Powering Salestrekker CRM with AI technology
Salestrekker AI is a new premium feature in Salestrekker 2.0 designed to refine user experience, save time and deliver improved outcomes for brokers and their clients. Currently in beta phase, it generates intelligent, pre-filled content across key home loan fields, including analysis comments; options presented and recommendation comments; borrowing power; deposit and equity; credit history; security; application submission; living expenses; interest-only products; and fixed-rate product comments.
To deliver these insights, Salestrekker AI uses de-identified application and product data, combined with a range of AI engines. Our proprietary code instructs these engines to provide accurate, compliant and contextually relevant responses – without ever sharing personally identifiable information. Continuous feedback from our users ensures our prompts and processes are constantly refined for even greater precision.
As a result, brokers benefit from faster deal preparation, improved policy responses and high-quality content that can be imported directly into the CRM.
In addition to the latest AI technologies, Salestrekker 2.0 incorporates document-reading tools, data enrichment, conditional automation and integrations with other smart solutions – all working together to enhance productivity and compliance at every stage of the broker workflow.
We use Artificial Intelligence (AI) in key areas of Salestrekker 2.0 to enhance speed, accuracy and compliance. These include:
- Lender product information – refining and updating data to ensure accuracy and consistency across tools.
- Lender policy interpretation – extracting, structuring and refining policy information to improve broker decision support.
- Data and rule management – analysing application data to support smarter workflow automation and compliance logic.
- Content generation – producing high-quality, AI-generated submission notes and compliance comments that save time and improve deal documentation.
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Salestrekker AI - FAQ
Q: What is Salestrekker AI? A: Salestrekker AI is a new feature included in the Premium package in Salestrekker 2.0. It is an AI driven content generator designed to save time by assisting users in writing comprehensive application submission notes and compliance comments. However, user’s input is required to ensure comments are compliant and fully accurate.
Q: Where can Salestrekker AI be used? A: It is currently intended to be used in the compliance tab within home loan tools, i.e. in 8 - 10 long comment sections used for loan submission and compliance notes. To generate AI content, users need to click on the AI icon, and select Salestrekker AI option from the drop-down menu.
Q: Is Salestrekker AI affecting broker’s compliance with the relevant regulations? A: No, Salestrekker AI is a content generator that only assists brokers in providing relevant compliance and loan submission commentary. Our AI engine reads application information and presents brokers with AI generated content for further editing and importing into the CRM. Brokers are always responsible for the application data.
Q: For what fields does Salestrekker AI provide content? A: Currently, Salestrekker AI generates content for the following fields in home loan tools: Analysis comments; Options presented and recommendation comments; Borrowing power comments; Deposit/equity comments; Credit history comments; Security comments; Application submission comments; Living expenses comments; Interest only product comments; and Fixed rate product comments.
Q: Is AI information saved on any servers or shared with external parties? A: Salestrekker stores AI-generated content only when it is imported into the CRM. All deal data is securely stored within the Salestrekker AWS ecosystem. To enable the AI engine to generate compliance comments, a limited quantity of anonymised application information is processed. Salestrekker has not granted the AI engine permission to share or use any application information in any form outside the Salestrekker environment.
Q: Will Salestrekker AI be enabled for the long comment fields within the Needs & Objectives tab? A: No, this section is dedicated to discovering consumer needs during a client interview and using AI generated content here could be interpreted that the applicant wasn’t adequately interviewed by the broker.
Q: Will Salestrekker AI be extended to consumer asset finance and personal loan tools? A: Yes, we will look to extend further once we complete the beta testing in the home loan tools.
Q: Does Salestrekker AI operate as a typical AI bot? A: No, Salestrekker AI engine uses specific data from the loan application, combined with pre-defined questions from the compliance section and a set of instructions and proprietary code to generate the AI sourced content.
Q: Why is Salestrekker AI in Beta development stage? A: To further refine the engine, prompts and our proprietary code, we need the real time usage and feedback from brokers using the platform. We aim to refine our proprietary instructions and code to come back with more accurate content.
Q: Is any personally identifiable information shared with Salestrekker AI? A: Only applicant’s first name and age are shared with our AI engine, which is not sufficient information to identify the consumer. No other identifiable information is shared.
Q: What other deal information is shared with Salestrekker AI? A: We share information from the Needs & Objectives, Product Requirements and Summary tabs; credit related fields from the Risks tab and Access Seeker credit score (where available), assets and liabilities, employment details and income, expenses information, security details, products compared, recommended product and maximum borrowing information.
Q: How accurate is Salestrekker AI? A: Content generated by our AI engine is fairly accurate. However, AI technology can make mistakes and broker review and input will always be required to further shape this content into a fully relevant compliance or loan submission note. The AI generated content will be less accurate where the application information is incomplete, i.e. less data in the application will result with reduced accuracy of the AI generated content.
Q: Why would brokers use Salestrekker AI? A: Our AI engine generates generally well written content that can be quickly refined or corrected by the user to prepare high quality compliance and loan submission notes. Such content generation saves users time and assists them in improving the quality of their loan application notes. Brokers will use available AI tools in the market regardless, and this Salestrekker feature is ensuring that AI usage is controlled and that consumer data is managed in a responsible manner.
Q: Can all brokers use Salestrekker AI? A: Users with the Premium package will get 50 AI content outputs per month included in their subscription. This is sufficient for 5-6 loan applications per month. Users without Premium package will not have access to Salestrekker AI, even if the deal owner has such level of access.
Q: What is a ‘content output’? A: We call each individual Salestrekker AI response a ‘content output’, regardless if it is imported as a note into a deal or is ignored by the broker. To generate each content output, user needs to click on the Salestrekker AI option from the drop down menu.
Q: What happens if the user accidentally generates AI content? A: The AI content will be generated every time user clicks on ‘Salestrekker AI’ option from the drop-down menu. As a result of this action, Salestrekker will be billed by our provider for that AI response and user’s monthly credit will be reduced each time. We will not be reimbursing users for accidentally generated content or where users choose not to import AI generated content into the CRM.
Q: What happens if users need more content output credits? A: Organisations can purchase more content output credits, in a similar way to how they currently buy eSignature credits. Expected cost to the organisation is $54.99 + GST for 200 content output credits. These credits apply to all users within the organisation with the Premium subscription.
Q: Do unused monthly allowance content output credits accumulate in the following months? A: No, unused credits expire if not used in the given month. I.e. monthly allowance credits are reset to 50 each month. Purchased credits do not expire.
Q: What happens if the content output is repeated for already created compliance comment? A: Newly imported content overwrites previous note content. However, Note templates can be appended to the existing commentary.
Q: When will the Salestrekker AI be added to the billing section? A: Salestrekker AI will be provided to all users free of charge until the end of 2025. From January 2026, users with Premium subscription will be able to purchase further credits.
Q: Can Salestrekker AI be switched off? A: Yes, AI feature can be disabled at aggregator and organisation level. However, it cannot be disabled for the individual user with Premium subscription within the organisation that enabled Salestrekker AI.
Q: Who is responsible for the AI generated content? A: Broker is always responsible for the content imported into the loan application. Salestrekker user is presented with a clear warning within each AI generated response (“Warning: AI generated content can contain mistakes. Please check the generated content thoroughly before importing it”). Users are required to consent by checking the box accepting a disclosure before importing AI generated content into the compliance note (“I reviewed the AI generated content and can confirm that this note is accurate”). Users shouldn’t rely blindly and carelessly on AI generated content without proofreading, sense-checking, and editing where required.
Q: Is there an audit log indicating if the AI was used in generating content? A: While in the Beta testing we are not logging these events, we will create logs showing in the deal audit trail, indicating who generated imported AI content, date and time stamp and what content was imported into the CRM.
Q: Do we need to adjust our compliance documents as a result of this change? A: You might consider to include a disclosure in your Credit proposal that AI technologies might have been be used in delivering that document.
Q: What technology does Salestrekker utilise to generate AI content? A: Salestrekker utilises a number of commercially available AI engines as well as the proprietary technology to deliver AI generated responses.
Q: Can brokers develop own AI tools and integrate them with Salestrekker? A: Yes they can, as per Salestrekker’s current API policy. However, we discourage users and aggregators to share personally identifiable information with any AI tools currently in the market.
Q: How much will Salestrekker AI cost? A: Salestrekker AI feature is included in the Salestrekker Premium package, along quick tools maximum borrowing calculators, lender policy search engine, customisable client portal, property search and reports and other features. Premium subscribers get 50 AI responses each month, which is sufficient for 5-6 loan applications. 200 additional AI responses can be purchased for $54.99.