Discover Salestrekker 2.0’s most-loved new features in a quick 3-minute demo video series.

Let it transform your productivity and customer journey. Explore our latest video library with insights from Heather Gallagher, Head of Customer Success, and see why brokers are embracing these powerful tools in Salestrekker 2.0!

Why we love Scenarios:

https://www.loom.com/share/2b603817fe6f454d81afccd4931e8e59?sid=c5194d0c-0a59-4915-b6d7-dc1ec01a4fbc

Why we love Notes Templates:

https://www.loom.com/share/c0fdbc6f1fe24b6ea4a3dccdc5c74ca0?sid=f14e5d93-58a4-428e-bf8c-96b5079c423f

Why we love Checklists:

https://www.loom.com/share/6d1b7722a20e4413994921ddf1720b09?sid=13d7d869-16c1-4046-92cc-51e1f38b054e

Why we love NEW Quick Tools:

https://www.loom.com/share/616a6d13e475477193230db850d385d2?sid=2ba45f0d-70c2-4cac-b146-ffcfae6d96fe

Why we love Lender Policy Search Tool:

https://www.loom.com/share/95caa0df42ca404ea05add6700f81386?sid=06567614-e29e-4792-a811-3c6ebb84493e

Why we love the power of Labelling Documents:

https://www.loom.com/share/7bef92d0903f4034b5f08ee95e003354?sid=d5eee05f-46ad-4672-a7cf-085090909d8b

Why we love Tasks and Checklists

https://www.loom.com/share/073c9dc29cf7489bb8dbc5bae5314520?sid=5484c81d-0a50-4e6d-96a6-69d727a83fda

Why we love If/then Automations

https://www.loom.com/share/e4953aec3729474aad0fc0e9aeea3247?sid=f3abb113-40e8-49ee-8e4f-75a04c58db4b