top of page

Trail Book Data

Complete portfolio visibility in one secure dashboard.

Trail Book Data
Icons - LoanCheckr (5).png

Key Benefits

Card 1.png

No More Chasing Documents

Access loan balances, repayments, and rates in seconds — no paperwork required.

Card 1.png

Faster, Smarter Loan Reviews

Make accurate recommendations using real bank account loan data.

Card 1.png

Client-Approved Access

Only connect to accounts with verified, client-provided consent.

5 Stars.png

What some of our beta-tester users have been saying...

"By consolidating our trail book data in LoanCheckr, we've eliminated countless hours of administrative work and gained insights that were previously impossible to access."

Access your entire trail book in one secure dashboard, with real-time loan status and essential client data across all lenders.

Complete Portfolio Visibility

Access your entire trail book in one secure dashboard, with real-time loan status and essential client data across all lenders.

Safeguard Against Trail Runoff

Maintain comprehensive oversight of client loan statuses across your entire portfolio, preventing revenue loss from trail book run-off.

Maintain comprehensive oversight of client loan statuses across your entire portfolio, preventing revenue loss from trail book run-off.
Save up to 5-10 hours weekly by eliminating calls to banks and manual portal logins, allowing you to focus on growing your business instead of chasing information.

Reclaim Productive Hours

Save up to 5-10 hours weekly by eliminating calls to banks and manual portal logins, allowing you to focus on growing your business instead of chasing information.

Trail Book Data FAQ

bottom of page