Salestrekker

As we wind down another jam-packed year in the mortgage industry and roll into the holiday season, we just want to say a massive thank you to our incredible Salestrekker community. Your hard work and trust in us mean the world to us. A huge thank you to our incredible team and partners who have supported us every step of the way in bringing Salestrekker 2.0 to life – and helping inspire our latest offering, Basetrekker. Your dedication and hard work make everything we do possible! It’s because of you that we’re making a meaningful impact in the mortgage industry, helping brokers streamline processes and stay ahead of the curve. As we close the chapter on 2024, it’s time to recharge, reflect, and get ready for what’s ahead. Take this well-deserved break to rest, relax, and enjoy time with family and friends—you’ve earned it! Looking ahead to 2025, it’s shaping up to be the year where technology takes centre stage in transforming your business outcomes and your lifestyle. And remember the old saying ‘change before you have to’. With the right tools and mindset, you can stay ahead of the game and make it your most impactful year yet. So, take this time to unwind and come back ready to embrace the opportunities ahead. Let’s make 2025 the year we work smarter, not harder, and achieve even greater success together! Here’s to you, the legends making it all happen! And if you want to learn a little more about Salestrekker 2.0 in your downtime, you can head here to our recent Customer Success Playbook webinar playbacks, plus our hands-on demo videos on what new features we love the most! Customer Success Playbook Webinars https://lnkd.in/g_MgnY94 What we love about Salestrekker 2.0 https://lnkd.in/g84yZUHh

Supercharged conditional automation.....accurate quick tools....customisable client journeys are all some of the things that the team and our clients love about Salestrekker 2.0. What's ahead for you for 2025? Salestrekker 2.0 is rolling out with our partners and set to take your business to the next level with the most advanced solution in the industry. You'll be hearing more from our Head of Client Services, Heather Gallagher this year as she continues to share what she loves the most about Salestrekker 2.0. This we believe will be a truly transformative year! - Dalibor Ivkovic, CEO, Salestrekker For more info about why we love Salestrekker 2.0: https://ow.ly/gKZE50UNsX6

✨ Automate Like a Pro with If-Then Workflows One of our favourite features is the If-Then automation in Salestrekker 2.0. Imagine triggering multiple tasks at once—send client comms, request documents, update checklists—all customised for every stage of your process. Whether it’s a first-home buyer, investor, existing client, or a specific lender, you can tailor automation to match the situation. Plus, we’ve got ready-made templates for tasks, checklists, and documents to get you started. Just head to Settings > Processes > Automations and let your creativity flow. The sky’s the limit! 🚀 Watch it here - https://lnkd.in/gckRz2jS

🔑 Why this feature in Salestrekker 2.0 is a game-changer for mortgage brokers As a broker, process is everything—it’s the foundation for delivering a great customer experience every single time. That’s why this new feature is so important: it helps you create, manage, and standardise your workflows seamlessly. With tasks and subtasks, you can build a clear checklist for every part of your process. Need to set up a new client? No problem. Add steps like sending appointment confirmations, sharing credit guides and privacy policies—all neatly organised and repeatable. The result? Consistency, efficiency, and more time to focus on your clients. This feature ensures that nothing slips through the cracks and that every client gets the same top-notch experience. 💼 Your business thrives on trust—let this tool in Salestrekker 2.0 help you build it, one task at a time. Watch it here - https://ow.ly/LHNM50Ut3Hx

Our latest Salestrekker 2.0 favourite features video outlines why we love the power of labelling documents. In this hands-on demo video, Heather Gallagher will step you through how to label all documents and how this streamlines your business processes on the daily! Watch it here - https://lnkd.in/e8XyP4en

Stretch your imagination on what you can do on a deal with the new look Salestrekker 2.0! Here Heather Gallagher steps you through Strategy and Best Practice for Templating and Automation. Watch our Playback here - https://lnkd.in/gz2msmfR

PSA!!!! If you’ve been part of this Success Playbook webinar program or have any questions from our initial Salestrekker 2.0 webinar series – this is the session for you! This is your chance to ask Heather anything about Salestrekker in our ultimate Closing Play session in our Success Playbook webinar program. Register today and send through your questions to Heather@salestrekker.com by 17 December for our final webinar in 2024’s Salestrekker 2.0 Success Playbook Webinar Program. Don't miss out on unlocking the full potential of Salestrekker!

Miss our Success Playbook webinar on Salestrekker 2.0 extras found in Premium and Bundle? Want to find out more about the value added Bundle solution...or hear about the new and future features in Premium....watch our playback here! Hosted by Heather Gallagher, our Head of Customer Success this video will give you the confidence to lean on Salestrekker technology to grow your business. Learn more: https://lnkd.in/gAeEKuBu

🚨 New Feature Alert! 🚨 Introducing the Lender Policy Search Tool in Salestrekker 2.0! 🎉 Imagine this: You’re working with a client who initially says they have bonus income, but after chatting, you find out it’s commission income. Now you need a lender who can make the most of that commission income. Instead of emailing BDMs or digging through endless documents, just hop into our Lender Policy Search Tool. Type in "commission," and voilà! Instantly access lender policies, complete with details like dates and guidelines, all without leaving the system. ✅ Find lenders that meet your needs in seconds ✅ Download full lender documents directly ✅ Stay in the flow—no jumping between systems This tool saves time, streamlines your process, and ensures you match clients with the perfect lender faster than ever. Try it now and experience the Salestrekker 2.0 difference! 🚀 Why we love Lender Policy Search Tool: https://ow.ly/pKlj50Uo2kl

🚀 Big News for Brokers! 🚀 Salestrekker 2.0 is here, and we’re thrilled to share two game-changing features you’re going to LOVE in our NEW Quick Tools features: ✨ Maximum Borrowing Calculator – Quickly capture your client’s details, from income to loan specifics, and get an accurate list of lenders based on real-time calculations. Save it, revisit it anytime, and be ready when your client says “Go!” ✨ Product Selection Tool – Find the perfect loan products for your clients in seconds. Filter by specific needs like low-doc options, compare products side-by-side, and save it all for later. Oh, and don’t forget about our Checklists—your new secret weapon for staying organised and consistent every time. These tools aren’t just updates—they’re designed to transform how brokers work. Ready to save time, boost productivity, and wow your clients? Dive into Salestrekker 2.0 now and see the difference! 💼✨ Why we love NEW Quick Tools: https://ow.ly/mvLe50Uo2iG