Our Why

These days, every mortgage broker needs a great CRM to stay in the game and differentiate themselves from the competition. Recent statistics show that nearly 80 % of Australians turn to brokers to trust them with the largest financial purchase they will ever make but help them save time, navigate the red tape and provide expert advice.

You know the saying, ‘For things to stay the same, we need to change’? It’s true. Change is necessary for things to improve and the status quo to remain the same. And for brokers, that status quo may be accelerating volume-based deals, expanding from mortgages to asset financing or leaving the office at the same time every day for family reasons.

Whatever that reason is to help brokers streamline their operations, automate efficiencies and greater productivity – plus keep the customer at the centre of everything they do - we decided to re-engineer Salestrekker to Salestrekker 2.0 completely.

10 Powerful New Features

The outcome is the introduction of 10 new included features that catapult Salestrekker 2.0 far ahead of the competition. These features, we believe, are the baseline to operate in a world where digital transformation is able to make things change but stay the same. For example, the Australian Consumer Data Right aspect of Open Banking is gaining traction in the non-bank lending space. It gives Australians greater choice and control with access to secure automated data technology. That’s all part of Salestrekker 2.0 – now.

We’ve also introduced a fully customisable Client Portal, supercharged our automation across the platform, launched the most advanced API connection in the industry and are implementing ‘best-practice’ onboarding with our partners.

Standing out from the Competition

The end of the year is always a great time to present our vision for Salestrekker to our partner broker networks. We now know what Salestrekker 2.0 has grown to be based off the valuable feedback we gathered during our national roadshow. This meant we increased the number of features we would launch with Salestrekker 2.0 and slowing down our release. The software development team increased their development hours by more than 112% to well in advance of 80,000 hours to keep Salestrekker 2.0 at the cutting edge – even after we kept raising the benchmark ourselves.

But we know it’s worth it from the feedback we have so far.

Key new features you can now automatically expect from our Salestrekker 2.0 development:

1. Accurate Calculators for over 120 lenders!

2. Customisable Client Portal

3. Policy Search and Guidance

4. Expanded Conditional Workflow Automation

5. Brand New Commercial Tools

6. Deal Checklists

7. Custom Fields

8. Integrated Property Data & Reports

9. Custom Roles & Permissions

10. Mobile Apps – fully responsive, use on any device

Delivering on our Vision

Our vision is to continue to bring brokers and lenders together closer than ever. We believe Salestrekker 2.0 has unique capabilities to do that. Our 56-strong development team is constantly working on new enhancements and innovation continues in the areas of mobile use, commission integration and looking at how we can incorporate a cost-effective AI approach to elements of Salestrekker 2.0 and our relationship with brokers.

The one thing we remain committed to is that a new set of tools and feature sets – including a fully integrated CRM, commercial tools, calculators, customisable templates, dashboards and portals – is the baseline for a centralised platform. Brokers don’t want piecemeal options, and they don’t want to pay too much.