What Is Salestrekker and How Does It Help Mortgage Brokers?

Ever feel like you’re juggling too many tasks as a mortgage broker?

You’re not alone.

Managing clients, keeping up with compliance, and staying ahead of the competition can be overwhelming.

That’s where Salestrekker comes in—a tool designed to streamline your workflows and make your life easier.

Let’s explore what Salestrekker is and how it can transform your mortgage brokering business.

💸

Eliminate hours of manual data crunching and focus on building relationships with new clients.

Track My Trail makes it easy for brokers to keep track of lost & gained trail, discover clients who have paid off big chunks of their loans, and identify your most profitable clients.

Get Track My Trail for free today—no credit card required.

What Is Salestrekker?

Salestrekker is a cloud-based CRM and loan origination platform tailored for finance and mortgage brokers. Based in Bondi Junction, New South Wales, Australia, it serves a global community of finance professionals. The platform streamlines client relations, loan origination, and compliance processes.

Offering a versatile set of tools, Salestrekker enhances the efficiency of mortgage brokers. Its standout features include workflow and project boards, integrated communication tools, and automation capabilities. These elements work together to reduce manual workload and improve overall productivity.

Key Features of Salestrekker

Workflow and Project Boards

At the heart of Salestrekker are its workflow and project boards. These tools enable visual management of tasks and projects, allowing brokers to drag and drop files with intuitive visual tags. Customisable workflows provide tailored task management, helping brokers adapt the platform to their specific needs.

The visual nature of these boards makes it easy to track progress and manage tasks efficiently. By offering a clear overview of ongoing projects, Salestrekker helps brokers stay organised and focused.

Integrated Communication Tools

Effective communication is crucial for mortgage brokers. Salestrekker includes integrated communication tools such as Voice over Internet Protocol (VoIP), SMS, email, live chat, and a dedicated Client Portal. These tools facilitate seamless communication with clients, enhancing engagement and satisfaction.

By centralising communication within the platform, brokers can easily manage client interactions. This improves client relationships and streamlines the communication process.

Automation Capabilities

Salestrekker’s automation features are transformative for mortgage brokers. The platform automates task allocation, reminder creation, and document production, significantly reducing manual workload. Automation covers the entire lifecycle of customer management, from initial contact to post-settlement follow-up.

By automating routine tasks, brokers can focus on more strategic activities. This boosts efficiency and enhances the overall client experience.

Which Mortgage Aggregators Use Salestrekker?

Salestrekker is utilised by several prominent mortgage aggregators in the industry. These aggregators leverage Salestrekker’s robust features to enhance their services and support their network of brokers. Notable mortgage aggregators using Salestrekker 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 (serving asset and personal finance for brokers associated with Aussie, Smartline, Mortgage Choice, and eChoice)
  • Agiliti/NLG (providing asset and personal finance services for Choice Aggregation and SFG)

By partnering with Salestrekker, these aggregators enhance operational efficiency and offer improved services to their brokers.

How Salestrekker Helps Mortgage Brokers

Streamlined Loan Origination

Salestrekker provides a streamlined approach to managing complex loans. Its automation features reduce processing times and improve overall efficiency. Brokers can handle more clients with less stress, offering a more personalised client management experience.

By simplifying loan origination, brokers can focus on building strong client relationships. This improves client retention and supports business growth.

Integrated Tools for Brokers

Salestrekker offers a range of integrated tools that enhance service delivery. These include video conferencing and WebloanQ plugins, finance calculators, and compliance documentation tools. Brokers can deliver swift, compliance-focused service, meeting their clients’ needs effectively.

By providing a comprehensive suite of tools, Salestrekker supports brokers in delivering high-quality service. This enhances client satisfaction and bolsters the broker’s reputation in the industry.

Benefits to Mortgage Brokers

Reduction in Processing Time

A key advantage of Salestrekker is the significant reduction in processing time. Its automation features drastically cut down the time spent on loan processing. Brokers can focus more on client interaction and retention, enhancing overall client relationship strategies.

By reducing processing time, brokers can handle more clients with ease. This improves efficiency and the ability to deliver high-quality service.

Improved Deal Tracking and Management

Salestrekker’s automation features support improved deal tracking and management. Brokers can manage more clients with less stress, supporting better decision-making and client service. This enhances efficiency and strengthens the broker’s capacity to deliver exceptional service.

By providing a clear overview of ongoing deals, Salestrekker helps brokers stay organised and focused. This improves efficiency and elevates the overall client experience.

Extensive Broker Tools

Home Loans, Asset Finance, and Commercial Lending

Salestrekker provides tools specifically designed for home loans, asset finance, and commercial lending. The CRM integrates electronic signature capabilities for streamlined document handling, comparative analysis, decision support tools, and access to a dedicated Client Portal for seamless client interaction.

These tools ensure brokers can meet the diverse needs of their clients effectively. By offering a comprehensive suite of features, Salestrekker supports brokers in delivering high-quality service.

Dedicated Client Portal

The dedicated Client Portal is a standout feature of Salestrekker. It facilitates seamless client interaction, enhancing the client experience and satisfaction. The portal provides a centralised platform for communication, ensuring brokers can easily manage client interactions.

By centralising communication within the platform, brokers improve client relationships and streamline processes. This fosters stronger connections and enhances client loyalty.

Market Reception and Evolution

Salestrekker 2.0

Salestrekker continues to evolve, with the release of Salestrekker 2.0 reflecting ongoing improvements based on user feedback. The platform’s commitment to meeting market needs is underscored by positive reception from the brokerage industry and numerous testimonials highlighting its impact on business operations.

By continually enhancing the platform, Salestrekker ensures it remains a top choice for mortgage brokers. This strengthens its reputation and supports ongoing success in the industry.

Transformative Impact on Business Operations

Salestrekker’s transformative impact on business operations is evident from satisfied users. Brokers report improved efficiencies, better client service, and streamlined processes. The platform continues to adapt to meet the demands of mortgage brokers, remaining a preferred choice for enhancing business performance.

By providing comprehensive tools, Salestrekker supports brokers in delivering high-quality service. This improves client satisfaction and elevates the broker’s standing in the industry.

Future Developments and Innovations

Expanding Features and Capabilities

Salestrekker is committed to continuous improvement and innovation. The platform is expanding its features and capabilities to better serve mortgage brokers. Future developments may include enhanced data analytics, improved integration with third-party services, and more advanced automation tools. These innovations aim to further streamline processes and provide brokers with even more powerful tools.

Adapting to Industry Changes

The mortgage industry is constantly evolving, and Salestrekker stays ahead of the curve. The platform monitors industry trends and regulatory changes to ensure its features remain relevant and compliant. By adapting to these changes, Salestrekker helps brokers navigate industry complexities and maintain a competitive edge.

Conclusion

Salestrekker is an invaluable asset for mortgage brokers, offering a comprehensive suite of tools that enhance efficiency and client service. By streamlining loan origination and management, it empowers brokers to deliver swift, compliance-focused service while improving client interaction and retention. With robust features and a commitment to improvement, Salestrekker remains a top choice for brokers aiming to optimise efficiencies and uphold high standards of client service.

Track My Trail Team

The Track My Trail Team develops software to simplify trail book management for mortgage brokers. Their tools provide fast and practical insights to help brokers get the most out of their trail books.