Comparison
MyLoanBook vs Track My Trail
Track My Trail is an established trail-analysis tool that reads commission statements and shows brokers lost and gained trail, top clients and lender volumes. MyLoanBook covers the same analysis and adds the retention layer on top: clawback windows, review scheduling, a repricing board and client communications. If you want to see the numbers, both do it; if you want the software to tell you whom to call this week and track the outcome, that is where MyLoanBook is aimed.
| Capability | MyLoanBook | Track My Trail | Basis |
|---|---|---|---|
| Reads aggregator commission files | Yes | Yes | Both parse commission exports; Track My Trail lists multiple supported aggregators, MyLoanBook supports LMG with others on the roadmap. |
| Month-on-month lost and gained trail | Yes | Yes | Core feature of both products. |
| Lender concentration and top clients | Yes | Yes | Both report by lender and client. |
| Clawback window tracking with days remaining | Yes | Partial | MyLoanBook places every loan on a clawback timeline with alerts; Track My Trail's public material focuses on trail movement rather than clawback exposure. |
| Review scheduling from settlement and expiry dates | Yes | No | Not described in Track My Trail's public feature list at the time of review. |
| Repricing board (kanban) with outcomes | Yes | No | Not described in Track My Trail's public feature list at the time of review. |
| Email and SMS client communications | Yes | No | Not described in Track My Trail's public feature list at the time of review. |
| Book valuation | Yes | Partial | Track My Trail publishes a free calculator; MyLoanBook values the book from the uploaded file with adjustable multiples and history. |
| Free trial or free tier | Partial | Yes | MyLoanBook is free during beta and offers a free in-browser quick analysis; Track My Trail advertises a free plan. |
| Aggregators supported today | Partial | Yes | MyLoanBook: LMG. Track My Trail lists a broader set of aggregators. |
Choose MyLoanBook if
- You want the analysis to turn into a weekly call list, a repricing pipeline and client messages, not just a report.
- Clawback exposure is a real cost in your book and you want every loan's window tracked.
- You are an LMG-group broker, or you are happy to join the waitlist for your aggregator.
Choose Track My Trail if
- You only want trail analysis and already have a CRM that handles reviews and follow-ups.
- Your aggregator is not yet supported by MyLoanBook and you need something today.
- You want a free plan with no beta process.
Frequently asked questions
Can I use both?
Yes. Both read the same statement, and some brokers run two tools while they decide. The overlap is the trail analysis; the difference is what happens after it.
Is this comparison independent?
No, MyLoanBook wrote it. Every competitor claim is based on public material at the date shown and is linked in the sources; if something is out of date, tell us and we will correct it.
Related
Last reviewed 05/09/2026 · Verified against lender material 05/09/2026
Sources: Track My Trail website (accessed 05/09/2026), Track My Trail tools page (accessed 05/09/2026)