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Working remotely with Salestrekker

working remotely with salestrekker working remotely with salestrekker
Salestrekker 2 minute read

Promoted by Salestrekker

Salestrekker is a leading broker platform, offering brokers and their teams an end-to-end solution for home loans, asset finance and personal loans.

We designed Salestrekker specifically to improve broker productivity with full digitalisation in mind. Salestrekker helps brokers connect remotely with their clients, referral partners and team members wherever they are.

With COVID-19, many brokers and their teams are bound to work remotely. Salestrekker and an internet connection are all a broker needs to continue to service their clients. Our extended feature set enables work to be completed without face to face contact with the client.

Key features enabling digital revolution

  • Advanced CRMwith in-built marketing, collaboration and productivity tools
  • Broker Tools for home loan and asset finance advice
  • Lender product database and lender integrations
  • Client Portalwith digital fact find and document collection
  • Referral Partner Portal
  • Essential industry integrations
  • Open API and Zapier integration
  • Extensive Diversification Tools
  • Extensive Knowledge Library and industry-leading Help Desk
  • Branding customisation and integration in broker websites
  • iOS and Android apps
  • Bank-grade security

Collecting data and interview process

Using the Client Portal, brokers can get their clients to complete the bulk of the data collection work. Client Portal enables borrowers to upload Fact Find information digitally, upload required documents and track loan progress from any device connected to the internet.

Salestrekker’s inbuilt Video Conferencing and Interview Mode enable remote client interview and document collection. Video calls can be recorded straight to the CRM and ID documents scanned using borrower’s web camera.

Where remote client identification is allowed by lender policy, a recorded video call ensures a record of this process taking place.

Salestrekker integrations with Equifax, CoreLogic, Pricefinder, Glass’s, PPSR, bankstatements.com.au, CashDeck, MogoPlus and FullContact further enhance data collection.

Verifying identity

We have partnered with bronID to add integrated digital AML/CTF checks (KYC process) for individuals and organisations. In addition to the recorded video calls, digital KYC allows improved identity verification and reduced risk of fraud.

Getting documents signed

Salestrekker has an inbuilt eSignature solution, which can be used to sign all compliance documents and loan application documents. Using eSignatures helps clients complete a simple task in a few clicks, removing unnecessary reliance on printers and paper.

Collaborating with remote team members

To streamline collaboration with team members, Salestrekker has developed a live chat feature. Team members can chat directly or in open/private groups with conversations saved in relevant client deals.

Salestrekker enables extensive deal and contract note-taking via its web or mobile apps. Task functionality enables automated task generation and task tracking completion.

Inbuilt VOIP phone and video conferencing enable voice and video communication with team members, wherever they are in the world.

Keeping all parties up to date

Salestrekker deploys extensive workflow automation that can produce documents, email and SMS clients, and allocate tasks to team members. Workflow automation can streamline the application process and improve communication in a timely manner.

Client Portal and Partner Portal enable easy updates to both clients and referral partners, minimising other means of more time-consuming communication with these parties.

Marketing functionality enables email and SMS campaigns and date-triggered marketing automation.

Working securely

Salestrekker offers encryption on login, data transfer and storage. With our application and data stored in Australia, our architecture and system offer bank-grade security, even when working away from the office.

Extensive permissions, multi-factor authentication and complex password enforcement enable ease of secure remote work with support team members.

Apart from extensive features supporting brokers and their support teams in working remotely and out of the office, Salestrekker is equipped to help brokers remain compliant with privacy laws, AML/CTF, Responsible Lending and Best Interest Duty regulations.

Working remotely with Salestrekker
working remotely with salestrekker
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working remotely with salestrekker
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