What we solve

Leads from website, referrals and aggregators sit unresponded for hours or days
Trail commission payments are never reconciled — 5–10% is typically missing or incorrect
Settlement processes are manual, inconsistent and time-consuming
Referral partner relationships are completely unmanaged
No visibility on pipeline value, conversion rates or broker performance

Deal pipeline: Lead > Pre-Approval > Application > Assessment > Settlement > Trail
Automated lead capture with instant acknowledgement (under 60 seconds) and intelligent broker routing
Trail commission tracking with automated reconciliation against aggregator statements
Settlement workflow automation: client comms, referrer notifications, review requests, follow-up tasks
Executive dashboards: pipeline health, settlement forecast, trail book value, referrer performance
n8n integration with Xero for commission reconciliation and invoice management

Results

What this delivers.

$37,000

in missing trail commission found for a Sydney brokerage.

15+ hrs/wk

of manual work eliminated.

< 60 sec

lead response time, down from 24+ hours.

Recover what your trail book is owed.

We typically find 5–10% in missing or incorrect commission. Book a trail commission audit and we'll show you exactly where.