What CommissionsIQ does

CommissionsIQ is commission tracking and reconciliation software for Australian mortgage brokers: it brings your upfront and trail payments into one place, reconciles them against what your aggregator statements say you were due, and flags what needs attention.

How it fits together

The product follows the shape of the job itself:

  1. Your data comes inYou upload the commission statements you already receive, as Excel or CSV. Formats are mapped once and saved.
  2. Every payment is reconciledEach payment is compared against what your aggregator statements say you were due — automatically, per loan.
  3. Findings are surfacedVariances, missing payments, missed stepped-trail increases and clawback exposure are flagged for review.
  4. You investigateThe flags give you the context — which loan, which lender, what changed, when. You decide what's worth chasing, and that follow-up is often a client conversation worth having anyway.

Explore the product

Commission tracking

Every upfront and trail payment in one view, reconciled against what your statements say you were due.

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Clawback risk

Each loan's position in its clawback window, risk alerts, and exposure across the whole book.

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Analytics

Settlement trends, commission income, lender mix and broker-level performance across your team.

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Data imports

Excel and CSV statement upload with saved per-format mapping, validation and loan matching.

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See it on your own book

14-day free trial. No credit card required.