Salestrekker launches ‘first’ combined origination and CRM platform

The company, founded by chief executive Dalibor Ivkovic in 2016, currently offers CRM technology to approximately 4,200 brokers across several broker and aggregator groups including Yellow Brick Road/Vow Financial, outsource Financial, SFG, Astute Financial, Purple Circle and My Local Broker as well as larger brokerages.

However, it is set to begin rolling out an overhauled version of its off-the-shelf CRM technology – Salestrekker 2.0 – covering mortgages, commercial, and asset finance tools.

The new platform is intended to act as a broker’s single technology platform, forgoing the need for brokers to multiple systems for origination, workflow tracking, marketing, and servicing.

It aims to save brokers time and money while accelerating growth by streamlining, automating, and managing tasks in one system.

Salestrekker 2.0 has been built to ‘future-proof’ the broker industry by enabling them to write more loans more efficiently by:

• Automating cumbersome administration and marketing tasks
• Centralising information for all leads and clients
• Promoting greater diversification
• Improving cyber protections

According to Mr Ivkovic, the new platform is the “only platform in the market that services a current mortgage and/or finance broker needs”.

He explained that many brokers may use a CRM system, plus a ‘kanban’ style workflow system, as well as external apps or technology solutions to manage their day-to-day business. He explained that bringing all these systems into one platform – and expanding it out to include commercial and asset finance tools – could save brokers time by reducing unnecessary rekeying of information and by identifying more opportunities.

For example, he suggested that while many brokers are looking to provide more loan solutions to clients amid the softening of the mortgage market, only around 20 per cent of Salestrekker users currently have a fully diversified offering.

He suggested that it was “Australia’s first truly mobile origination platform, letting brokers originate loans from any device, including smartphones and tablets”, and has been designed to be “open banking ready”.

Moreover, he flagged that it utilises “bank-grade data security” to protect customer information and upgrade broker cyber defences, including by bringing in a new user management system that enables business owners to secure access to platform sections for their employees and de-identify personal information.

Brokers can also white label the platform to offer clients and referral partners their own portals to track their loans.

A premium version of Salestrekker 2.0 is also being made available, which will provide brokers with a real-time decision service (integrated with lender partner credit policies) that aims to help brokers identify new opportunities from their existing client book as if it were “a BDM inside the CRM”.

It will also provide premium users with unlimited access to a range of data tools (such as AVMs, credit checks, and digital signatures).

While the technology has been created with a broker advisory board (including broker and business consultant Sarah Eifermann from SFE Loans and Christian Paterson from Auctus Coaching), a broker pilot will begin with aggregation groups utilising Salestrekker from October.

It is expected that commercial and asset brokers will also be invited to test the platform from November, in preparation for its full launch on 1 January 2024.

Mr Ivkovic commented: “Salestrekker 2.0 innovation is all about exceptional task functionality within a highly automated end-to-end solution. There is nothing else like it on the market.

“It’s easier than ever for a finance broker to diversify from mortgages to new asset financing,” adding that finance brokers can streamline an end-to-end sales process, lock in clients faster and improve revenue.

“Salestrekker 2.0 moves beyond a CRM platform that produces compliance documents, recommendations and lodgements. It now automates the client relationship beyond mortgages to highly lucrative personal and asset finance arrangements, delivering more competitive choices for everyday Australians and industry participants.”

Looking to the future, the CEO suggested that the group is also developing a loan tracking software solution for lenders, Loantrekker, and will be looking to break into overseas markets.

[Related: How Salestrekker 2.0 is changing the broking landscape]