A growing brokerage had strong trail income, but expansion costs and a complex ownership structure meant its bank would not extend further funding. TrailBlazer assessed the value across five trail books and structured a long-term facility against the combined trail value.
$1,371,275
Loan Amount
$22,172,44
Monthly Repayments
10 Years
Loan Term
$76,613
Monthly Trail @application
5 Trail Books
Assessed with different aggregators.
The brokerage had strong monthly trail income of $76,613 and had recently opened two new locations. The expansion absorbed working capital, while the business was owned through a family trust and the owner did not hold 100% of the entity.
The existing bank declined further funding because of a weak balance sheet and marginal profitability. The business needed additional capital to support its new locations without giving up ownership or stalling its growth plans.
Home and property lending was refinanced with a second-tier bank whose structure did not require business security. TrailBlazer then assessed five trail books held across multiple aggregators and provided a 10-year loan secured against the combined trail value.
WHY IT WORKED
TrailBlazer used the value of the trail books to create funding capacity where traditional banking could not.
The client was able to support the new locations, preserve ownership and continue building long-term business value.
Need funding capacity beyond what your bank can provide? Talk to TrailBlazer about the value in your trail income.
✅ Got $4K+ in monthly trail?
✅ Got 2 RCTIs on hand?
✅ Fast Funding
👉 GET FUNDS
