When 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.

Built for the Way Brokers Actually Work

Coming from a background in banking, Kaya knew what could be improved. “Salestrekker 2.0 just feels faster and more aligned to how brokers actually work. There’s less clicking around, less clunkiness. It’s made a real difference to how I manage my day and my pipeline.”

As a hands-on broker without admin support, efficiency is everything. “Automations in 2.0 have taken a lot off my plate. I’ve set up client comms to go out automatically at key stages — so clients are kept in the loop without me having to stop everything.”

Smarter Tools, Lower Costs

One of the biggest perks for Kaya has been consolidating tools into a single platform. “Salestrekker’s Quick Tools are honestly industry-leading. I can run a borrowing capacity check, convert it into a deal with one click, and keep everything in one platform – no double handling, no switching between tools. It’s cut down my costs by $60 a month and saved a heap of time. Everything I need is right there, which makes a massive difference when you're trying to scale efficiently.”

This he says is one of the key reasons he believes Salestrekker 2.0 is ‘more flexible and more powerful’.

Tailored Templates, Better Client Experience

Kaya is also a big fan of the upgraded client portal. “I’ve built templates for first home buyers, investors, refinancers — and only the relevant info and documents are requested. Clients love it. It’s clearer, faster, and just makes more sense.”

Tech That Boosts the Bottom Line

“I reckon I’ve gained at least 20% in efficiency. That means I can work more deals, stay on top of client comms, and deliver a better experience without burning out. And clients are noticing how smooth it all feels.”

Advice to Other Brokers?

“Start small. Build one automation. Test the client portal yourself. The tools are there — you just have to explore them. It’s a real upgrade, not just a new version. You’ll get way more out of it if you lean in.”