Get finance against your trail income

One product with a simple goal - to unlock the potential of your trail income

Designed by brokers for brokers

Our product is designed to meet the needs of the broking industry, unlocking the significant value in trail books without the need to sell them.

Simple assessment and fast approvals

Making the process as straight forward as possible.

Can be used for any business purpose

You can borrow against your trail book to fund any legal business purpose, including your ATO debt.

No second mortgage required

We view your trail as a real asset, eliminating the need for a second mortgage.


How Trail Book Loans work We lend against your trail commission to enable you to unlock capital within your business. The product is designed for mortgage brokers to secure up-front income for any business purpose. Unlike others, we don't buy or sell trail books.

Trail book loans can help with finance for any business purpose


Business Finance


ATO Debt


Divorce or Separation


Business Expansion


Debt Reallocation

The process is easy

Use our loan enquiry form to request information on how much you can borrow against your trail book commission.

Fill out our application form which is based on straight forward assessment criteria and provide supporting documentation.
Once approved, we will provide you with execution documentation then the funds will be provided directly to you.

What you will need to ensure fast approval

  • Identification
  • Signed Aggregation Agreement
  • Last 12 months commission statements from your Aggregator
  • Last 2 years June commission statements from your Aggregator
  • Australian Tax Office portal details
  • Most recent company financials
  • Trust Deed information (if applicable)
  • Signed purchase agreement (if applicable)

Make an Enquiry

Fill out the form and one of our team will be in touch

Have any questions? Speak with one of our friendly team today.

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