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More than 1,500 brokers aggregating under outsource Financial can now utilise Salestrekker 2.0 and its automation tools.
Aggregation group outsource Financial has gone live with Salestrekker 2.0 (which has been in development for over two and a half years), upgrading its customer relationship management (CRM) platform with the new lending and origination platform.
Having partnered with Salestrekker since 2018, outsource Financial has begun rolling out the new CRM technology as part of a “strategic step” to scale further by integrating “smarter” tools into broker workflows.
The upgraded Salestrekker 2.0 delivers more enhanced automation, streamlined workflows, advanced reporting, templatised marketing, and a more intuitive user experience to help reduce admin time, boost compliance confidence, and enable brokers to scale efficiently.
Over the coming months, outsource Financial will continue to roll out Salestrekker 2.0 across its national network, with a focus on ensuring adoption is widespread and effective.
The group has been providing training to brokers through webinars, professional development days, and one-on-one education sessions over the past few months.
Speaking of the CRM upgrade, Tanya Sale, CEO of outsource Financial, said: “This isn’t just a software upgrade. It’s a complete evolution of how we support our brokers to grow.
“Salestrekker 2.0 brings us the tools and automation to lift performance – and we’re backing that with world-class training.”
Sale said that a group of “high-profile, high-volume” brokers had been onboarded early as Salestrekker 2.0 Super Users and had been providing feedback on the new platform, with the goal of accelerating capability across the network.
outsource Financial brokers involved in the pilot reportedly valued the in-built automation of the new CRM, with some particularly valuing templates, real-time tools such as funding worksheets and comparisons, resulting in a smoother and more efficient process for their clients.
“This is not a ‘set and forget’ launch,” Sale said.
“We’re investing in training that matches the scale of the platform’s transformation. We believe it’s critical that brokers are supported – and that we listen to their experience and ideas to keep improving.”
Ongoing updates to Salestrekker 2.0
outsource Financial has become the latest aggregator to turn on the upgraded platform, with Specialist Finance Group and Purple Circle also having done so.
It is believed that half of all Salestrekker users have now upgraded to the new platform, with more expected to do so in the coming months.
The platform was initially scheduled to launch in 2023 before being reimagined following broker feedback and technological advancements. Indeed, Salestrekker 2.0 has reportedly gone through five separate releases over the past three months and deployed 193 platform improvements over that time as it receives ongoing feedback from users.
The CEO of Salestrekker, Dalibor Ivkovic, said: “The success of Salestrekker 2.0 isn’t just about our aggregator partners, brokers and lenders choosing the right software.
“It’s about empowering our end users to make the most of it. That’s what this rollout of Salestrekker 2.0 to the local financial marketplace is really about – giving brokers and lenders the tools and training to stand out and grow.”
outsource Financial launches strategic partnership to empower women home buyers
As well as rolling out the new CRM, the aggregator has also recently partnered with Penny, a home ownership platform targeting women, to provide broking services to female home buyers.
The financial literacy platform was started in 2021 by lawyer and program manager for NSW Department of Customer Service, Jemi Jeng, to empower women on the home buying journey and “close the gender wealth gap”.
The platform aims to unpack the costs and steps needed to buy a home; harbour a community of other women on the same journey; and connect female home buyers with specialists such as mortgage brokers, buyer’s agents, conveyancers, and accountants.
The collaboration sees four brokers from outsource Financial join Penny’s platform, providing specialised credit services for women home buyers.
Under the strategic partnership, Penny’s users will be able to book discovery calls and full loan consultations with the brokers.
The brokers will also contribute educational content to Penny’s platform, offering tips and insights to help users learn more about the home buying process at every stage.
The partnership also acts as a lead generation source for the brokers, providing access to engaged prospective home buyers.
Commenting on the partnership, Sale said: “outsource Financial is excited to have partnered with Penny, an organisation that supports women to build confidence around financial literacy and their wealth journey.
“This is a powerful step towards gender equality and uplifting communities.”
“‘Collaborations like this help provide essential resources and opportunities for women to thrive, by addressing critical issues like education, economic independence, safety, and inclusion,” which Sale said she was “passionate” about.
Penny founder Jeng stated that the partnership was “well-aligned”, saying: “Our community told us that finance and property is a man’s world. They want brokers and consultants who get their property goals as well as their lived experience.
“Partnering with outsource Financial lets us deliver that expertise at the tap of a button.”
Other partners tied to Penny include brokerage No Fuss Home Loans (headed up by Kathy Dundas), employment social enterprise Ability Works Australia, marketing and copywriting agency Hunter & Scribe, among others.
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