TRAAIL

The AI-integrated CRM built for mortgage advisors

Altitude Score ranks every enquiry so you know what deserves your time. Caairn handles admin and drafts replies in your voice. You focus on applications that will complete.

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What TRAAIL is

Three things that change how you work

Time back in your day

Caairn drafts personalised replies to every enquiry in your voice, tracks everything autonomously, and syncs with your calendar. No template feel. You review, edit, send - or let it go. Admin stops stealing your afternoon.

Altitude Score on every lead

Each enquiry lands with a 0-100 score: legitimate borrower, right loan type, ready to move. No more guessing. You see which applications are worth your next call.

Carbon negative by design

Every AI call TRAAIL makes is measured and over-offset. Your business runs lighter. We measure it, publish it, and offset it for you.

Meet Caairn

Caairn /keən/

A cairn is a stack of stones that marks the path on a mountain. Walkers leave them for the people coming behind. Caairn does the same job inside your workspace.

Think of Caairn as your most valuable employee. It watches your inbox, drafts replies in your voice, scores incoming leads, and quietly handles the parts of the day that do not need you. What is left is the work that actually matters.

You

New enquiry just came in from someone asking about remortgaging. They haven't filled in much detail though.

I've scored this lead 34 - legitimate borrower, but momentum is low (thin details). I've drafted a reply asking for property value, current rate, and timeline. It's in your voice, casual but professional. Ready to send?

You

Good. Send it. I've got three Altitude Score 78+ leads I need to call back this morning.

Done. I've pinned those three to the top of your inbox and set a reminder for 09:30. All three are first-time buyers with completion dates locked in. High momentum.

How TRAAIL actually works

Altitude Score

Every mortgage enquiry lands with a 0-100 score: is this borrower real, is the loan type a fit, are they ready to move? You see it instantly. No more qualifying guesswork.

87/100↑6

Legitimacyi92

Fiti88

Momentumi78

Confidencei74

Weighted subtotal85

TRAAIL AI adjustment+2

Final score87

Strong recent engagement. Opened the quote four times this week, replied within two hours, and the company checks out locally.

Key impacts

Caairn

Lead with the August availability question she asked last Tuesday. The interest is there, close the loop.

Smart notifications

Set your own thresholds. Get pinged only for leads that matter - high Altitude Score, specific loan types, completion windows. Silence the noise.

Friday's going to be 19° and clear, by far the best day in weeks.

Here are three ways you can automate parts of your workflow to free up time.

Let me know if you'd like to action any of these, and I can suggest a nearby hike you could do.

Auto-qualify

Low-altitude enquiries

Send the qualifying questions Caairn drafted for incomplete briefs.

Frees ~45 min weekly

Batch send

12 follow-ups in your voice

Send the drafted nudges to leads in Quoted, all matching your rules.

Frees ~30 min weekly

Tidy inbox

Archive scams and vendor lists

14 items flagged below altitude 20, sender muted if silent.

Frees ~20 min weekly

Centralised inbox

Phone enquiries, website forms, email referrals, broker handoffs - all land in one pipeline. Nothing lost between channels. One view of every lead.

Inbox6 unread, today

@anna.whittakerDM

Saw your post about the new studio space, loved it.