Keep the client.
Keep the trail.
Traily keeps your past clients hearing from you every month, so they come back to you, not their bank's retention team. We write it in your voice, you approve it, it sends under your brand.
Your trail at risk
Example figures, enter yoursBuilt for Australian brokers
Content written for the Australian market: fixed rate expiries, refinancing, first home buyers and the questions your clients actually ask.
Compliance built in
Every email is approved by a person, logged, and ready for your aggregator's sign-off. Spam Act basics are handled on every send.
Your brand, your voice
Emails go out from your own domain with your logo and your name. Your clients hear from you, never from Traily.
Settlement isn't the finish line
Most brokers go quiet after settlement. Then a fixed rate expires, the bank calls, and the client refinances without you. Traily keeps you in their inbox every month, so you're the first call, not the last to find out.
Set up once.
Runs every month.
You spend about ten minutes a month approving emails. Traily does everything else.
Connect your book
We set up your branded template and your client list on your own email platform.
We write it
Each month's emails are written in your voice and checked by a real person before you see them.
You approve
Review in your portal. Leave a comment and we'll revise it.
Sent and reported
Emails go out on schedule. Each month you get a report and a list of clients worth calling.
What your
clients get
Useful, short emails that sound like you. No jargon, no hard sell, just a reason to think of you first.
A report
you'll actually
read
On the first of every month you get a one-page report in your inbox and your portal. What went out, who engaged, and who's worth a call. No dashboards to dig through.
- Most clicked: “Is your offset pulling its weight?” with 24 clicks
- 11 fixed rates expiring in the next 90 days
- 3 replies and 2 rate review bookings to follow up
- Next month: rate update, plus 6 settlement anniversaries
Know who
to call
this month
Every month Traily flags the clients who clicked to book a rate review, replied to you, or have a fixed rate ending soon. Warm leads from your own book.
Brokers on Traily
Sample reviewsWe used to settle a loan and not speak to the client again for three years. Now they hear from us every month, and the replies land straight in my inbox. Two clients came back to refinance with us this quarter instead of going to their bank.
“It takes me about ten minutes a month to approve everything. The emails actually sound like me, which was my biggest worry going in.”
“The clients worth calling list is the bit I didn't know I needed. I ring those people first every month, and they're always glad I did.”
One price.
Everything in.
No setup fee. No lock-in. Cancel anytime.
- Your own branded email template
- Monthly newsletter, written in your voice
- Fixed rate expiry and settlement anniversary emails
- Birthday and annual review emails
- Your approval portal
- Monthly report and clients worth calling list
Who's behind Traily
I'm Matt. I've spent years building brands and marketing for small Australian businesses, and lately, email programs for mortgage brokers.
I kept seeing the same thing. Brokers work hard to win a client, settle the loan, then go quiet for years, until the bank or another broker gets in first. Every broker knows they should stay in touch. Almost none have the time.
So I built Traily to do it for you. Every program is set up by us and every email is checked before it reaches you. You get the polish of an agency without the agency price tag.
Matt, FounderQuestions
Will my clients know it's not me?
No. Every email goes out from your email address, with your name and branding, and nothing sends until you've approved it.
Who owns my client list?
You do. Emails send from your own email platform account, so your list and its history stay with you, even if you leave.
Will this work with my aggregator's compliance rules?
You approve every email before it sends, and we keep a record of who approved what and when. If your aggregator needs to sign off, there's a step for that too.
How much of my time does it take?
About ten minutes a month to review and approve. We handle the writing, design, scheduling and reporting.
Is there a lock-in contract?
No. It's $199 a month and you can cancel anytime.
I already send a newsletter. How is this different?
We take it off your plate and add the emails most brokers never get to: fixed rate expiries, anniversaries and annual reviews, plus a monthly list of who's worth calling.
What do I need to get started?
Your logo, your client list and access to your email platform. After checkout, a short form walks you through it.
Still have a question? Email [hello@traily.com.au]. We reply within one business day.
See it with
your brand
on it
Tell us a little about your business and we'll send you a free sample email, designed in your branding, within one business day.