Salestrekker

Ask me Anything! If you’ve been part of this Success Playbook webinar program or have any questions from our initial Salestrekker 2.0 webinar series – this is the session for you! This is your chance to ask Heather Gallagher anything about Salestrekker in our ultimate Closing Play session in our Success Playbook webinar program. Register today and send through your questions to Heather@salestrekker.com by 17 December for our final webinar in 2024’s Salestrekker 2.0 Success Playbook Webinar Program. Don't miss out on unlocking the full potential of Salestrekker! Date: Wednesday 18 December Time: 130PM AEST Register here: https://ow.ly/Yf0c50Ubwaz

✨ Automate Like a Pro with If-Then Workflows One of our favourite features is the If-Then automation in Salestrekker 2.0. Imagine triggering multiple tasks at once—send client comms, request documents, update checklists—all customised for every stage of your process. Whether it’s a first-home buyer, investor, existing client, or a specific lender, you can tailor automation to match the situation. Plus, we’ve got ready-made templates for tasks, checklists, and documents to get you started. Just head to Settings > Processes > Automations and let your creativity flow. The sky’s the limit! 🚀 Watch it here - https://lnkd.in/gckRz2jS

🔑 Why this feature in Salestrekker 2.0 is a game-changer for mortgage brokers As a broker, process is everything—it’s the foundation for delivering a great customer experience every single time. That’s why this new feature is so important: it helps you create, manage, and standardise your workflows seamlessly. With tasks and subtasks, you can build a clear checklist for every part of your process. Need to set up a new client? No problem. Add steps like sending appointment confirmations, sharing credit guides and privacy policies—all neatly organised and repeatable. The result? Consistency, efficiency, and more time to focus on your clients. This feature ensures that nothing slips through the cracks and that every client gets the same top-notch experience. 💼 Your business thrives on trust—let this tool in Salestrekker 2.0 help you build it, one task at a time. Watch it here - https://ow.ly/LHNM50Ut3Hx

Our latest Salestrekker 2.0 favourite features video outlines why we love the power of labelling documents. In this hands-on demo video, Heather Gallagher will step you through how to label all documents and how this streamlines your business processes on the daily! Watch it here - https://lnkd.in/e8XyP4en

Stretch your imagination on what you can do on a deal with the new look Salestrekker 2.0! Here Heather Gallagher steps you through Strategy and Best Practice for Templating and Automation. Watch our Playback here - https://lnkd.in/gz2msmfR

PSA!!!! If you’ve been part of this Success Playbook webinar program or have any questions from our initial Salestrekker 2.0 webinar series – this is the session for you! This is your chance to ask Heather anything about Salestrekker in our ultimate Closing Play session in our Success Playbook webinar program. Register today and send through your questions to Heather@salestrekker.com by 17 December for our final webinar in 2024’s Salestrekker 2.0 Success Playbook Webinar Program. Don't miss out on unlocking the full potential of Salestrekker!

Miss our Success Playbook webinar on Salestrekker 2.0 extras found in Premium and Bundle? Want to find out more about the value added Bundle solution...or hear about the new and future features in Premium....watch our playback here! Hosted by Heather Gallagher, our Head of Customer Success this video will give you the confidence to lean on Salestrekker technology to grow your business. Learn more: https://lnkd.in/gAeEKuBu

🚨 New Feature Alert! 🚨 Introducing the Lender Policy Search Tool in Salestrekker 2.0! 🎉 Imagine this: You’re working with a client who initially says they have bonus income, but after chatting, you find out it’s commission income. Now you need a lender who can make the most of that commission income. Instead of emailing BDMs or digging through endless documents, just hop into our Lender Policy Search Tool. Type in "commission," and voilà! Instantly access lender policies, complete with details like dates and guidelines, all without leaving the system. ✅ Find lenders that meet your needs in seconds ✅ Download full lender documents directly ✅ Stay in the flow—no jumping between systems This tool saves time, streamlines your process, and ensures you match clients with the perfect lender faster than ever. Try it now and experience the Salestrekker 2.0 difference! 🚀 Why we love Lender Policy Search Tool: https://ow.ly/pKlj50Uo2kl

🚀 Big News for Brokers! 🚀 Salestrekker 2.0 is here, and we’re thrilled to share two game-changing features you’re going to LOVE in our NEW Quick Tools features: ✨ Maximum Borrowing Calculator – Quickly capture your client’s details, from income to loan specifics, and get an accurate list of lenders based on real-time calculations. Save it, revisit it anytime, and be ready when your client says “Go!” ✨ Product Selection Tool – Find the perfect loan products for your clients in seconds. Filter by specific needs like low-doc options, compare products side-by-side, and save it all for later. Oh, and don’t forget about our Checklists—your new secret weapon for staying organised and consistent every time. These tools aren’t just updates—they’re designed to transform how brokers work. Ready to save time, boost productivity, and wow your clients? Dive into Salestrekker 2.0 now and see the difference! 💼✨ Why we love NEW Quick Tools: https://ow.ly/mvLe50Uo2iG

🌟 Don’t Miss This! 🌟 Join Heather Gallagher, our Head of Customer Success at Salestrekker for a quick 3-minute demo showcasing one of the most loved features of Salestrekker 2.0—Checklists! ✅ Whether you’re a solo broker looking for a foolproof process or part of a team aiming for seamless consistency, checklists are your new best friend. Heather shows you how to: 🔹 Create, customise, and use checklists 🔹 Stay organised and efficient 🔹 Assign tasks and ensure nothing slips through the cracks This hands-on demo is packed with tips to streamline your workflow, keep your team on track, and make your clients happier than ever. 💼✨ 🎥 Watch now and discover how checklists can transform the way you work! Why we love Checklists: https://ow.ly/iAtc50Uo2hB