At Premium Broker, scale is more than a future goal - it’s already the reality. With a loan book exceeding $1 billion, a growing network of brokers and five offshore support staff, Partner and Broker James Aitchison knows that solving inefficiency is the secret to success.

For the entire team at Premium Broker, this is exactly why the move to Salestrekker 2.0 mattered.

Having been involved in the pilot program for over 18 months, James and the Premium Broker team both helped shape how it works and adopted a new platform they deeply understood. That early exposure meant when it came time to transition, there were no surprises.

“We had already been working inside Salestrekker 2.0 through the pilot, so when it came time to move across, it was pretty straightforward. For a business our size, it was a lot smoother than you would expect.”

Despite operating a complex structure with multiple businesses under one group, the transition was handled quickly, with only minor issues that were resolved almost immediately by the support team. That responsiveness made a tangible difference during rollout.

James also acknowledges the real impact after the switch is impressive.

“It is easily 30% faster using Salestrekker 2.0 and this is more than a technical upgrade. Improving daily operations means a team of more than a dozen brokers and support staff, are seeing time savings compound quickly. Greater automation is freeing up hours every day.

“The speed and ease of use of Salestrekker 2.0 is what stands out. Once you get your head around it, everything flows a lot better. It is quicker, cleaner and just easier to work in every day.”

Salestrekker 2.0’s workflow improvements, automations and task management have also transformed how Premium Broker uses its support team. With five offshore staff managing administration and processing, visibility and task allocation are critical.

Previously, work was often tied to individual brokers, creating potential bottlenecks and limiting flexibility. Now, tasks can be clearly assigned, shared and tracked across the entire team.

The result is a more coordinated operation where support staff can proactively manage deals and this shift alone reduces delays, cuts down internal communication and keeps deals moving.

Training and onboarding with the Salestrekker team also played a key role. With a mix of structured sessions, workshops and hands-on use, the team was able to get up to speed quickly. Different learning styles were catered for, allowing brokers to either dive straight in or follow more guided training pathways.

Importantly, the Salestrekker Customer Success and Support team remained closely involved throughout, responding quickly to feedback and resolving issues as they arose. For a business operating at scale, that level of support is essential.

Beyond day-to-day efficiency, Salestrekker 2.0 is now an integral part of Premium Broker’s growth strategy. With the ability to standardise workflows across 13 brokers while still tailoring processes to suit the business model, the platform provides both structure and flexibility.

For James, the outcome is simple. A faster system, a more productive team and a business that is better positioned to keep growing without adding unnecessary complexity.