Salestrekker has set a release date for its new lending, origination, and CRM platform dubbed Salestrekker 2.0.
According to Salestrekker founder and CEO Dalibor Ivkovic (pictured above), Salestrekker 2.0 will be a “powerful tool” to help finance brokers protect their market share and help fend off fintechs who are intent on “eroding their margins”.
“With bank-grade security, mobile origination capabilities and an enterprise solution for aggregators and subgroups, Salestrekker 2.0 delivers a single lending and origination and CRM platform that will change Australia’s lending landscape forever.”
Available from January 1, 2024, the CRM and loan management software system will undergo pilot testing in the months leading up across firstly aggregators and then residential, commercial and asset finance brokers.
While a price has not been announced yet, the platform's features will be split by a regular and premium service.
There will be also be a transitional period during which both platforms can be used concurrently until the launch date.
With so much data sitting on the original platform, there will be no live sync between the two systems. Instead, all data from Salestrekker will be migrated to the new platform like for like, including all documents and files.
Since its launch in 2015, Salestrekker has built a reputation as a popular CRM solution for Australian mortgage brokers.
Providing white-labelled software-as-a-service origination to over 9,000 users in Australia and New Zealand, it has been a major staple of the industry’s major aggregators, including SFG, outsource Financial, Yellow Brick Road, Resolve, Purple Circle, Astute, and Mortgage Australia Group.
Now the broker-focused solution has been fully re-developed to help finance brokers stay ahead of industry trends. With improved automation, Quick tools, and deal scenarios, Salestrekker 2.0 can also be used on any device.
“It’s like having your office in your pocket,” said Ivkovic.
Ivkovic said he platform is designed so finance brokers can streamline an end-to-end sales process, lock in clients faster and improve revenue.
“It’s also a win-win for aggregators who can benefit from higher sales volumes,” he said.
“Salestrekker 2.0 innovation is all about exceptional task functionality within a highly automated endto-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.”
The new platform is also differentiating itself with its decision service to help brokers write loans and identify new opportunities from their existing client book and leads.
“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,” Dalibor said.
“Salestrekker 2.0 is Australia's first truly mobile origination platform, letting brokers originate loans from any device, including smart phones and tablets.”
The platform will also come with bank-grade data security with improved protections around its application programming interface (API) connections with other software providers.
However, this will mean the current API integrations will need to be refreshed uring the transition period.
It will also feature a new user management system that allows business owners to secure access to relevant platform sections for their employees, contractors and referral partners.
