News
Here you can catch up with the most interesting articles and case studies in the industry. Enjoy it!
Six years into her mortgage broking career, Grace Taylor is no stranger to the pressure of fast-moving property deals. Based in South East Queensland – one of Australia’s hottest property markets – she leads Taylored Finance Co with a firm belief that people come first. With a broker on the Sunshine Coast and two admin staff backing her up, Grace knows what it takes to grow a modern business in a competitive landscape. That’s exactly why she jumped at the chance to join the Salestrekker 2.0 pilot program as an outsource Financial broker. Read more
BLOG12 New Productivity Tools in 2.0In addition to the components of Salestrekker 2.0 that help brokers do their job better and more efficiently, we have added some neat new tools to further enhance broker productivity. Read more
CASE STUDYPowering Growth from Day One: Kaya Geale’s Experience with Salestrekker 2.0When Kaya Geale and his co-founders launched Fortify Loans in Tasmania, they were set on doing things their way — blending deep client care with smart tech to build a brokerage that worked better for everyone. That mindset made them an ideal fit for the outsource Financial Salestrekker 2.0 pilot program, where tech-savvy brokers were invited to road test and help shape the newly redeveloped platform. Read more
FINTECHoutsource Financial goes live on Salestrekker 2.0, rolling out platform to over 1,500 usersIn a significant milestone for mortgage broker innovation and enablement, outsource Financial has officially launched Salestrekker 2.0 across its entire network, with more than 1,500 users set to benefit from the latest in CRM, lending and origination innovation and training support. Read more
FINTECHProgress You Can See: 193 Software Enhancements Since March 15 on Salestrekker 2.0At Salestrekker, we believe that great platforms aren’t just launched – they’re constantly improved. Since the start of our phased rollout of Salestrekker 2.0, we’ve been working at speed behind the scenes to make sure brokers and aggregator partners get the best experience possible. Read more
BLOGBuilding a Smarter Brokerage: How Andrew Vann Is Helping Shape Salestrekker 2.0When Andrew Vann, founder of Your Home Loan Guy, made the move from the East Coast to sunny Perth, he wasn’t just chasing better weather – he was chasing better systems, too. It was part of the reason he chose SFG as his aggregator partner. With five years of hands-on mortgage broking experience and a healthy dislike for clunky admin, Andrew jumped at the chance to help road test the early rollout of Salestrekker 2.0 – branded as SFGconnect 2. Read more
 (8).png "Borg Financial Goes Live with Salestrekker 2.0")
CASE STUDYBorg Financial Builds a Premium End-to-End Experience with Salestrekker 2.0In 2024, Borg Financial was one of the first brokerages to deeply trial and implement Salestrekker 2.0 (SFGconnect 2.0), marking a pivotal evolution in their operational strategy. Read more
.png "Purple Circle Goes Live with Salestrekker 2.0")
FINTECHPurple Circle Joins Early Salestrekker 2.0 Rollout – Differentiates itself with One Platform for Lending, Origination and CRMPurple Circle Financial Services is the latest group to go live with Salestrekker 2.0, as part of the continued national rollout of Australia’s only fully integrated lending, origination and CRM platform. Read more
.jpg "Will Locket Managing Director SFG")
FINTECHSFG Goes Live with Australia’s Only Integrated Loan Origination PlatformSFG Finance Brokers across the country are getting a serious tech upgrade. SFG has officially gone live with a totally reimagined version of its SFGconnect platform – Australia’s only fully integrated loan origination solution. This next-gen platform is set to transform productivity outcomes for thousands of brokers nationwide. Read more
 (7).png "Dalibor Ivkovic, CEO of Salestrekker")
FINTECHSalestrekker Turns 10 and Rolls Out Game-Changing Salestrekker 2.0Salestrekker is celebrating 10 years of transforming the mortgage and finance industry. To mark the milestone, Salestrekker 2.0 is being progressively rolled out with industry partners, delivering a completely rebuilt platform designed to take broker and lender automation to the next level. Read more
BLOGDiscover Salestrekker 2.0’s most-loved new features in a quick 3-minute demo video series.Explore our latest video library with insights from Heather Gallagher, Head of Customer Success, and see why brokers are embracing these powerful tools in Salestrekker 2.0! Read more
 (2).png "Success Playbook Webinar Program")
BLOGSalestrekker 2.0 Success Playbook Webinar Program CalendarDon’t want to miss a webinar in our Salestrekker 2.0 Success Playbook webinar program? Hosted by our new Head of Customer Success – Heather Gallagher – here are the dates and registration details. Please don’t forget to send us your Questions for our Ask Me Anything Q&A session by the close of business on 17 December: Read more
 (5).png "Creating the Perfect CRM")
BLOGCreating the Perfect CRM for Mortgage Brokers – and Lenders!Our vision is to continue to bring brokers and lenders together closer than ever. We believe Salestrekker 2.0 has unique capabilities to do that. Our 56-strong development team is constantly working on new enhancements and innovation continues in the areas of mobile use, commission integration and looking at how we can incorporate a cost-effective AI approach to elements of Salestrekker 2.0 and our relationship with brokers. Read more
BLOGWhy Purple Circle Believes Salestrekker 2.0 is the Secret to Locking in BusinessAhead of its onboarding of Salestrekker 2.0 to its Australia-wide broker network, multi-award-winning Purple Circle Financial Services believes the accuracy and innovation behind the new platform is the secret to locking in business in the future – for Purple Circle and its brokers. Read more
.png "Heather Gallagher joins Salestrekker in Exciting New Role")
FINTECHSalestrekker Hires Heather Gallagher for New Head of Customer Success RoleSYDNEY, 14 October 2024 –As part of its strategic growth and the continued rollout of Salestrekker 2.0, Heather Gallagher be joining the company in the newly created Head of Customer Success role from November 4, 2024. Read more
FINTECHIntroducing Basetrekker - give your CRM the boost it needs!Introducing Basetrekker – the Salestrekker 2.0 solution for brokers that don’t use Salestrekker as their primary CRM. Basetrekker helps boost your current CRM with the features you need in one API-enabled package. Read more
BLOGSalestrekker 2.0: Customisation & Automation WebinarQ: Can we use salestrekker 2.0 in ipad and iphone? Current Salestrekker is not working on Samsung Galaxy phone....you can only login but unable to do any work? A: Yes, Salestrekker 2.0 is suitable for any device Read more
BLOGSalestrekker 2.0: An Interview with Heather GallagherRecently, we asked Heather Gallagher, Head of Training and Education at outsource Financial for her feedback on the rollout of Salestrekker 2.0. The standout for us was Heather's prediction that Salestrekker 2.0 will revolutionise how brokers operate and pay for the technology that helps them power their business. Find out why Heather believes this innovation from the team is truly something special. Read more
BLOGSalestrekker 2.0 Maximum Borrowing and Quick Tools webinarQ: Where can I find the previous webinars? A: All webinars are on our Vimeo channel here https://vimeo.com/salestrekker Read more
BLOGSalestrekker 2.0: Lead to Settlement Process Webinar Q&AWebinar 2 on Salestrekker 2.0 series. Read more
BLOGSalestrekker 2.0 Overview Webinar Q&AsQ: Will there be more webinars? A: Hell yeah! Q: How does the Credit Proposal look now? A: It’s beautiful :) Read more
 (6).png "Salestrekker 2.0 Launches")
FINTECHSalestrekker 2.0 goes live as the mortgage industry’s first single lending, origination and CRM platformAfter a two-and-a-half-year development program and an investment of over 80,000 development hours, Salestrekker 2.0, Australia’s first combined lending, origination, and Customer Relationship Management (CRM) platform for the mortgage industry, is now live. Read more
.jpg "Karlie Scharfenberg, Director and Senior Finance Broker at The Loans Suite with Casey Rynn, Director & Senior Finance Broker")
CASE STUDYThe Loans Suite award-winning broking team takes control of greater productivity with Salestrekker For The Loans Suite team, a greater use of Salestrekker has produced an immediate baseline 20% improvement in time savings and efficiencies Read more
 (4).png "Ray Chamberlain, Founder and Director, Chamberlain + Co")
CASE STUDYChamberlain + Co empowers client relationship management with Salestrekker Chamberlain + Co, founded by Ray Chamberlain almost 20 years ago, provides a range of lending services for its Melbourne-centric and beyond client base. From residential lending to SMSF limited recourse borrowing arrangements to a recent focus on equipment, commercial finance, and more complex lending. With Salestrekker implemented in 2019, the team recently reviewed how it could maximise its use of Salestrekker to improve its customer service further. Read more
 (1).jpg "It’s another way we set Salestrekker 2.0 apart from the rest - Dalibor Ivkovic, CEO, Salestrekker")
BLOGSetting higher benchmarks for Information Security with SalestrekkerIt probably shouldn’t come as a surprise that when we developed Salestrekker we independently set higher benchmarks for information security by gaining SOC 2 Type 2 accreditation. In layman’s terms this meant our development team completed independent auditing of access control, two factor authentication, network and application firewalls, security incident handling protocols and quality assurance, amongst other vital information security activities. Read more
.jpg "Dale Henry Lending Specialist Mortgage Haven")
CASE STUDYMortgage Haven rolls out significant automation with Salestrekker Mortgage Haven is the brain child of Dale Henry, a former Victorian police officer. With an innate understanding of what makes people tick, Dale has transitioned from a career serving the community to one that now serves the mortgage needs for Australians. Established in 2022, today the Mortgage Haven team has grown to 3 staff and specialises in delivering stress-free home loans for its rapidly growing customer base. Read more
 (7).png "Alex Gee, Director, Finance and Mortgage Broker, Kingfisher Finance Group has shared the benefits of moving to Salestrekker.")
CASE STUDYKingfisher Finance Group prepares for growth with Salestrekker With a focus on strategic finance planning and the creation of long-term relationships, Kingfisher recently switched aggregators to implement the Salestrekker platform. Read more
 (9).jpg "Independent Finance Brokers Tasmania activates Salestrekker for Powerful Benefits")
CASE STUDYIndependent Finance Brokers Tasmania activates Salestrekker for Powerful BenefitsAfter relying on the Salestrekker CRM platform for several years, FBT recently upped the ante, implementing more robust automation features for its state-wide client base. Read more
 (3).png "Salestrekker Creates New Head of Lender Relations Role for Amir Klicic")
FINTECHSalestrekker Creates New Head of Lender Relations RoleSalestrekker has created a new Head of Lender Relations Role as it continues to roll out innovative integrated products for lenders. It has appointed existing staff member, Amir Klicic, to this role to transform lender product conversion within its updated easy-to-use Salestrekker 2.0 platform. Read more
 (5).jpg "Elena Fensom, Babo Finance")
CASE STUDYBabo Finance pioneers a new look mortgage, asset and commercial finance future with SalestrekkerBabo Finance not only offers residential mortgage services but also supports a significant and growing base of asset commercial finance clients. It recognised that a centralised platform would give it a tailored dashboard to manage and report on its residential, asset financing, and commercial loan business separately. The end goal: a full-service firm. “Implementing Salestrekker has allowed us to establish all of the front-end workflows, which will be managed by the most appropriate staff member. Task lists for each workflow are available, compliance and audit files are in place, and this helps us structure the team in the most cost-effective way possible,” Elena Fensom, Financial Specialist and Director, Babo Finance. Read more
 (11).png "Harnessing Innovation")
BLOGNew Salestrekker Solutions for GrowthHow do we harness innovation, our performance, and customer service initiatives to demonstrate business growth? For 2024, it's all about the launch and continued rollout of Salestrekker 2.0 – and the subsequent launch of Salestrekker Premium. Read more
BLOGGood customer service from Salestrekker isn’t an accident.Good customer service isn’t an accident. It’s got to be part of your approach from day one. This means close alignment with key customers, asking the tricky question constantly – what can we do better? To get an honest answer to that curly question you need to be regular contact with customers so they feel like they have ‘skin in the game’. Read more
 (5).png "Key Innovation Milestones")
BLOGInnovation Milestones in Salestrekker 2.0Over the last 12 months, everyone here at Salestrekker has been focused on innovation, innovation, innovation. Our vision to launch Salestrekker 2.0 underpinned everything the team focused on—whether that was software development or collaborating with our partners and aggregators to link requested improvements into the tech stack to build a better Salestrekker. Read more
 (5).png "Q&A with Dalibor Ivkovic, CEO of Salestrekker and Christian Paterson, Director of Auctus Coaching")
BLOGWhat brokers really think about Salestrekker 2.0Recently Dalibor Ivkovic, CEO of Salestrekker sat down with Christian Paterson, Founder at Auctus Coaching to share industry feedback about what brokers really think about Salestrekker 2.0. Read more
BLOGSalestrekker’s secret to improving performanceDid you know that our software development and innovation are based on the Lean Six Sigma approach? Lean Six Sigma is a process improvement approach based on team collaboration that removes unnecessary operational and process variations. The end result? Less distraction and improved performance. We constantly add value to Salestrekker and the suite of brands we intend to roll out in the future. Read more
BLOGSalestrekker Unveils a Bold New Brand and Vision for its Value-Added Product SetSYDNEY, 29 February 2024 – Leading CRM platform for the Australian mortgage industry, Salestrekker, unveiled its new identity for the lending and origination market today. Holding a market-leading position over the past decade has inspired a new look for the Salestrekker brand to better reflect the technology, trust, and teamwork journey it is known and loved for. Highlighting the importance of the Trekker theme will help the company continue to add new value-added solutions, helping the industry navigate the Open Banking and data-dominated lending era. Read more
CASE STUDYEvimero Finance delivers on prosperity promise with SalestrekkerEvimero Finance does things differently. Launched in 2019 with an ethical purpose to help their clients prosper at home or in their business, the brokerage replicates this success with a substantial corporate giving process. Evimero elected to join the Specialist Finance Group (SFG) broker network and a benefit of this change would be access to Salestrekker CRM. “Evimero is wholly dedicated to its client base, and Salestrekker is crucial to making that happen. Automated workflows and productivity pay off with a personal communication service that our clients love,” says Tiffany Blanch, Finance Specialist at Evimero. Read more
BLOGAuctus Coaching - Insider TipsChristian Paterson, Head Coach at Auctus Coaching and a key strategic implementation partner of Salestrekker, is no stranger to hearing one common phrase from brokers: “I know what I need to do, but I just don’t have the time to do it all!” Read more
CASE STUDYMore than Mortgages doubles down on volumes with Salestrekker Launching herself into the mortgage industry in 2007, today Deanna Ezzy (De) has helped Australian homeowners secure almost one billion dollars worth of residential loans – leading to some very happy property owners. With a slew of awards and a consistent ranking as the top female mortgage broker in the Australian Capital Territory – plus a Top 100 nationwide ranking for nearly a decade – De knows what it takes to process lending at high volumes. “Thanks to Salestrekker, we just had to make the switch to a different aggregator. Sure, it involved some challenging moments, but we came out on top with double the monthly lending applications and a team three times the size in just three years! Our old CRM? Not even close to this level of success with Salestrekker,” De Ezzy, Director and Principal Mortgage Broker, More than Mortgages. Read more
CASE STUDY360 Mortgage Solutions achieves premium customer service and profits with Salestrekker With a lifelong career in finance, Maryanne Elliot founded 360 Mortgage Solutions so she could provide personal support for first-home buyers and focus on financially educating her client base. As an independent broker, Maryanne selected Specialist Finance Group (SFG) as her aggregator partner. With an alignment of goals and culture with SFG, the best was the rollout of Salestrekker to SFG brokers. “The power of Salestrekker for 360 Mortgage Solutions can be seen in the support it provides for CRM and compliance. Stress-free automation means communications and touch points happen seamlessly. Plus we remain fully compliant at all times,” said Maryanne Elliot, Mortgage and Commercial Broker/Director of 360 Mortgage Solutions. Read more
BLOGCreating Salestrekker 2.0After eight years of the original Salestrekker, we decided to release a first major update, we call it Salestrekker 2.0. After creating a fully digital experience in 1.0, we had appetite for more, and it is about to be released live in September 2023. Read more
CASE STUDYAuspak Home Loans enhances client servicing with Salestrekker and WebloanQ This year sees Auspak Home Loans reach a new milestone of 25 years plus lending experience. For the last three decades, the family-owned business has helped homeowners and investors with lending advice and finance. Today the independent boutique broker has implemented Salestrekker and WebloanQ as part of its digital strategy to enhance the customer service experience. Read more
CASE STUDYLagos Financial backs its own success with Salestrekker and WebloanQLagos Financial works with a nationwide client base, helping everyday Australians to build wealth through property investing. Launched in early 2022 with a mortgage broking technology strategy in place, Lagos Financial has benefited from its prior Salestrekker experience. They knew they would gain upfront efficiencies, productivity, and superior customer service standards going live with Salestrekker from day one. Today they trust Salestrekker and its partner solution, WebloanQ, to help build and convert leads and accelerate the completion of loan applications Read more
CASE STUDYSalestrekker sets up My Local Broker for customer successMy Local Broker is a boutique aggregator with 150 mortgage brokers, a staff of 30, and access to more than 40 lenders and 500+ products. Read more
CASE STUDYSalestrekker and LoanQ create an intuitive finance platform for Astute FinancialAstute Financial is a Financial Services Aggregator offering a market-leading fully integrated financial services model. Established in 2000, today its membership base includes an estimated 600 finance, insurance and financial planning specialists across Australia and New Zealand. Read more
CASE STUDYRaise Finance creates powerful business insights with Salestrekker and WebloanQMoving to Salestrekker and WebloanQ ramped up the leads, marketing and growth of Raise Finance, shaving hundreds of hours from processing time annually. Read more
CASE STUDYPurple Circle accelerates annual growth by 140 percent. Salestrekker and WebloanQ underpin finance broking technology innovationPurple Circle Financial Services (Purple Circle) is a multi-award-winning mortgage broker aggregator that prides itself on changing the status quo. Their mortgage brokers not only write loans but can also access company equity in a true commercial partnership. Launched in late 2016, Purple Circle has adopted the Salestrekker CRM platform for their member network. Read more
CASE STUDYOutsource Financial achieves exponential growth with SalestrekkerOutsource Financial is a multi-award-winning Australian finance aggregator. It is also one of the largest independent finance broking networks. It prides itself on its premium offerings and approaches to partnering to deliver the support members need to grow their businesses. Read more
CASE STUDYLydian Financial Services transforms credit preparation productivity with SalestrekkerLydian Financial Services mission is to provide the best lending environment for clients, brokers and financial planners. Its commitment to leading-edge technology is helping to deliver innovative and better-controlled workflow and task management integration for its broker network. Read more
CASE STUDYSpecialist Finance Group links 100% utilisation of Salestrekker to enhanced compliance, governance and growthAs a multiple award-winning finance aggregator, Specialist Finance Group (SFG) specialises in delivering innovative technology-based business outcomes for its 1300+ broker network – starting with their customer relationship management platform, SFGconnect. After implementing Salestrekker in 2018, its entire network use of the system within SFGconnect has helped set new professional compliance and governance benchmarks, improved customer outcomes and freed up time for its broker members, plus helped accelerate its revenue growth. Read more