Salestrekker | Local business
Salestrekker
Phone: +61 419 250 301
Reviews
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24.01.2022 Here is a little comparison video putting a typical broker CRM platform against Salestrekker. Check out summary feature list at the end of the video. https://vimeo.com/362968712
23.01.2022 Some activities from Salestekker Conference 2019
23.01.2022 DigitalKYC by bronID in Salestrekker. Another integration helping Salestrekker users keep productive while working remotely. https://vimeo.com/406079544
23.01.2022 Our new enterprise chat feature will have a video call capability. Salestrekker crew testing it right now...
23.01.2022 A significant upgrade for all Salestrekker users today. We remapped expenses to the new LIXI standard, making it easier to better line up with lenders that support standardised expense categorisation. Also added multiple household feature, expense buffer (to Melbourne Institute HEM) and expanded guarantor feature. https://support.salestrekker.com//3777243-expense-categori
22.01.2022 A new feature preview: ID doc OCR https://vimeo.com/340989792
22.01.2022 Here is a preview of a nip-and-tuck for Salestrekker Client Portal due to be released later this month. Same proven functionality for digital fact find, document collection and deal tracking with more modern looks. https://vimeo.com/497896908
21.01.2022 Interview Mode and more new features deployed today on Salestrekker. See this demo on how Video conferencing + Interview mode make it easy to identify the client, collect/scan documents and complete fact fact remotely. Salestrekker has you fully covered with its Client Portal, in-built eSignatures, Live Chat and new Digital KYC. https://vimeo.com/403084317
18.01.2022 Salestrekker devs clearly enjoy working in isolation - Advanced Marketing, another big feature ready to roll out. HTML and SMS templates, marketing campaigns, reporting and all the key automation needed to run a broker business. Just add your own content. Twelve solutions in one CRM! https://vimeo.com/423057811
18.01.2022 COVID-19 Update: Salestrekker In line with government advice and actions to contain the spread of Covid-19, our teams will be taking steps to minimise the risk to our staff, our community and to support our clients. We have now activated our Business Continuity Plan and from Tuesday 17 March we will implement work from home policy, cancel all non-essential travel and face to face meetings. ... Our objective is to reduce health risks to our staff and community and to provide uninterrupted support to our clients. We don't intend to reduce level of service at all. We utilise technology, systems and processes to ensure uninterrupted service while maintaining adequate levels of data security. Stay healthy and do your bit to protect your staff, community and clients.
18.01.2022 Covid-19 has certainly crystallised digital needs for the mortgage industry. At Salestrekker we are adding to the arsenal of smart tools for brokers with IDsmart - a digital VOI solution from OCR Labs. IDsmart helps verify clients identity and reduce fraud in under 2 minutes. No apps required, a simple SMS to the client from your CRM. Twelve solutions in one CRM! https://vimeo.com/415779090
17.01.2022 Our Development Coordinator is right on target. Salestrekker Conference 2019
17.01.2022 Our June releases keep flowing - Salestrekker iOS app v2 is out now and can be used on all enterprise and standard versions of Salestrekker. https://vimeo.com/335288672
16.01.2022 An important update for Salestrekker users tonight (3 June). The word's easiest marketing platform, Digital VOI tool (from OCR Labs), all new video conferencing, Teamchat and 'stuff'. More development in one month than the entire industry in the past year.
16.01.2022 New webforms on Salestrekker - choose a short or long form and customise look and feel to suit your site. Leads are automatically in Salestrekker - then activate workflow automation. Easy. https://vimeo.com/504250963
14.01.2022 Congrats Dusan!
14.01.2022 After several years using Slack as the main collaboration tool, our team is today moving to an integrated solution - Salestrekker Teamchat. Linked to Salestrekker CRM, it has public and private chat rooms, direct messaging as well as advanced video/audio functionality. Teamchat is available to our enterprise clients and their branches.
14.01.2022 Since day 1, Salestrekker team has been working with our users to develop features that help them improve their businesses. This weekend we are preparing to release a feature that will make the biggest impact on the sustainability of broker businesses that use Salestrekker and set them apart from their piers. Watch this space!
13.01.2022 Early morning at Salestrekker dev office.
13.01.2022 Boom! From 0 to 3,000 users in less than two years!
13.01.2022 Team that brought Salestrekker to life
12.01.2022 Three new Salestrekker features to finish a massive June release schedule: 1) Loan split Switch/Refix process for post settlement variations; 2) Google Contacts and Tasks integrations; 3) Outlook Mail, Contacts and Tasks integrations.... We just doubled our development team and a new lot of Salestrekker innovations is already in the works. Happy new financial year!
12.01.2022 Salestrekker sponsoring today’s networking event in Sydney.
11.01.2022 The last feature for Salestrekker in 2020 and another industry first. Access referrals allows Salestrekker users to refer a deal (fact find and deal information) to another Salestrekker user. Marry Christmas and looking forward to another huge year of innovation and growth. https://vimeo.com/378884697
11.01.2022 Apart from already integrated credit, social and property checks, Salestrekker has just upgraded bankstatements.com.au integration. We are simplifying client invite process, mapping all statements back to the deal and mapping expenses back to the client profile. Check it out on this video: https://vimeo.com/331495462 Salestrekker users can now use email, client portal and video conferencing to request bank statements from their clients.... With documents and data mapping back to Salestrekker, broker's job is simplified. Let your CRM do the job!
11.01.2022 Reducing risk of Covid-19 spread by working from home. Salestrekker has current and planned features to assist with work from home policy: 1) Client Portal for remote data and document collection; 2) Video Conferencing for remote interview, screen sharing and doc scan/collection; 3) Integrated eSignature platform;... 4) Advanced Live Chat for ease of collaboration (end of March); 5) Digital KYC for easier client remote ID (end of March); 6) Interview feature to use in addition with Video Conferencing (end of March). We have now switched into overdrive to push these new features out that can assist our clients to reduce risk of Covid-19 spread.
10.01.2022 New Salestrekker Client Portal, live from Tuesday, 1 October. Any device, any scenario, home loans or asset finance. Full or custom Fact Find, document collection, bank statement integration and deal tracking with a single click to invite client to the portal. Let your CRM do the work! https://vimeo.com/361476029
10.01.2022 Proud of Salestrekker team obtaining a SOC 2 Type I certification. In addition to our secure app design, AWS firewalls, regular pen tests and continuous Qualys VM/WAS scanning, we now have an external certification as well.
09.01.2022 Adding to Client Portal, Video Conferencing, eSignatures, Interview Mode and Digital KYC, all new Live Chat feature will be available to Salestrekker users in April. This new super feature will help keep teams maintain productivity while working remotely. And we are not stopping there... https://vimeo.com/401763576
08.01.2022 Salestrekker is already full of features that help brokers work remotely. We are now adding three new features to make it even easier: 1) Interview mode - making it easier to interview client via video conference 2) Digital KYC - we are integrating with bronID to enable remote AML/CTF checks for individuals and companies... 3) Advanced Live Chat - making it easier to collaborate in small or large teams https://vimeo.com/400752443
07.01.2022 Four new features ready for our next deployment later this month. Salestrekker is now only all-digital solution in the market, with 12 solutions in one CRM. IDsmart and Teamchat are all new features, while Meetings and Marketing are significant upgrades to the existing functions.
07.01.2022 Here is the first look at Meetings, an upgraded Salestrekker video feature, this time available for out of deal calls https://lnkd.in/gK-mz3e. This is one of several new items planned for end of month live deployment.
06.01.2022 New library feature from 31 July https://vimeo.com/349181623
05.01.2022 Covid-19 Response Plan and Government Stimulus Package At xSource Control and 10x Accounting, we are committed to providing you with the premium uninterrupted s...ervice. GOVERNMENT STIMULUS PACKAGE We will be keeping you up to date with the relevant government stimulus plans once they are finalised. Here is the brief summary of what is coming. COVID-19 RESPONSE PLAN In line with government advice and actions to contain the spread of Covid-19, we are taking steps to minimise the risk to our staff, our community and to support you - our valuable client. Our objective is to reduce health risks to our staff and community and to provide uninterrupted support to our clients. We intend to continue delivering our solution, provide the support service and communicate regularly as per usual. We have reviewed and activated our Business Continuity Plan on Friday and will monitor the situation closely. In the meantime, you can call / zoom / email / slack and communicate with us via Monday.com. Our management team is here to provide support, clarity and assist with business planning during this uncertain time.
05.01.2022 Salestrekker Conference 2019, Viminacium Roman archeological site in Serbia. Plenty to see and do with 18 Roman emperors born on territory of today’s Serbia (including Constantine the Great). Fantastic team and hosts and amazing two days.
04.01.2022 A 'short' list of Salestrekker features released in the last two months alone: * Diversification feature * Lender document library * CashDeck integration... * Download documents as PDFs * Auto setting tasks for fixed rates and IO expiry * Google Drive, Contact and Task integrations * Outlook Mail, Contacts and Tasks integrations * Switch/Refix loan split function * Contact finance profile auto-update when a deal is marked settled * ID Document OCR feature * New iPhone app (ver 2.1) is out now on the App Store. * Setting own floor rates and buffers (for ACL holders) See more
04.01.2022 Our dev office in Belgrade
03.01.2022 Three years to 3,000 and 18 more months to the next 3,000 users of Salestrekker. Next stop, 10,000 happy customers!
03.01.2022 We have been selected as a finalist for the Australian Digital Awards 2021. Five years in, Salestrekker in numbers: 7,900+ broker users across 12 enterprises; 10,800 referral partner users; 180,000 eSignatures (and growing at 300% p.a.); 550,000 text messages and 6.45M emails sent per year. Contains 1.8M consumer accounts and growing at 250,000 per year.
03.01.2022 Exciting week or two ahead for Salestrekker users: > Zapier integration > New Android and iOS 2.2 applications > All new marketing functionality > Continued roll out of Asset Finance tools... (and a couple of surprises as well)
02.01.2022 Salestrekker Conference 2019 is off to a start - Vanya and Lilly from our support team in a fencing stand off
