Ahead of its onboarding of Salestrekker 2.0 to its Australia-wide broker network, multi-award-winning Purple Circle Financial Services believes the accuracy and innovation behind the new platform is the secret to locking in business in the future – for Purple Circle and its brokers. For Frank Paratore, Director at Purple Circle, it’s all about not just relying on your main software but on a ‘mind-blowing’ tool that provides almost 100% accuracy for its end users.

“Salestrekker 2.0 has delivered over 120 lenders with a calculator capability and accuracy rate of 99.95%. This is simply unheard of until now. As a broker, you know you can rely on software like Salestrekker 2.0 day in and day out with that standard,” he outlined.

The interesting aspect of Salestrekker 2.0 for Frank and the team has been watching the careful delivery of its ground-breaking capabilities.

“Salestrekker wasn’t ‘broken’,” he commented. “This meant the launch and roadshow around the country sharing the details of what Salestrekker 2.0 could be was interesting to watch. Dalibor was acutely aware that taking the time to deliver the Salestrekker 2.0 offering every broker wanted to an unprecedented standard was paramount.”

Customisation is the new frontier

The end result is the roll-out of another ‘Rolls Royce’ solution from Salestrekker that uniquely can customise portals for referrers and customers. The whole user experience is more efficient for each broker, and at the same time, it makes the customer feel warm and fuzzy. In a nutshell, it's all about them from whatever angle you look at it.

Frank points out that Salestrekker 2.0 isn't following a cookie-cutter approach favoured by some software solutions.

“There’s no need to do anything in Salestrekker 2.0 in the same way everyone needs to operate. You can customise how you communicate and deliver to customers with your own brand and style. This is important to bring the whole user experience to another level.”

Purple Circle commitment in 2025

On the radar for 2025 for the Purple Circle network is introducing an elite CRM system specifically designed to change how brokers work and what they achieve.

“We believe that our current broker network could be using Salestrekker more effectively. When it comes to Salestrekker 2.0 we are rolling out an education and support piece that ensures we help our members look at workflow, customisation and how to transform their productivity,” he said.

“Purple Circle is leading the way with this tailor-made program to coach its broker network through Salestrekker 2.0 and what it can truly deliver.”

The secret, he believes, is the systemisation of broker’s business to help them generate more business with less output.

Purple Circle will achieve this via its strategic blueprint – or what he refers to as a ‘purple print’ - for its broker network to follow. The goal is to help each broker generate and write more business.

“Salestrekker 2.0 is the leading software in the marketplace unashamedly so. We pride ourselves on providing our members with the best possible tools. We aren’t fans of trying to cut down the tree with a blunt axe – for want of a clearer description.”

Salestrekker 2.0 innovation locks in business

Frank reminded us about the Purple Circle mantra for technology adoption and use.

"If you don't use technology to simplify the financing process for your customers—whether it's for a home loan, vehicle, boat, or commercial finance—you risk losing them to competitors. Other brokers actively seek these opportunities, so don't give away your business. Building long-term relationships is key, not just focusing on single transactions," he concluded.