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.

Everyday Speed and Smarts

For Grace, three things define a successful broker – communication, speed and deep policy knowledge. “Clients want to move quickly. They don’t want to wait days for answers. So anything that helps me respond faster is a win.”

Enter Salestrekker 2.0.

Grace has already shifted all new clients into the platform. “We’ve been using it for a month now and it’s definitely faster – I’d say at least 20% more efficient day-to-day. Tasks that used to take longer are now simplified, and that means more time back to spend with clients.”

Real Real-Time Tools That Put Clients in Control

One of Grace’s favourite upgrades? Automation and templates.

“I love that I can build tailored templates and let the system handle some of the communication after settlement or during slower stages. It keeps clients in the loop without me having to stop everything I’m doing.”

She’s also a fan of the funding worksheets and comparison tools.

“Real-time tools are a game changer – and they are really real-time. Clients want to know repayments or how much they can borrow while we’re talking – and now I can show them on the spot. They’re confident, I’m confident, and they can go to an open home on Saturday with the right numbers in mind.”

Flexibility and Familiarity Come With Training

For Grace, the biggest long-term benefit of Salestrekker 2.0 is its flexibility. “It’s cloud-based, which means I can work from anywhere. My team and I can all see the same info at the same time – whether we’re in Brisbane, the Sunny Coast or on the other side of the world.”

But she’s quick to point out that getting the most out of it means putting in the time. “Do the training. Play around with it. Send yourself a dummy deal. It’s not just a system upgrade – it’s a whole new setup. But once you understand how it works, you realise how much it can actually do for your business.”