Sydney, 12 June 2025 - In 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.

Having partnered with Salestrekker since 2018, outsource Financial has seen rapid growth in recent years, including a 50% increase in broker numbers over the last two years - much of it driven by the expansion of its own high-performing broker groups. The Salestrekker 2.0 rollout is a strategic step in scaling further, with smarter tools and deeper integration into the broker workflow.

“This isn’t just a software upgrade. It’s a complete evolution of how we support our brokers to grow,” said Tanya Sale, CEO of outsource Financial. “Salestrekker 2.0 brings us the tools and automation to lift performance — and we’re backing that with world-class training.”

Setting a new standard in CRM training

In an industry-first, outsource Financial has incorporated Salestrekker-delivered training into its rollout from day one. A select group of high-profile, high-volume brokers has already been onboarded as Salestrekker 2.0 Super Users, with the goal of accelerating capability across the network.

This strategic approach ensures brokers are not only adopting the new platform but becoming confident and efficient power users - with structured education and feedback loops built into every stage of the rollout.

“This is not a ‘set and forget’ launch,” said Sale. “We’re investing in training that matches the scale of the platform’s transformation. We believe it’s critical that brokers are supported — and that we listen to their experience and ideas to keep improving.”

A future-proof choice rooted in independence

outsource Financial’s long-term partnership with Salestrekker reflects its commitment to broker independence. Unlike proprietary platforms, Salestrekker is independent software — allowing brokers to own their data, control their branding, and build long-term value in their own business.

“Our brokers are the brand - not outsource. We wanted a CRM that reflects that,” Sale said. “With Salestrekker, it’s their name, their system, their client experience. That independence is core to who we are.”

Growth powered by innovation

Salestrekker 2.0 delivers enhanced automation, streamlined workflows, advanced reporting, and an intuitive user experience — all designed to reduce admin time, boost compliance confidence, and empower brokers to scale efficiently.

Grace Taylor of Taylored Finance Co and Salestrekker 2.0 software pilot participant said: “I love the automation and templates in Salestrekker 2.0 – they save time and keep everything running smoothly. The real-time tools like funding worksheets and comparisons mean clients get clear answers on the spot, so they’re confident and ready to act.”

For Kaya Geale, Mortgage Broker from Fortify Loans and outsource Financial Rising Star Award recipient in 2023 participating in the pilot rollout of Salestrekker 2.0 has already paid off: “The whole system feels faster and more aligned to how brokers actually work. Clients have even commented on how much smoother the experience is compared to their last loan.”

Over the coming months, outsource Financial will continue to roll out Salestrekker 2.0 across its national network, with a focus on ensuring adoption is not just widespread, but effective.

“The success of Salestrekker 2.0 isn’t just about our aggregator partners, brokers and lenders choosing the right software,” said Dalibor Ivkovic, CEO of Salestrekker. “It’s about empowering our end users to make the most of it. That’s what this rollout of Salestrekker 2.0 to the local financial marketplace is really about — giving brokers and lenders the tools and training to stand out and grow.”

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About Salestrekker

Salestrekker 2.0  is Australia’s first combined lending, origination and Customer Relationship Management (CRM) platform. The new features, flexibility, and functionality deliver unprecedented workflow and marketing automation to help brokers diversify from mortgages to new asset financing in a single platform – and without the need for external IT support. www.salestrekker.com