AI extraction
Upload any aggregator file. We do the rest.
Deterministic-first parsers for the major aggregators with AI fallback for everything else. Loans + commission history land in minutes — not the Excel afternoon legacy trail tools ask for.
The AI-first alternative to legacy trail tools
Your trail book, understood in minutes.
Drop your aggregator statement in. Trail AI surfaces book balance, lender concentration, missing-trail commissions, refinance candidates with AI reasoning, and a sale-value PDF — without the spreadsheet afternoon.
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Latest period — May 2026+12 candidates
Anderson Family Trust
Account R001 · CBA · 48 months settled
Score
100
Annual trail
$900
Trend
slowing
Anderson Family settled with CBA 4.0 years ago, balance $600,000. LVR sits at 65%. Repayments have slowed over the last 6 months. High refinance probability.
Trail AI · Refinance opportunitiesSydney, AU
Your dashboard
See your whole trail book at a glance.
Trail income trend, lender concentration, and A–E book quality — the moment your statement lands. No spreadsheet afternoon.
Dashboard — May 2026Representative trail book
Book balance
$55.8M
Trail · 12 mo
$119,604
At stake · refi
$27,539
Missing trail
4
Trail income · monthly (GST incl.)
Commission by lender
$22,051GST incl.
- CBA$5,11223%
- ING$4,49920%
- Macquarie$4,27819%
- AMP$3,89518%
- Bendigo Bank$3,08614%
- Other$1,1815%
Loan grade distribution
114loans
- A — prime2925%
- B — strong3127%
- C — standard2825%
- D — watch1211%
- E — at risk1412%
Download the sample report (PDF) →
See exactly what Trail AI produces from a real book — no account needed.
What you get
The fast, smart, AI-first alternative to legacy trail tools.
Built on the same trail data you already get from your aggregator. No new feeds, no new integrations — just better answers.
Sale-value PDFs
Trail-book valuation in one click.
Run-off rate, lender concentration, arrears, clawback, and A–E loan grading roll into a sale-value PDF you can hand to a buyer or aggregator the same day.
Refinance scoring
Catch the leavers before they leave.
AI-scored refinance opportunities with one-paragraph reasoning per client. Dismiss what you have already handled; the cron job rescores overnight.
Agent-first
Talk to your trail book in Claude.
Trail AI is agent-first. Every number on your dashboard is also available to your AI assistant through a secure, read-only connector (MCP) — so you can just ask, in Claude web, desktop, Code, or any MCP-compatible client.
ClaudeTrail AI connector
What's my trail this month, and who's most likely to refinance?
get_trail_summarylist_refinance_opportunities
Your trail for May 2026 is $10,123 (GST incl.) — up 1.4% on April, across $55.8M in balance.
Top refinance candidate: Anderson Family Trust (score 100) — $600k with CBA, repayments slowing. 12 candidates in all, $27,539 of annual trail at stake.
Read-only accessSydney, AU
Ask in plain English
- What's my trail commission this month?
- Which clients are most likely to refinance — and why?
- Scan my book for clawback and missing-trail risk.
- What's my book worth right now?
- Who are my top lenders, and how's my trail trending?
Connect in one click
- 1Add the connectorIn Claude, add a custom connector and paste your Trail AI URL.
- 2Sign inLog in with your existing Trail AI account — no tokens to copy.
- 3Approve onceApprove the read-only connection. Then just ask.
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Read-only — it can never change your data · one-click sign-in · Sydney-hosted · revoke anytime
Lender coverage
Every aggregator. Every major lender.
Trail AI parses 42+ Australian lenders inside the monthly files from AFG, LMG, Connective, Finsure, Choice, Vow, FAST, Outsource, Astute, and Purple Circle. Drop the file in — every loan is recognised.
CBA
ANZ
NAB
Westpac
Macquarie
ING
Bankwest
Suncorp
Bank of Queensland
St.George
BankSA
ME Bank
Adelaide Bank
Bendigo Bank
Heritage Bank
Newcastle Permanent
P&N Bank
Beyond Bank
Greater Bank
Teachers Mutual
IMB Bank
Auswide Bank
Pepper Money
Liberty Financial
La Trobe Financial
Resimac
Firstmac
Bluestone
Brighten
MA Money
Plenti
Better Mortgage Management
Shift
Judo Bank
Heartland
RedZed
Allstate
Arthur Mac
Scottish Pacific
Granite Home Loans
WLTH
WDF
Don't see your lender? It still works — our AI fallback handles new and unseen formats automatically.
vs legacy trail tools
Same trail data.
Sharper answers.
Legacy trail tools built the category. Trail AIadds the AI layer their hand-coded pipelines can't catch up to.
Full head-to-head- AI document extraction for any aggregatorvs. Hand-coded parsers, slow to add new formats
- Missing-trail detection (silently dropped commissions)vs. Generic discharge counts
- AI refinance scoring with per-client reasoningvs. Flat heuristic lists
- Ask your book anything from Claude — agent-first MCP connectorvs. No AI-assistant access
- Sale-value PDF in one clickvs. Manual export → spreadsheet
- Sydney-hosted, AU data residencyvs. No stated data residency
Plans
Built for solo brokers, scales to small brokerages.
Three tiers, all monthly or annual. Annual = 1 month free. AUD, plus GST.
Get started
Upload a statement. See your book in 5 minutes.
No credit card. We will not email you again unless your trial is about to end or you ask us to.
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