Recently we shortlisted what our key examples of innovation in the past year included. For me, it was easy to summarise – lender education tools, deal scenario tools and the big one for us – a real-time decision service. Yep, you read that right. If you are a broker wanting to make faster and better decisions  – a real-time decision service.

Let’s step through these.

1.       Lender Education Tools – this new tool gives our lenders (currently we have a number on our platform and watch this space…) the capability to explain their product features directly to you the broker. Right inside the CRM, so it gives more context. Ever wanted to truly match your clients to the right product quickly and easily right inside Salestrekker? Well, now you can with Salestrekker 2.0.

2.       Scenario Sharing – this latest innovation lets you share the scenario from within a loan application while you are still preparing the loan application. No more leaving the platform. Easily match the scenario with the lenders within the Salestrekker 2.0 platform.

3.       Digital Real-Time Decision Service – this innovation is the one we are the most excited about. At the exact point you are plugging in the data into Salestrekker 2.0 or a loan application, an API in Salestrekker 2.0 will link you to the lender’s own decisioning engine – and give you a split-second supply of data that helps you decide to proceed with that lender or move on to the next. No more selecting and committing to a lender that isn’t right for your client. Deliver better returns and better customer service. And stay on top of best interest compliance with a clear auditable trail.