TrailVault Bridge

Prepares each month's new loans for TrailVault from Infynity CRM and Nextgen ApplyOnline. Read-only; files stay on your computer.

TrailVault Bridge is for Australian mortgage brokers who use Finsure's Infynity CRM and Nextgen ApplyOnline, and who keep their trail book in TrailVault. Once a month, open Infynity and press Prepare month. The extension: - fetches that month's commission statement (RCTI) from Infynity - finds each new loan's client and application in Infynity - reads the loan details (purpose, product, term, repayment type, rate, securities) from Infynity and the matching Nextgen application - reads the loan details from the broker notes, valuations and lender offers in memory (no PDFs are saved unless you turn that on), and leaves out income, credit history, bank accounts and personal documents - saves everything as one month file in your Downloads\TrailVault folder, ready to upload to TrailVault Read-only by design. It never changes, saves or submits anything in Infynity or Nextgen, it opens Nextgen files in view mode, and it never chooses "Overwrite". Your data stays with you. The extension sends nothing to any server. It uses your own logged-in sessions, and files are saved only to your computer. You choose what to upload to TrailVault. It keeps going on its own: if your internet drops or you're logged out mid-run, it waits and carries on from where it stopped. TrailVault Bridge is an independent tool. It is not affiliated with or endorsed by Finsure, Infynity or Nextgen. You need your own Infynity and Nextgen ApplyOnline login to use it.