Mortgage brokers are buying and selling trail books to release capital or accelerate growth. Simon Lewis (Sales & Growth Strategist, TrailBlazer Finance) breaks down valuation drivers, risks and how to fund acquisitions.
“I have been part of the finance broking industry for 18 years and one of the consistent themes has been a lack of transparency when it comes to broker trail commissions (trail books).
Discovering real trail book sales multiples, run off rates, clawbacks, average loan sizes and other key data has always been impossible and this may have been deliberate… But now that changes.
We have just released our first edition of the Finance Brokers Intelligence Report giving you real trail book data sourced from three years’ worth of valuations and buy/sell activity.
This is a big moment for TrailBlazer and for the industry more broadly!” Jeff Zulman, Managing Director at TrailBlazer Finance.
In the episode, Simon explains why two books with identical headline trail can command very different prices. Buyers look beneath the surface at quality indicators and risk.
Client engagement and post-acquisition onboarding are critical to protecting cash flows. The team shares playbooks for early outreach and retention.
Most mainstream lenders won’t fund intangibles. TrailBlazer Finance specialises in lending against trail books, unlocking capital for growth.
👉 “Want to know what your trail book is worth? Use our free Trail Book Valuation Calculator or speak to our team today.”
With Tailored Financial Solutions. Finance Simplified & Solved.
Why growth capital matters and the options available.
Take the stress out of selling or buying your trail book.
The hidden cost of selling recurring income.
Instantly discover the value of your trail book with our free calculator.
Your free guide to successful acquisitions.
Get real sale multiples, run-off rates and valuation trends inside the Finance Broking Intelligence Report.
