See the report before you upload a thing.

This is the full Trail Book Report that Trail AI generates from a broker’s aggregator statements — built here from a representative demo book so you can see exactly what lands in your inbox.

• ✓Book overview KPIs — balance, annualised trail, run-off, arrears, clawback
• ✓Trail income trend across the trailing 12 months
• ✓Commission by lender with canonical-name dedup
• ✓A–E loan grading and an estimated sale-value range
• ✓Top refinance opportunities, AI-ranked by score
• ✓Missing-trail alerts at the named-client level

Representative data — the “Brightline Mortgage Group” demo book. No real client information.