A running record of meaningful product changes to TrailScope. Bug fixes and minor copy tweaks are omitted.

July 2026

  • TrailScope is now free. Paid plans, the 14-day trial and the whole billing flow have been removed — every feature is available to every workspace with no credit card at sign-up.
  • Removed the subscription paywall from the workspace, including the database-level gate that could lock an organisation out.
  • Terms updated: liability is now capped at the greater of fees paid or AUD $100, with an explicit Australian Consumer Law carve-out.

June 2026

  • Loans page: whole-book loan table with broker, status and search filters, plus a flag for loans with no trail commission for 4+ months (likely discharged or refinanced).
  • Clients page: colour-coded retention risk score column and a broker filter shared with the dashboard.
  • Reports: fixed reports can now be scoped to a single broker; new Trail Forecast report projects trail income forward with run-off decay.

May 2026

  • SEO foundation: titles, meta descriptions, canonical, OG/Twitter, JSON-LD structured data across every marketing page; robots.txt + sitemap.xml shipped.
  • Astro static-site generation: every marketing page now pre-rendered to indexable HTML, with hydration only where pages need state.
  • Calculators: hub of 28 standalone, indexable URLs (stamp duty by state, borrowing power, loan repayment, offset, comparison rate and 23 more) replaces the previous single hash-routed page.
  • Aartan Group account allowlist: comp-account flag for full Professional access on selected internal emails.
  • Trial model: extended back to 14 days; auto-trial computed off organisation creation, no Stripe row required.
  • Stripe webhook: incomplete subscription status now correctly maps to the expired workspace overlay instead of paid.

April 2026

  • Marketing site redesign: Inter / JetBrains Mono type system, blue accent (#4f7cff), light surfaces, gradient logo.
  • Contact page replaces the previous self-serve demo booking flow.
  • Pricing: Professional repriced to A$35/mo (or A$28/mo billed yearly) per brokerage.
  • Sidebar trial-days-left pill added to every protected app page; turns rose at ≤3 days.
  • Onboarding wizard: 2-step setup that captures region, team size, book size, aggregator label and persona on first sign-in.

March 2026

  • Broker Calculators hub with all 28 financial calculators (hash-routed at the time; SEO-friendly per-URL pages followed in May).
  • Loan Repayment standalone calculator added.
  • Footer rebuilt: cleaner Company / Resources / Legal columns, no social icons, single contact link.

February 2026

  • Security page rewritten without compliance claims we don't hold; data-residency page added.
  • Trail Benchmark Report marketing page published.
  • Forgot-password flow + Privacy / Terms / Data residency / Status pages added.

January 2026

  • Two-site split: TrailScope (portfolio analytics) and LendScope (serviceability) became separate properties sharing the same Supabase project.
  • Multi-aggregator import pipeline matured: MyCRM, Salestrekker, Connective Mercury and AFG ingestion via CSV/XLSX with remembered column mappings per file shape.
  • AFG clawback schedule (54 lenders × 8 three-month bands) embedded for accurate per-lender risk scoring.

December 2025

  • Retention scoring engine: eight weighted factors per loan (settlement age, fixed-rate proximity, rate-vs-market gap, loan size, equity, engagement recency, repayment anomaly, tenure).
  • Automation rules engine: five default rules fire after each retention recompute, with database-level dedupe on the resulting tasks.
  • AI Insights with BYOK: bring your own Anthropic / OpenAI / Google key for unlimited use; platform fallback rate-limited per user.
  • PDF reporting: six fixed reports + DIY custom report builder, rendered via the browser's native print dialog.