Your trail book is leaking. Here's the plug.
As we write more volume, we pay less attention to the back book, and clients feel it. I built MyLoanBook to stop that feeling and improve retention.
Book health
+3 since JulyAug trail
$6,214
Streak
6 weeks
Reviews due
7
$0
lost per broker per year to preventable runoff*
0%
less churn for brokers who reprice proactively
0 min
from LMG file upload to first insight
*MFAA 2024 data, average book of $47.9m, runoff reduced from 20% to 10%. Churn: Sherlok Report 2024.
Runoff calculator
What's it costing you?
Trail at 0.15% p.a. of book. Five-year figure compounds each year's lost loans.
Lost over five years
$166,372
Annual trail
$72,000
Lost this year
$14,400
Kept each year if runoff is halved
$7,200
One goal: clients stay on your book.
See where the trail is leaking
Lost and gained clients each month, trail that disappeared, and borrowers making large repayments before they refinance.
See clawbacks coming
Every loan inside its clawback window, time remaining, and which ones show refinance signals.
No review slips through
Reviews scheduled from settlement date, fixed expiry and IO conversion, with reminders that go out on time.
Reprice in minutes
Lender-specific fields, one-click copy, and a board that tracks each client from first contact to confirmed rate.
Retention
Repricing halves churn.
Industry data: about 30% churn for brokers who don't reprice, half that for those who do. Slide to place your book.
75 of 100 clients stay.
Sherlok Report 2024 · MFAA Value Report 2025
Quick analysis
Thirty seconds. No account.
Drop your LMG commission file and see your headline figures right here. Everything runs in your browser — the file is never uploaded or stored.
Drop your commission file here
LMG RCTI statement (.xlsx) — Loan Market, Nectar, PLAN, FAST or Choice.
Processed in your browser only. Never uploaded, never stored.
Runoff score
1 / 4How often do you go through your commission statement line by line?
Valuation estimate
$172,800
Based on the $48m book above. Every lost client is money off the table when you sell.
Milestones in the app
First upload
Commission file analysed
3-month streak
Statements uploaded 3 months running
10 clients repriced
Moved through the repricing board
Clean quarter
90 days with no missed review
Simple pricing.
FROM $29/MONTHThree plans, from $29 a month inc. GST. Free during beta — billing starts at public launch. One kept client should pay for years of it.
Trail Analysis
See what's leaking from your book
Free during beta
- Upload your LMG commission file
- Trail, run-off and lender dashboard
- Clawback risk window
- Quick valuation estimate
Pro
MOST POPULARAct on it before the client leaves
Free during beta
- Everything in Trail Analysis
- Review scheduling and reminders
- Repricing board and email templates
- Clawback alerts and full valuation
Complete
Everything, for your whole team
Free during beta
- Everything in Pro
- 3 broker seats + admin staff
- SMS and whitelabel comms
- Priority support and early access
Prices in AUD, per month, inc. GST. Cancel any time. Broker Sidekick members get early access to new features and Sidekick-only tools — details at launch.
FAQ
Questions brokers ask first.
What does MyLoanBook do?
It reads the commission statement your aggregator already sends you, every month, and turns it into a working list: clients lost and gained, loans still inside their clawback window, reviews due, and who to reprice this week. Then it tracks the follow-up so nothing sits in a spreadsheet.
Which aggregators are supported?
LMG today, which covers Loan Market, Nectar Mortgages, PLAN, FAST and Choice. Connective, AFG and Finsure are next, in order of waitlist demand. The aggregators page lists each one and how to join the waitlist.
Is my commission file uploaded when I try the quick analysis?
No. The quick analysis on this page reads the file in your browser and nothing leaves your device. Uploading to the app happens only when you request beta access and create an account.
How much does it cost?
Three plans: Trail Analysis at $29 a month, Pro at $89 and Complete at $149, all inc. GST, billed monthly with no lock-in. It is free during the beta, and billing starts at public launch.
Who is it for?
Australian mortgage brokers and small brokerages who want to keep the clients they already have. It is built in Australia by people who work in broking, for the back book rather than the pipeline.