What are your first impressions of Salestrekker 2.0?

The Salestrekker 2.0 journey to this point has been worth the wait. The Salestrekker team has an uncanny ability to understand a broker’s pain point and then find that exact solution. Sometimes, brokers don't even know they need it. A great case in point was the overnight introduction of online interview modes and an increased client portal as COVID hit. Salestrekker really understands the broker as a whole. It understands their business. It’s industry-leading technology and all-encompassing, which is critical for a broker.

Does Salestrekker 2.0 have a significant advantage over the competition – yes or no?

Yes, from both a technology and a cost perspective. Let me share a story with you: we recently stepped one of our larger brokerage groups through Salestrekker 2.0. They listed no longer having to pay for an external fact, finding customised client journeys, and automatically downloading data into calculators as critical benefits. And made projections this central platform would save them up to $5,000 a month in technology costs. For them, the new Salestrekker Premium removes the need for multiple pieces of outsourced software. It keeps their network on one platform from lead to settlement. And with new levels of automation, particularly when it comes to the client journey, they are improving the efficiency and productivity of their team from a people cost perspective.

What are the other new features impressing brokers?

New and improved levels of data collection are one. Still, the other is the additional support and new confidence brokers have in placing loans. The policy search tools, the quick look-up tools, and the new workflow in guiding brokers to a list of lenders that meet loan parameters are all found within Salestrekker on one platform. Salestrekker gives you the answer you need now and guides you in the right direction. It's easier than ever to check out a lender's policy guide and confidently have conversations with clients from the beginning. No more 'let me research that and come back to you'. Now you know.

What do you think the innovation from Salestrekker 2.0 will do for the industry?

I look at the innovation behind Salestrekker 2.0 from two perspectives. You can now easily access maximum borrowing information and confidently make recommendations with inbuilt policy data. Translating this into a deal is easier, and Salestrekker 2.0 will get the client out of the market faster than ever before. This completes the transaction quickly and protects the broker's commissions. A faster processing time will free up time for more value-added activities for brokers. This helps brokers do their jobs well and allows us to retain that powerful talent within the industry.

So, apart from the major changes in Salestrekker 2.0, what else inspires you?

We recognise the significant changes Salestrekker 2.0 is capable of. Still, the nuances it delivers are like a 'rolling thunder' of micro-savings. For any broker, it’s easy to make lots of small changes. For instance, my inner nerd loves the fact you can now add a note or a task from whatever screen you are on – no more going back to the home screen. You can send or request a document from wherever you are. Brokers can label payslips and ID docs and click on any document from inside a deal. If I'm reviewing a file, I can securely review ID documentation like a Medicare card by clicking on it. Predictive text saves time when searching for client names. There are no more boxes to fill in; everything is in front of you, and there is a much more intuitive workflow for how brokers want to work.

You mentioned customised client journeys – what impact will this have?

We are really excited about the new level of automation and task templating, which we can only describe as an extraordinary opportunity for brokers to customise each client's journey. Brokers can now set up a client journey and portal workflow. This helps identify where clients are in their marketing journey and where new opportunities may present themselves for where clients may be in their lives. Working from client personas has never been possible, but it is now. The ability to label clients is a game changer.

What can outsource Financial members expect?

We are in the process of rolling out Salestrekker 2.0 to our key broker groups and sourcing feedback. Education is a crucial component of who we are and what we do, and we must understand how Salestrekker 2.0 supports our brokers. We’ll continue to onboard all of our brokers and everyone will have access by the end of 2024 – which is literally just around the corner. We’ll be hosting our internal training programs to ensure everyone understands the advanced features like tasks, templating, and how to use the client portal effectively. For outsource Financial members 2025 is going to be a great year!