{"best_for":["Mortgage brokers","Finance brokers","Loan processors","Lenders","Mortgage aggregators"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/salestrekker","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/salestrekker.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-038.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: salestrekker (https://aitoolsforbusiness.ai/salestrekker)"},"features":["Visual Workflow Boards: Project boards used to organize leads pipelines and track the progress of ongoing deals.","Salestrekker AI: AI technology that helps generate content for application submission notes and compliance comments.","Integrated Communications: Built-in SMS, email, and video conferencing tools for client and partner interaction.","Broker Tools: Includes home loan, asset finance, and commercial lending calculators and lender policy search tools.","Client and Partner Portals: Portals that allow clients to access their deals and referral partners to manage leads.","Document Engine: Supports the creation of Word and PDF documents using data stored within the CRM."],"freshness_status":"fresh","name":"salestrekker","pricing_note":"Pricing starts at $89.99 per user/month for Broker Support, with additional tiers for Parabrokers ($149.99) and Premium Brokers ($249.99).","pricing_url":null,"primary_category":"Sales","profile_last_verified":"2026-06-05T08:52:41.014Z","secondary_categories":[],"short_description":"Salestrekker is a CRM and loan origination platform designed for mortgage brokers and lenders to manage pipelines and finance workflows.","slug":"salestrekker","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/salestrekker","use_cases":["Loan Application Management: Collecting customer data and documents and submitting loan applications to lenders.","Compliance and Credit Advice: Using calculators and templates to provide product comparisons and produce compliance documents.","Referral Partner Coordination: Using the Partner Portal to receive leads and keep referral sources updated on deal status.","Post-Settlement Engagement: Using marketing and automation tools to maintain contact with clients after a loan has settled."],"website_url":"https://salestrekker.com/"}