The Loans Suite award-winning broking team takes control of greater productivity with Salestrekker

 About

Multi-award-winning mortgage and finance broker Karlie Scharfenberg launched The Loans Suite in 2016 to deliver the type of mortgage, commercial and asset finance lending services she knew clients wanted – and, most importantly, deserved. An early implementer of Salestrekker via aggregator partner SFG means The Loans Suite has been able to operate with a unique ‘line of sight’ over its operations since day one. Salestrekker has helped it navigate the vast array of industry regulatory and legislative changes introduced to the industry since 2018 and support the reputation it enjoys today.

“Salestrekker is a centralised dashboard and screen that tracks workflows for everyone in the team. With one platform, information is not lost, and it's easy to follow. The marketing and communications capabilities within Salestrekker are probably the best mortgage software I have used at The Loans Suite," said Karlie Scharfenberg, Director and Senior Finance Broker at The Loans Suite.

Delivering on high expectations

Maintaining consistently high levels of productivity is always a challenge. Karlie recently reviewed how the long-term use of Salestrekker could be further enhanced to deliver on her high expectations for her national and international client base. With Christian Paterson of Auctus Coaching, plans were made for Salestrekker to adopt a more vital role for greater efficiency and productivity gains. New recommendations would also intuitively deliver greater automated processes for its clients and staff.

The power of Salestrekker means that as staff unlock its powerful features via new processes and training, it can be leveraged to help the team work more effectively.

Armed with a list of recommendations, tips and tricks following a review with Auctus Coaching – Karlie and the team are setting themselves up for a highly focused future.

For Karlie, the approach started with the team structure. Seamless transitions and handoffs are critical and creating templates, accelerated workflows and benchmarks that effectively ‘locked down’ The Loans Suite service guarantee would better allocate activities to the right team member. Higher value-added activities were assigned to Karlie. At the same time, refined workflows ensured administration support team members maximised their administration duties.

“The driver for this is sustainable growth for The Loans Suite. With a greater understanding and use of Salestrekker, we can deliver additional benefits and efficiencies while still delighting the customer," said Karlie.

Planning for future outcomes

For The Loans Suite team, a greater use of Salestrekker has produced an immediate baseline 20% improvement in time savings and efficiencies. Transparently allocating tasks in Salestrekker and setting up the dashboard for accountable workflows will give Karlie the confidence that others in the business can take care of the administration without so much of her hands-on involvement – freeing up more time for her to strategise the future.

"A major challenge in this industry is when you are busy, it's hectic. We’ve made a concerted effort to review our main platform, Salestrekker, and ensure we are using it to its full capability," Karlie said.

Working with Auctus Coaching provided a shortcut to better understanding Salestrekker’s true capabilities. It helped them map out what teams can really achieve.

“We would really encourage any of our industry colleagues to invest the time in Salestrekker's rich features and capabilities, as they can impact client outcomes and the energy levels it takes to be successful," she continued.

Transforming compliance

A key benefit of better utilising Salestrekker is establishing compliance 'on the go' for everyone on the team. Now, with new processes and workflows in place, compliance is part of the self-service aspect of Salestrekker.

"We now have a more sequenced documentation loading throughout an application process. We've also pinned compliance as a workflow to the top of everyone's screens in Salestrekker. This means it's always top of mind and up to date ahead of any auditing requirement," Karlie outlined.

Setting new goals

As The Loans Suite team plans for its future, it’s also setting new goals. Streamlining its residential lending portfolio under Karlie expanding from residential mortgages into a more focused asset and commercial finance future – better utilising decades of experience in the banking sector.

"We know that if we better utilise Salestrekker for CRM and marketing, we can incorporate higher levels of automation into our day and free up our time for value-added revenue streams."

"With new accelerated workflows and automated processes, our goal is to meet a 200% growth target for the year ahead," Karlie concluded.

Results

·       ** Immediate 20% efficiency and productivity uplift**

·        Continued transformation of compliance and auditing documentation

·        A centralised platform capable of supporting a 200% acceleration of revenue