Analytics that show how your book is actually performing
CommissionsIQ shows how your loan book is performing — settlement trends, commission income, lender mix and broker-level performance across your team — from the commission data you already have.
Knowing what settled isn't knowing how you're doing
Most brokers can say what settled last month. Fewer can say which lenders are actually worth the effort once trail behaviour and clawback experience are counted — or, in a team, which broker is genuinely most productive versus simply busiest.
The data to answer those questions already exists in your commission statements. It's just spread across too many documents to see as a picture.
Welcome to CommissionsIQ
Track every commission with precision. Never miss a dollar.
Portfolio Overview
Real-time insights and key performance indicators
Settlement Trends
12 months settlement loan value
How it helps
Portfolio at a glance
Loan value, volume, retention and clients gained — with settlement trends over twelve months, updated as your data comes in.
Commission income over time
Upfront and trail broken out month by month, with AI-powered annualised projections of where the year is heading.
Lender breakdown
Where your volume and commission actually sit, by lender — the evidence for deciding which relationships earn their keep.
Team performance and variances
Broker-level performance across the team in a management view, plus a variance tab showing where payments differed from what your statements said you were due.
Why this beats a quarterly spreadsheet exercise
Book-level questions need every statement, every lender and every month in one model — and they need it maintained. The quarterly spreadsheet answers last quarter's question, once, and starts going stale the day it's finished.
Related reading
Common questions
What can I actually see?
Does it work for a team?
Which part is AI?
Can I compare lenders?
Can I export the data?
See it on your own book
14-day free trial. No credit card required.