The next step in the Salestrekker 2.0 journey

When we launched Salestrekker 2.0, we made a clear commitment to keep developing the platform around the changing needs of brokers, their support teams and their clients.

Since then, our focus has remained firmly on improving the broker experience – making Salestrekker 2.0 easier to navigate, more efficient to use and better equipped to support the way modern broker businesses operate.

The new Salestrekker 2.0 Client Portal represents the next major step in that journey by extending those improvements to the end client.

The Salestrekker 2.0 Client Portal has been completely reimagined to create a simpler, more engaging and more personalised experience for clients, while giving brokers greater visibility and control throughout the application process.

A customisable Salestrekker 2.0 Client Portal

Importantly, the Salestrekker 2.0 Client Portal is customer-branded, allowing each broker business to deliver a consistent experience that reflects its own brand rather than sending clients into a generic third-party environment.

It is also fully customisable. Brokers can create their own application and process journeys, add custom fields and determine what information or actions are required at different stages of the finance process.

This means the Salestrekker 2.0 Client Portal can be shaped around the way each brokerage works and the different types of finance it provides – rather than requiring every client to follow the same standard journey.

Helping clients understand what happens next

Applying for finance can be complex, particularly for clients who are unfamiliar with the process or unsure about what information they need to provide.

The Salestrekker 2.0 Client Portal will allow brokers to include walkthrough and dashboard videos that welcome clients, explain the process and guide them through their next steps.

These videos give brokers another way to personalise each customer experience and help clients understand what is required of them without relying entirely on emails, phone calls or written instructions.

Clients will be able to access a modern dashboard, upload documents, complete digital signatures, securely provide information and see the actions that remain outstanding.

For brokers and their support teams, this creates better visibility over client progress and makes it easier to identify where assistance or follow-up may be needed.

The first step towards validated data aggregation

The Salestrekker 2.0 Client Portal is also incorporating Bankstatements.com.au directly into the application journey.

This is the first step in our wider approach to validated data aggregation – bringing trusted and verified client data into Salestrekker 2.0 as part of the application process.

Over time, this approach will reduce reliance on disconnected documents and manually entered information, helping brokers create more accurate and complete client files.

Better access, security and compliance

A well-designed client portal is no longer simply a convenient extra. It has become an important part of how broker businesses provide access, protect client information and maintain consistent processes.

Rather than sending sensitive information through disconnected emails or relying on paper forms, clients can complete their requirements through the secure, customer-branded Salestrekker 2.0 Client Portal.

This supports a more convenient experience for clients while helping brokers improve consistency, data quality, security and compliance.

Salestrekker 2.0 was built to keep evolving. The new Salestrekker 2.0 Client Portal continues our commitment to making the platform easier and more valuable for everyone who uses it – brokers, support teams and clients.

It is one of the most exciting developments in the Salestrekker 2.0 journey and brings us another step closer to delivering a truly connected finance experience.