Trail pricing
Trail pricing and what it adds up to
Quoted privately per adviser, plus $150+GST an hour for reports and $750 to $2,500+GST to migrate in.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The plans
What Trail charges
Trail has no price list. Instead you get a custom licence quote per adviser after a demo, on top of which sit hourly fees for bespoke reporting and a fixed fee to migrate your existing data in.
Adviser licence
Quoted privately
Priced on application after a demo, with the discount growing as the business's adviser count grows.
Bespoke reporting
$150+GST an hour
Charged when the built-in reports do not answer your question, invoiced up front with a queue of up to two weeks.
Data migration
$750 to $2,500+GST
A fixed fee per practice to bring your data in, taking two to four weeks to complete.
How the bill is built
A licence quoted per adviser
There is no set price. You describe your business on a demo call and get back a custom licence quote per adviser, with the discount growing as your seat count grows, so the bill still scales with headcount.
Reports billed by the hour
If the built-in reports do not answer your question, bespoke reporting is a paid service at $150+GST an hour, invoiced up front, with a queue of up to two weeks before you see it.
A fee to bring your data in
Getting your existing book into Trail is a migration project priced as a fixed fee per practice, from $750 to $2,500+GST, and takes two to four weeks to complete before your records are usable.
Your own client list gated
Exporting the client list needs organisation admin access. An ordinary adviser seat cannot pull its own book out of the system that is meant to be holding it for them.
A year of Trail
A yearly figure only Trail can give you
Trail publishes no yearly figure, so what you pay in a year is quoted privately. What drives it up is your adviser count, since the licence fee is per seat before any discount applies, plus any hours of bespoke reporting you need through the year and the one-off migration fee if you are still moving your book in.
Underneath the bill
What you are really paying for
Screens over your own records
The clients, loans and expiry dates are yours, but the licence fee buys the interface wrapped around them, not the data itself. A custom quote per adviser is really pricing that interface.
Your own book behind admin access
Exporting the client list needs organisation admin access, so an ordinary adviser seat cannot pull its own book out of the system holding it. Getting at your own list depends on someone else's permission level.
Answers to your own data, by the hour
When the built-in reports fall short, bespoke reporting is billed at $150+GST an hour, invoiced up front, with a queue of up to two weeks before you see the answer to your own question.
The owned alternative
Your records, built around how you work
Enterprise DNA builds your own version of Mortgage Broking for Claude Code around how your business runs, brings your Trail data across and runs it for you, for one setup fee and then a monthly retainer, with no per-adviser licence and no hourly meter on reports. If you would rather run it yourself, the free version is open source and yours to install today.
Mortgage Broking for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own Trail replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Trail. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Trail data across and run it for you.
Questions
Trail pricing, answered
How much will Trail actually cost my business? expand_more
Trail has no published price. You book a demo, describe your business, and receive a custom adviser licence quote, with the discount growing as your adviser count grows, so the figure differs for every practice and only Trail can tell you what yours will be.
What if the built-in reports don't cover what I need? expand_more
Bespoke reporting is a separate paid service, billed at $150+GST an hour and invoiced up front, with a queue of up to two weeks before the report is ready. Getting an answer out of your own data can mean paying by the hour for it.
What does it cost to bring my existing data into Trail? expand_more
Moving your book in is a migration project priced as a fixed fee per practice, from $750 to $2,500+GST depending on size and source system, and taking two to four weeks before your records are usable again.
Stop paying Trail every month
30 minutes with Sam. Bring your last Trail bill. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Trail?
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