What is Salestrekker?

Industry leading productivity software for mortgage brokers. Manage your database, select loan products, empower your clients via Client Portal and utilise extensive automation to reduce time taken to settle a deal. Collect data and documents, update your clients pre-populate your fact find and ember compliance and fraud prevention in an intuitive cloud-based solution.

Customer Relationship Management

Maintain client database and manage visual deal flow. Store relevant documents, tasks and send marketing messages via email and SMS.

Client Portal

Invite clients to complete online Client Profile Form. Request required document upload and utilise portal to communicate progress updates to the client.

Document Management

Produce compliance and other documents. Collect signatures using electronic signatures from lender and borrower.

Workflow automation

Automate tasks, documents and notifications. Set up updates and reminders based on deal and task statuses.

Productivity on the go

Automation and productivity software, with lodgment and compliance management capabilities in your pocket.

Organize your deals

Collaborate with your team

Connect with your clients

Automate your workflows

Salestrekker features

  • Visual workflow representation
  • Drag and drop deal management
  • New deal capture from website forms
  • Client Portal
  • Deal notes, tasks and file uploads
  • Visual deal status representation
  • Extensive segmentation options
  • Time and cost capture
  • Voip phone integration and call record
  • SMS integration
  • Live chat
  • Templates and scripts
  • Task automation
  • Notification automation
  • System notifications and reminders
  • Document automation
  • Email and SMS marketing
  • Contact intelligence
  • Contact social profile
  • Graphic dashboard
  • Extensive permission settings
  • Custom fields
  • Drag and drop workflow customization
  • Multiple workflows under one login

Clients portal demo

Reports demo

Automation demo

eSignature

Video conferencing

Document merge

Webform automation

Marketing module

Do you want to try Salestrekker?

Login and use the following credentials:

Try it now
  • Email: demo@salestrekker.com
  • Pass: iwantthis