Trail Book Tracker
What your settled book earns in trail each month, and which loans need looking at
Key takeaways
4- Monthly trail totalled across your settled deals
- Fixed rates expiring inside 120 days surfaced as renewals
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- Long-unreviewed loans flagged by age, not by a balance drop
- No lender feed, no live balances, no forecast
About this app
Your settled deals carry a trail rate and a monthly trail figure, and this adds them up so you can see what the book earns each month rather than guessing at it. Fixed rates expiring in the next 120 days surface as renewal opportunities. Loans settled more than three years ago with no expiry coming up surface as long-unreviewed, which is where a refinance usually starts. Export the lot to CSV for your accountant or your own valuation. One thing to be straight about: we do not see live loan balances. There is no lender feed and no aggregator connection, so a loan cannot be flagged because its balance dropped. The refinance flag is based on how long it has been since anyone looked at the loan, not on a balance movement, and there is no forecast of future trail.
How it works
- 1
Record your settled deals in OneBookPlus, or add them as you write them
- 2
Enter the trail rate and monthly trail against each loan
- 3
The book totals monthly, with fixed expiries inside 120 days called out
- 4
Loans settled over three years ago with nothing coming up are flagged as long-unreviewed
- 5
Export to CSV when your accountant or your aggregator asks
Who it's for
- Mortgage brokers who cannot say what their book earns this month
- Brokers who want the fixed-rate expiries in front of them, not in a spreadsheet
- Finance brokers needing a trail export for their accountant or aggregator
- Anyone valuing a book and needing the numbers in one place
Features included
- Monthly trail income totalled across settled deals
- Trail rate and monthly trail held per loan
- Fixed rates expiring in the next 120 days
- Loans not reviewed in three years, flagged by age
- CSV export for your accountant or a book valuation
14-day free trial included
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Related apps
Often installed alongside Trail Book Tracker.
About OneBookPlus apps
How Trail Book Tracker fits into the rest of OneBookPlus
Most OneBookPlus apps are not external integrations wired up between separate products. They are native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means Trail Book Tracker reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. Trail Book Tracker appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data. Uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Frequently asked questions
Common questions about Trail Book Tracker and the OneBookPlus app marketplace.
Does it watch loan balances and tell me when one drops?
No. There is no lender feed and no aggregator connection, so live balances are not visible to us. Nothing can be flagged on a balance movement.
Then what does the refinance flag mean?
It means the loan settled more than three years ago and has no fixed-rate expiry coming up, so nobody has had a reason to look at it. It is an age-based prompt, not a signal that the client is refinancing.
Can I import my loan book?
There is no bulk importer and no aggregator connector yet. Deals are recorded in OneBookPlus, so an existing book has to be entered.
Does it forecast future trail?
No. It totals the trail recorded against the loans you have entered. There is no run-off model and no projection.
Every app in the marketplace
These answers are the same whichever app you install.
- Can I cancel anytime?
- Yes. There are no lock-in contracts on any OneBookPlus app. Uninstall from your dashboard at any time and billing stops at the end of the current period.
- Is my data secure?
- Yes. Encrypted in transit (TLS) and at rest (AES-256), with each business's data isolated at the database layer, hosted in Australia in line with the Privacy Act 1988. We never sell or share your business data with third parties, and the full practices are documented on the OneBookPlus security page at onebookplus.com.au/security.
- Is OneBookPlus built for Australian businesses?
- Yes. OneBookPlus is Australian-owned, built in Melbourne, with GST, ABN validation and ATO-ready BAS reporting as the foundation, not an afterthought.
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Encrypted & Isolated
TLS in transit, AES-256 at rest, tenant isolation at the database layer, read the security page
Free Plan Available
No credit card needed
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. Trail Book Tracker is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing, so installing apps adds capability without adding logins.
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Reviewed by Bishal Shrestha
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