Know exactly what your trail book is worth
See exactly how much trail you're earning each month, which clients are paying down their loans, who's refinanced away, and where your biggest revenue opportunities are. Get alerts when a client's loan balance drops significantly (refinance risk) or when a fixed rate is about to expire (renewal opportunity). Export trail reports for your accountant.
Import your loan book or connect to your aggregator
Trail income is tracked monthly against each loan
Get alerts when balances drop (refinance risk) or fixed rates expire
Export trail reports for your accountant or business valuation
Apps that work great with Trail Book Tracker.
About OneBookPlus apps
OneBookPlus apps aren't external integrations stitched together with Zapier or n8n — they're native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means Trail Book Tracker reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. Trail Book Tracker appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data — uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules. New Zealand businesses are supported with NZ tax and timezone defaults using the same code paths.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Common questions about Trail Book Tracker and the OneBookPlus app marketplace.
Open your OneBookPlus dashboard, go to App Marketplace, and click Install on Trail Book Tracker. Setup takes under 2 minutes — no separate accounts or downloads needed.
About the author
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. Trail Book Tracker is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing — so installing apps adds capability without adding logins.
Start your 14-day free trial. No credit card required.
Last reviewed and updated: May 2026 by Bishal Shrestha
14-day free trial included
“Finally I can see exactly what my trail book is earning. The refinance alerts saved me 3 clients last quarter.”
Steve R.
Mortgage broker, Sydney
“My accountant loves the export. I love the forecasting. Pays for itself many times over.”
Karen L.
Finance broker, Melbourne
Never lose a client to a competitor again
$9/moTrail Book Tracker is $15/mo with a 14-day free trial. Cancel anytime, no lock-in contracts.
Yes. There are no lock-in contracts on any OneBookPlus app. Uninstall from your dashboard at any time and billing stops at the end of the current period.
Yes. OneBookPlus uses bank-grade 256-bit encryption, runs on Australian-hosted infrastructure, and we never sell or share your business data with third parties.
Every app in the marketplace is built into the same platform — so Trail Book Tracker reads and writes the same contacts, invoices, bookings, and accounting data as the rest of OneBookPlus. No separate logins, no manual sync, no double-entry.
Yes. OneBookPlus is Australian-owned, built in Melbourne, with GST, ABN validation, ATO-ready BAS reporting, and Australian bank integrations as the foundation — not an afterthought.
© 2026 OneBookPlus. Founded by Bishal Shrestha. Made in Melbourne.