Upcoming Training & Webinars
October – December 2026
Make the most of Salestrekker 2.0 with our complimentary training sessions and webinars.
Whether you're looking to discover new functionality, improve your everyday efficiency, master the Client Portal or build confidence managing more complex lending scenarios, our training sessions are designed to help you get more from Salestrekker 2.0.
All webinars are complimentary. Registration is required.
All session times are Australian Eastern Daylight Time (AEDT – Sydney/Melbourne time).
What's New - October Release
Monday 26 October 2026 | 12:00pm AEDT
Discover the latest features and enhancements coming to Salestrekker 2.0 in our October release.
What we'll cover:
- New Max Borrowing Plus Tool
- New search functionality for documents, notes and more
- Consumer Loan Reporting
- Additional improvements and enhancements
Register Now – Complimentary Webinar
Salestrekker 2.0: Tools You May Have Missed
Monday 2 November 2026 | 2:00pm AEDT
Are you making the most of the tools available in Salestrekker 2.0?
In this practical one-hour session, we'll explore useful features that can make a real difference to how you work every day.
What we'll cover:
- OCR of ID documents
- The renaming tool
- Max Borrowing within a deal
- Bulk requesting documents through the Client Portal
- Other practical tools and time-saving features
Register Now – Complimentary Webinar
Re-imagined Client Portal
Monday 9 November 2026 | 2:00pm AEDT
Over the past few months, we've re-imagined the Salestrekker Client Portal, introducing additional functionality, expanded customisation and enhancements to the client experience.
With more improvements now available, this is an important session for anyone using the Client Portal or looking to introduce it into their business.
What we'll cover:
- Signing the Credit Guide and Privacy Consent directly within the portal
- Expanded messaging and colour customisation
- Bulk adding documents to the Client Portal
- Optimising portal settings and the client experience
Whether you're already using the Client Portal or just getting started, this session will help you take advantage of its latest functionality.
Register Now – Complimentary Webinar
Introducing Qualifi
Monday 16 November 2026 | 2:00pm AEDT
Discover Qualifi and how it works with Salestrekker 2.0.
This introductory session will provide an overview of Qualifi, its key functionality and how it can support your business.
What we'll cover:
- Introduction to Qualifi
- Key functionality and features
- How Qualifi works with Salestrekker 2.0
- Practical applications for your business
Register Now – Complimentary Webinar
Complex Deal Playbook
Monday 23 November 2026 | 2:00pm AEDT
Not every lending scenario is straightforward!
Join us for a practical session exploring how to manage more complex deals in Salestrekker 2.0.
What we'll cover:
- SMSF lending scenarios
- Company and trust borrowers
- Construction loans
- Multiple securities
- Common pitfalls and practical tips
Learn how to navigate these scenarios more confidently and make better use of Salestrekker 2.0 when managing complex applications.
Register Now – Complimentary Webinar
Salestrekker 2.0: FAQs from Helpdesk
Monday 30 November 2026 | 2:00pm AEDT
Have questions about Salestrekker 2.0? You're probably not alone!
We're bringing together common questions received by our Helpdesk team and sharing practical answers, troubleshooting tips and useful guidance.
What we'll cover:
- Frequently asked questions
- Common user challenges
- Practical troubleshooting tips
- Helpful functionality and time-saving features
- Finding answers through the Salestrekker Knowledge Base
Register Now – Complimentary Webinar
What's New: December Release
Tuesday 8 December 2026 | 1:00pm AEDT
Our final webinar of 2026!
Join us as we wrap up the year with a look at the latest features and enhancements included in the December release of Salestrekker 2.0.
We'll share more information about what's coming closer to the session.
Registrations are already open, so save your place and join us for our final What's New webinar of the year!
Register Now – Complimentary Webinar
Keep Learning with Salestrekker
Learning doesn't stop when the webinar ends!
Whether you're looking for step-by-step instructions, a refresher on a particular feature or practical tips to help you work more efficiently, there are plenty of resources available to help you get the most from Salestrekker 2.0.
Explore our Knowledge Base
Our Knowledge Base is your first stop for answers, with helpful articles, step-by-step guides and practical information covering Salestrekker's features and functionality.
Explore Salestrekker TV
Missed a previous training session or want to revisit a topic? Explore our library of historical training videos, webinars and product demonstrations on Salestrekker TV.
Learn at your own pace, whenever it suits you.