside your account.
Trail Book Management is a feature that allows you to manage and track your loan trails efficiently. It helps in organizing and monitoring the performance of your loan portfolio.
You can access Trail Book Management from your dashboard. Navigate to the 'Trail Book' section and you will find all the tools and options to manage your loan trails.
Currently, Trail Book Management is only accessible through the desktop dashboard. We are working on developing a mobile app to provide more flexibility in managing your loan trails.
The Trail Book dashboard provides an overview of all clients with active loan accounts with CDR consent. The table includes data such as Bank, Product, Account Name, BSB, Account Number, Rate (%), Balance ($), and Redraw ($).
The product information tab includes loan product name, redraw balance, total available balance, and various fees such as establishment fee, late payment fee, loan service fee, settlement fee, and more. It also includes product notes if applicable.
The security tab allows you to add new property by address to associate the loan to security (e.g., property).
The summary tab includes client personal information, product information, account balances, rates details (Interest Rate Type, Interest Rate, Remaining Loan Term, Contracted Loan Term), and repayment details (Repayment Amount, Repayment Frequency, Next Repayment Date, Original Loan Amount, Settlement Date, Repayment Type, Loan Purpose, Interest Only Expiry Date if applicable).
The personal information tab includes client full name, mobile phone number, email address, and current address.
The transaction history tab includes transaction description, debit, credit, and balance. This data is derived from the client's bank account via CDR consent, and balances are provided if the lender provides this data.
The notifications tab includes a notification table based on the individual client's products and account changes via the CDR consent data.