Calculators
Four numbers every broker should know about their book.
What it is worth, what a clawback would cost, what trail actually lands, and what run-off is taking. All four run in your browser and nothing is sent anywhere.
Free calculator
Trail book valuation calculator
Estimate what your trail book is worth from book size, trail rate and run-off. Free, runs in your browser, no login.
Open calculator →Free calculator
Clawback calculator
Work out how much upfront commission a lender can claw back if a loan is refinanced or discharged, using the common Australian clawback schedules.
Open calculator →Free calculator
Trail commission calculator
Calculate monthly and annual trail commission on a loan or book after your aggregator split, with or without GST.
Open calculator →Free calculator
Trail run-off calculator
See how much trail income run-off costs you this year and over the next decade, and what halving it would keep on your book.
Open calculator →Frequently asked questions
Are the calculators free?
Yes. No login, no email, no limits. They exist because every broker should know these four numbers about their book.
Where do the figures I enter go?
Nowhere. Each calculator runs entirely in your browser and nothing is sent to a server.
How accurate are the results?
They are estimates built on the assumptions listed on each page. Use them for planning and for comparing scenarios; use your own commission schedule and agreements for anything binding. General information only, not credit advice.