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ISCOVER
It is a challenging time to be a broker. A time of high interaction with clients; when people want to communicate quickly, digitally, and with a beneficial outcome every time
Salestrekker recognises this and is unveiling Salestrekker 2.0 to help you stay ahead of industry trends. Salestrekker 2.0 offers unprecedented workflow and marketing automation to help brokers transform business outcomes and diversify into new asset financing revenue streams.
Changing the lending landscape forever
Salestrekker 2.0 innovation provides more features, flexibility, and functionality within a highly automated end-to-end solution than anything else on the market.
It answers the challenge of diversification from mortgages to new asset financing — helping any broker streamline the end-to-end sales process, lock in clients faster, and improve revenue. It’s also a win-win for aggregators that benefit from higher sales volumes.
In addition to home loans and asset finance, Salestrekker 2.0 will add tools for originating personal and commercial finance, making it the only platform in the market that services all the needs of a current mortgage and/or finance broker.
It does this with a modern yet familiar interface and the most powerful automation engine on the market. Brokers can streamline their processes and increase their growth capacity.
Automation now takes care of workflows for task management, customer and team engagement, and document production through signing and completing several digital checks already in the Salestrekker platform.
Write new loans from anywhere!
In addition to the new automation engine, Salestrekker is adding a powerful decision service to help brokers write loans and identify new opportunities from their existing client book and leads.
Salestrekker 2.0 comes with class-leading, bank-grade data security plus a new user management system that allows business owners to secure access to relevant platform sections for their employees, contractors, and referral partners. And the standout new capability? Salestrekker 2.0 is Australia’s first truly mobile origination platform, letting brokers originate loans from any device, including mobile and tablets.
It is also an enterprise-grade solution. Salestrekker 2.0 can be tailored to give aggregators and subgroups a unique management portal with powerful search, reporting, audit, and customisation options. New personalisation options help clients set up their dashboard and manage notifications, giving them a highly personalised and better user experience.
Automating the client relationship outcome
Salestrekker 2.0 moves beyond a CRM platform that produces compliance documents, recommendations, and lodgements. It now automates the client relationship beyond mortgages to highly lucrative personal and asset finance arrangements, delivering more competitive choices for everyday Australians and industry participants.
You can register for the new Salestrekker 2.0 demonstration via
Dalibor Ivkovic
CEO
Salestrekker
JOIN THE DISCUSSION