About

Evimero 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.

Streamlined efficiency

Evimero relies on a colour-coded workflow system to identify actions and allocate accountability for leads, appointments, applications and loan processing across its team members. Making the most of the Salestrekker client portal also means welcome communications and documentation are easily accessible by all parties and help ensure meetings are productive. The transparency with Salestrekker allows the Evimero team to pre-prepare any questions and share the Salestrekker screen with clients during meetings to complete, update or edit applications.

“Salestrekker allows us to share the client portal directly with customers to input their personal information and upload supporting documents.Being clear about what information we need ahead of meetings saves us time and helps to shave a few hours off each application," she said.

Collaborating on documents with clients helps Evimero identify items that often need a longer discussion.

Scaling for growth

Being able to track workloads has proven helpful as the brokerage has grown to a team of 11 today.

With Tiffany joining Evimero after its launch and being a new Salestrekker end user, she appreciates the benefits Salestrekker offers.

“Salestrekker productivity is amazing. It only took me a week to get across a new system because it’s really user friendly. Automated workflows and transparent tasks and dates mean this saves time and helps provide a snapshot of our leads at any time,” Tiffany outlined.

She outlined Salestrekker's benefits when it comes to workflow: applications are only ever completed once, categories and dates for finance and settlement are clear and only need a ‘quick look'. It's helpful when prioritising workloads and delivering 24-hour turnarounds from meetings to applications.

"If we have the information, ease of use and comparison tools in the one platform, we can move fast – and Salestrekker provides this,” she concluded.

And looking to the future with Salestrekker 2.0, the brokerage is already planning to maximise the pre-population automation with its loan applications. It’s something the whole team is ‘looking forward to’.

Results

• Saving 3 hours per loan application
• Real-time collaboration means greater accuracy
• Enhancing highly personalised customer service