What exactly is my "Trail Book Data" in LoanCheckr?

Below are the specific data points supplied as a part of a customer consent:

• BSB
• Account Numer
• Customer Name
• Interest Rate Type (Variable or Fixed)
• Interest Rate
• Remaining Loan Term
• Contracted Loan Term
• Repayment Amount
• Repayment Frequency
• Next Repayment Date
• Original Loan Amount
• Settlement Date
• Repayment Type (P&I, Interest Only or Interest in Advance)
• Loan Purpose (Owner Occupied or Investment)
• Total Available Balance
• Redraw Balance
• Security Address*
• Fixed Expiry Date*
• Interest Only Expiry Date*
• Transaction Data
• Product Fees
• Mailing Address

*Data is not currently mandatory under CDR and requires broker manual input

(But we're working on this becoming mandatory data!)

This rich vein of data should help you run your business on a day-to-day basis and give you insights into where your client is on their journey.