Salestrekker is a cloud-based CRM and loan origination platform used by lenders, aggregators and finance professionals, including Australian mortgage brokers. It brings deal tracking together with client communication and compliance paperwork in one workspace.
This guide covers what the platform actually does and how aggregator access works, then what to test during a trial before you move your files across.
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What Salestrekker does
The current version, Salestrekker 2.0, organises work around deals, tasks, contacts, reports and tools, with settings for portals, integrations and organisation-wide options. Brokers build custom workflows with conditional automation, so reminders, task allocation and document production follow rules you set rather than manual memory.
Communication sits inside the same system through email, SMS and client portals, which keeps a complete record against each file and makes client relationships easier to hand over when team members change. Automation runs across the whole customer lifecycle, from first contact through to post-settlement follow-up, which is where annual review opportunities usually get lost in smaller brokerages.
Aggregator connections
Salestrekker has been used or offered by several Australian mortgage aggregators. Names publicly associated with the platform include:
- Vow Financial (now YBR Aggregation)
- Specialist Finance Group (SFG)
- Outsource Financial
- Astute Financial Management
- Purple Circle Financial Services
- Resolve Finance
- MyLocal Broker
- Mortgage Australia Group
- Platform Group (associated with Aussie, Smartline, Mortgage Choice, and eChoice)
- Agiliti/NLG
Treat that list as a starting point rather than a current register. Aggregator platform agreements change, and access terms differ between groups, so confirm with your own aggregator and with Salestrekker whether the platform is available to you today and what it would cost through that channel.
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Where it earns its keep day to day
The practical gains show up in two places. Files move faster because documents, notes and messages stop living in separate inboxes, which frees time for the follow-up that drives client retention. And processing gets more consistent, because automated workflows apply the same steps to every file instead of relying on whoever remembers them, cutting time spent on routine loan processing.
Broker tooling covers home loans, asset finance and commercial lending, with electronic signature support plus comparison and decision-support tools, and lodgement options towards lenders. Check that the lodgement paths match your actual lender panel during evaluation, because coverage differs by integration.
Limitations worth knowing
Salestrekker offers AI-assisted features such as generated comments, and its own guidance says user input remains necessary for accuracy and compliance. Read anything the system drafts before it reaches a client or a lender. More broadly, a workflow tool enforces whatever process you configure; migrating a messy process into new software just makes the mess faster.
The dedicated Client Portal also changes how clients interact with you, since they upload documents and track progress themselves. Most brokers see this as a benefit that builds client loyalty, but set expectations with clients who prefer phone calls before you switch everything across.
How to evaluate it properly
Start with one live file rather than a demo. Run an application from intake to lodgement inside a trial, timing each step and noting where the workflow fights your usual process. Confirm the lender integrations you need, ask your aggregator about pricing through their agreement, and compare the total cost against the tools it would replace.
If the trial file moves cleanly and the numbers work, migrate one pipeline segment first, keep the old system read-only until the last file settles, and review the setup after a month before committing the whole book.
