End-to-end broker CRM & LOS
Salestrekker is the CRM partner for aggregators like SFG, YBR, Vow Financial, Purple Circle and many more. It can handle multiple vertical workflows such as Mortgage, Commercial and Asset finance.
Heather from Salestrekker joins the podcast to discuss the evolution of the 2.0 platform, highlighting how automated compliance and integrated Policy AI are removing the "mental load" for brokers. Drawing on 20 years of experience at the aggregator level, she emphasizes the critical importance of training and software adoption to turn a CRM from a data entry tool into a business engine. This episode is a roadmap for brokers looking to streamline their document management and prepare for a future of AI-driven proactive auditing
Watch NowEnd-to-end broker CRM
Advanced workflow automation
Integrated client fact-find
Real-time lender policy checks (Cynario Policy AI)
Automated document collection
Compliance-by-design templates
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
