Where to find it in Salestrekker

Salestrekker is a CRM-first platform with a strong commission tracking module. The trail report sits under Commissions → Commission Reports → Commission Details. Pull as CSV or XLSX; Salestrekker also offers Excel-template exports for specific aggregator groups (Loan Market, Aussie, etc.) — those carry the aggregator's commission schedule pre-applied.

If your brokerage runs multiple aggregator memberships, you'll have multiple commission feeds in Salestrekker. Make sure you export across all of them, or your totals undercount.

What's in the file

  • Loan / opportunity ID — the Salestrekker opportunity reference. Different from the lender's loan ID, which is in a separate column.
  • Lender loan number, lender, product — bank-side references.
  • Client name, primary contact — borrower details.
  • Settlement date, loan amount, loan term — fundamentals.
  • Outstanding balance — period-end balance, normally tied to the commission period.
  • Commission type, paid date, period — type, payment date, and the period the row covers.
  • Gross commission, GST, net — three-column commission split. Salestrekker is explicit here, matching MyCRM's approach.
  • Writer, status, milestone — opportunity owner, current status (Settled, Discharged, Refinanced, etc.) and any active milestone (e.g. fixed-rate expiry approaching).

Reading it for portfolio decisions

  1. Status-based segmentation — Salestrekker tracks loan status more granularly than most aggregators. You can quickly isolate Settled / Active from Discharged and Refinanced for refinance-velocity analysis.
  2. Opportunity vs commission view — pair Salestrekker's opportunity CRM data (notes, last contact, next review) with the commission feed to build the picture of "who's earning revenue and who's been ignored".
  3. Cross-aggregator concentration — if you write through multiple aggregators, Salestrekker is often the single place all of them appear together. Use it to compute brokerage-wide lender concentration even when one lender appears under multiple aggregator banners.

Common gotchas

  • Aggregator-template exports — Salestrekker's Loan Market / Aussie template export has different column headers than the generic export. TrailScope's importer recognises both, but a hand-built spreadsheet needs to know which shape it has.
  • Outstanding balance lag — like Connective, the balance is snapshotted at period-end which may differ slightly from real-time.
  • Status field changes — when a loan moves Settled → Discharged → Refinanced, only the latest status is on the row. Historical state needs your CRM activity log, not the commission report.
  • Trail-only legacy loans — loans inherited from a transfer don't have a Salestrekker opportunity record; they appear in the commission feed but not in CRM. Treat them carefully when joining datasets.

Working with this in TrailScope

Salestrekker's column shape is auto-detected. Because Salestrekker carries loan status, TrailScope can immediately classify Active vs Discharged vs Refinanced for the dashboard's headline KPIs without you tagging anything manually. See all features →

FAQ

Can I export Salestrekker data programmatically?

Salestrekker has an API but most brokerages still rely on the report exports. CSV/XLSX is the supported path for TrailScope ingestion.

What aggregator schedules does Salestrekker support natively?

Most large Australian aggregators (Loan Market, Aussie, Connective, AFG, MyCRM). The exact list depends on your Salestrekker subscription tier.

Does the status field reflect the lender's current state?

Status is updated when Salestrekker receives a discharge/refinance signal — usually via the aggregator feed. There may be a few days' lag versus the actual lender state.

How do I handle loans inherited from another brokerage?

Settled loans without a matching CRM opportunity will appear in the commission feed alone. Manually create CRM opportunities or treat them as a 'legacy book' segment.

Is the commission amount the broker's share or the gross?

Salestrekker shows gross commission, GST, and net (after GST). The broker's share after any commission-split is calculated elsewhere — check your brokerage's commission policy.