Let your CRM do the work
Automate your finance pipeline and keep in touch with your clients and referral partners.
Our current business include the following partners...
The most complete CRM for finance and mortgage brokers
A complete digital CRM solution with home loan, asset finance and commercial lending tools
Organise your leads pipeline, ongoing framework and projects using visual workflow and project boards.
The application process
These are the steps that you can take to manage your applications from end-to-end
Collect customer data and documents
Use integrated Video Conferencing, Client and Partner Portal and WebloanQ plugins to collect data and documents and update customers and referral partners.
Provide credit assistance
Use in-built finance calculators and tools to provide customers with product comparison, recommendation and compliance documents, before lodging an application to the lender of choice.
Manage customers post settlement
Use marketing and automation tools to keep in touch with the customers post settlement of their loan. Use customers informaton for seamless further advice.
Use integrated Video Conferencing, Client and Partner Portal and WebloanQ plugins to collect data and documents and update customers and referral partners.
Use in-built finance calculators and tools to provide customers with product comparison, recommendation and compliance documents, before lodging an application to the lender of choice.
Use marketing and automation tools to keep in touch with the customers post settlement of their loan. Use customers informaton for seamless further advice.
Key features making your work easier
Here are some of the features that will make your work flow smoothly with the system
Customisable Workflows
Create your own workflows and supercharge with automations
Extensive Broker tools
Home loan, asset finance and commercial loan tools, products and calculators
Conditional Automation
Reduce workload by conditionally automating everything in your process
Salestrekker Premium
Expand your standard Salestrekker with some super tools
Client Portal Access
Give your clients access to their deals.
Full CRM Functionality
Lead generation, end-to-end lodgement processes and sales tools all in one place
Loved by the businesses
This is what some of our amazing users have to say about us
We believe partnering with the Salestrekker team will help support the changing needs of the broking industry. Salestrekker is always evolving.
Tanya SaleCEO of outsource Financial
We know that Astute Financial can deliver a time saving of 2 hours processing a single transaction because of Salestrekker.
Andrew StoneNational Sales Manager Commercial & Equipment Finance of Astute Financial
Salestrekker is a standout CRM platform for our industry. Our members know they have a system they can trust at their fingertips.
Frank ParatoreDirector of Purple Circle
The investment in Salestrekker and LoanQ paid for itself in one deal. My efficiency went through the roof - it was fantastic.
Paul JonesOwner and CEO of Raise Finance
Salestrekker offers additional plugins as standard offerings for brokers; it's always shown momentum and leadership.
Scott McTeareCEO of My Local Broker
Connected with the most relevant integrations
Our current business include the following partnerships
Get started today
It’s time to take control of your books. Buy our software so you can feel like you’re doing something productive.