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ISCOVER
Salestrekker CRM 2.0 offers brokers more features, flexibility, and functionality. New automation and tools solve the diversification challenge from mortgage lending to asset and all new commercial financing in one platform.
It’s a challenging time to be a broker. With the highest interest rates in years, increased home loan lending complexity, growth in open banking adoption and data security challenges….this is the market you need to operate and succeed in. Ultimately, the secret lies in a simple solution – a better customer relationship management platform to anticipate and over-deliver on client lending needs. One that’s secure, easy to use, affordable and understands the lending market.
Changing the broking landscape forever
Since 2015 Salestrekker has become a much-loved locally-developed Customer Relationship Management (CRM) platform for mortgage brokers. We've worked hard to deliver the features mortgage brokers need to run their business – now and into the future.
Salestrekker 2.0 is designed to help you stay ahead of industry trends. It offers unprecedented workflow and marketing automation to help brokers transform business outcomes and diversify into new asset financing revenue streams.
Salestrekker 2.0 innovation provides more features, flexibility and functionality within a highly automated end-to-end solution than anything else on the market. Its fully refreshed features answer the challenge of diversifying from mortgages to new asset financing – helping any broker to streamline the end-to-end sales process, lock in clients faster and improve revenue. It’s also a win-win for aggregators who benefit from higher sales volumes.
One innovative CRM platform for all your business needs
In addition to home loans and asset finance, Salestrekker 2.0 now offers tools for originating personal and commercial finance, making it the only platform in the market that services a current mortgage and/or finance broker needs.
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.
Our new custom field feature means it’s easier than ever to run a diversified broker business from a single CRM platform.
How Salestrekker identifies new opportunities
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.
Write new loans from anywhere!
And the stand-out new capability? Salestrekker 2.0 is Australia's first truly mobile origination platform, letting brokers originate loans from any device, including smart phones 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 user management, CRM, search, reporting, audit and customisation options.
New personalisation options help clients set up their dashboards, views 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.
Dalibor Ivkovic, CEO
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