Pricing
Track it. Act on it. Scale it.
Trail Analysis keeps the essential income tracking simple. Pro adds the client-retention workflow. Complete is for a multi-broker business that needs team controls and its own brand.
FOUNDING PRICES · APPLICATIONS OPENTrail Analysis
FOUNDINGTrack the trail book and find income that stopped
Founding monthly price
$43.45 including GST
1 writing broker
- Manual aggregator commission statement upload
- Historical trail and month-to-month tracking
- Missing-run and lost-trail review
- Run-off, lender mix and trail projections
- Standard data export
Founder-led access
Pro
MOST POPULARTurn trail insights into client action
Founding monthly price
$97.90 including GST
1 writing broker + 1 support user
- Everything in Trail Analysis
- Client and loan management
- Review scheduling, tasks and reminders
- Repricing board, offers and outcomes
- Clawback alerts, valuation and branded PDFs
- Branded client portals — planned
Client portals release after live validation
Complete
FOUNDINGRun the back book across a branded brokerage
Founding monthly price
$163.90 including GST
3 writing brokers + 3 support users
- Everything in Pro
- Shared brokerage workspace and delegation
- Broker switching and role-based access
- Firm-wide reporting
- White-labelled PDFs and client portals — planned
- Priority onboarding and support
Assisted onboarding during team validation
Apply at nick@digitalbrokerlabs.dev. Prices are in AUD and exclude GST. Every plan is month-to-month with no lock-in; cancel anytime. Production billing is not yet enabled.
Who each plan is for
One broker stays simple. Multi-broker starts with Complete.
Trail Analysis
One writing broker, with trail tracking only. No support or additional broker seats.
Pro
One writing broker and one support user, with reviews, repricing and the planned client portal. Not a multi-broker workspace.
Complete
Three writing brokers and three support users, with team controls and planned white-labelling. Portal clients do not use staff seats.
Founding customers keep their base package price while continuously subscribed.
Prices will rise for new customers as MyLoanBook matures. Cancel and return later, and the current public price applies. Larger Complete teams can discuss a tailored package with us.
Return on investment
The maths is simple.
Set your book size and runoff, and see what halving your runoff protects — this year and over five. For comparison, twelve monthly Trail Analysis payments at the founding price total $474 + GST.
Kept each year if runoff is halved
$7,682
Lost this year at current runoff
$15,363
Kept over five years if runoff is halved
$76,532
$51.21m
default example book
0.15%
assumed annual trail rate
50%
modelled reduction in run-off
Illustrative model only. Outputs use the assumptions shown above and are not observed customer outcomes.
Why is MyLoanBook priced this way?
We built MyLoanBook inside a successful Australian mortgage brokerage because it was useful to our own brokers. Trail Analysis keeps the essential income-tracking job affordable. Pro adds the client-retention workflow, and Complete is priced for the additional team, administration and white-label requirements of a multi-broker business.
What changes between the plans?
Trail Analysis tracks trail, missing income, run-off and lender mix for one broker. Pro adds one support user, client and loan management, reviews, repricing, clawback alerts, valuation, branded PDFs and planned client portals. Complete is the only multi-broker plan and adds three broker seats, three support users, firm controls, white-labelled outputs and priority support.
How do seats work?
Trail Analysis is for one writing broker only. Pro is for one writing broker plus one non-writing support user. Complete is the multi-broker plan and includes three writing brokers plus three support users. Larger teams can discuss Complete pricing with us. Client portal users are guests and do not consume staff seats.
Are client portals and white-labelling available now?
Not yet. Branded client portals are planned for Pro and Complete; white-labelled PDFs and portals are planned for Complete. They remain clearly labelled until permissions, branding and client-data controls pass live validation.
Is GST included?
Prices are shown excluding GST. The planned monthly charges including GST are $43.45 for Trail Analysis, $97.90 for Pro and $163.90 for Complete.
Will the price increase?
Founding prices will rise for new customers as MyLoanBook matures. Your base package price is retained while you remain continuously subscribed. If you cancel and return later, the then-current public price applies.
Is there a contract?
No annual plan or fixed-term contract is planned. Paid access will be month-to-month with no lock-in, so you can cancel anytime. Self-service cancellation and the complete billing lifecycle must pass live testing before anyone is charged.
Is production billing active?
Not yet. Product access is currently founder-led and there is no active public checkout. Founding applicants will not be surprise-charged, and the site will be updated before paid self-service access opens.
What will the standard trial be?
The planned standard trial is 30 days of Pro with no credit card required, starting when the first statement imports successfully. Complete trials and onboarding will remain assisted initially.
Which aggregators do you support?
MyLoanBook supports multiple aggregator commission formats. If your upload uses a format we do not recognise yet, our dev team will add support within 24 hours of receiving the statement.
How do I apply for founding access?
Email nick@digitalbrokerlabs.dev. We are onboarding Australian brokers directly while production billing and multi-user flows are completed and tested.
Is my data secure?
Yes. Data is encrypted in transit and at rest (AES-256), stored in Sydney, and isolated per broker with row-level security in the database. Every account requires an authenticator app to log in, and no AI model ever reads your statements. The security page has the full detail.
Can I import historical data?
Yes, with assisted historical preload during the early cohorts. Manual statement upload remains the fallback while prospective commission-email ingestion is built and proven.