Salestrekker
Let your CRM do the work
Salestrekker is a CRM and loan origination platform for lenders, aggregators, and mortgage and finance brokers. It supports the end-to-end application process: collecting customer data and documents through video conferencing, client and partner portals, and Qualifi plugins; providing credit assistance with finance calculators, product comparison, recommendation, and compliance documents; and managing customers post settlement with marketing and automation tools.
The platform includes customisable workflows with conditional automation, deal notes and task management, integrated SMS and email, a client portal, e-signature via Annature or DocuSign, a document engine for Word and PDF generation, a lender library with forms and policy, and lender lodgement gateways. Integrations include LoanQ, Qualifi, an email integration, an open GraphQL API, and mobile applications for iOS and Android. Salestrekker AI is available in the Premium Broker edition, and an Enterprise Portal provides user management, reporting, and audit access for aggregators.
Salestrekker is packaged as a seat-based subscription with three editions: Broker Support for admin staff and loan processors, Premium Broker for mortgage brokers needing products and calculators, and Enterprise for large groups requiring enterprise controls. Reseller pricing may differ.
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