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...

Astute
Specialist Finance Group
Outsource Fiancial
Vow
My Local Broker
Purple Circle
Mortgage Australia Group
Rate Money
Resolve Finance
Shore Financial
Yellow Brick Road
Auctus Coaching

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.

Organise

The application process

These are the steps that you can take to manage your applications from end-to-end

1

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.

Collect customer data and documents
2

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.

Provide credit assistance
3

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.

Manage customers post settlement

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 Sale
    CEO of outsource Financial
    Tanya Sale
  • We know that Astute Financial can deliver a time saving of 2 hours processing a single transaction because of Salestrekker.

    Andrew Stone
    National Sales Manager Commercial & Equipment Finance of Astute Financial
    Andrew Stone
  • Salestrekker is a standout CRM platform for our industry. Our members know they have a system they can trust at their fingertips.

    Frank Paratore
    Director of Purple Circle
    Frank Paratore
  • The investment in Salestrekker and LoanQ paid for itself in one deal. My efficiency went through the roof - it was fantastic.

    Paul Jones
    Owner and CEO of Raise Finance
    Paul Jones
  • Salestrekker offers additional plugins as standard offerings for brokers; it's always shown momentum and leadership.

    Scott McTeare
    CEO of My Local Broker
    Scott McTeare

Connected with the most relevant integrations

Our current business include the following partnerships

  • ABN Lookup
  • Allianz
  • Annature
  • ApplyOnline
  • Australian Landlord Insurance
  • CashDeck
  • Compare Club
  • CoreLogic
  • Credit Fix Solutions
  • Dropbox
  • Equifax
  • Glass's

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.