Salestrekker: CRM for Mortgage and Finance Brokers
Salestrekker helps mortgage and finance brokers manage client relationships and loan applications. It is designed for firms needing to integrate compliance documents and lender gateways into their workflow.
At a glance
- Category
- Browse Sales tools
- Best for
- Mortgage brokers, Finance brokers, Loan processors, Lenders, Mortgage aggregators
- Pricing
- Pricing starts at $89.99 per user/month for Broker Support, with additional tiers for Parabrokers ($149.99) and Premium Brokers ($249.99).
- Key use cases
- Loan Application Management, Compliance and Credit Advice, Referral Partner Coordination, Post-Settlement Engagement
- Integrations
- Annature, DocuSign, LoanQ
- Official website
- Visit salestrekker official website
Salestrekker is a CRM and loan origination platform for the financial services industry, specifically mortgage brokers, lenders, and aggregators. It combines customer relationship management with industry-specific tools such as finance calculators and lender policy search.
The platform supports the loan process from lead generation and document collection to credit assistance and post-settlement follow-ups. It includes visual workflow boards and automation tools to help teams track deal status.
Buyers should note that while it offers CRM functionality, it is designed to be used alongside aggregator systems rather than as a total replacement. Prospective users should confirm which pricing tier is required for specific broker tools and calculators.
Key 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.
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.
Best For
- Mortgage brokers
- Finance brokers
- Loan processors
- Lenders
- Mortgage aggregators
Integrations
- Annature
- DocuSign
- LoanQ
Pricing
Pricing starts at $89.99 per user/month for Broker Support, with additional tiers for Parabrokers ($149.99) and Premium Brokers ($249.99).
FAQ
Who is Salestrekker designed for?
- It is primarily designed for mortgage brokers, finance brokers, lenders, and aggregators.
Does Salestrekker offer a free trial?
- No, there is no free trial, but the company provides demos upon request.
What does the AI in Salestrekker do?
- Salestrekker AI assists users by generating content for application submission notes and compliance comments.
Can it replace my aggregator's CRM?
- No, it can be used alongside an aggregator's CRM, but cannot replace it.
Source category: Sales
Source subcategory: CRM
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Categories
Software Type
How AI is used
Salestrekker uses AI to assist brokers in generating content for application submission notes and compliance comments, which may help reduce manual writing time.
Pros & Cons
Pros
- Industry-specific tools like finance calculators are integrated into the platform
- AI features can assist with writing application notes and compliance comments
- Includes both client and partner portals
- Supports various loan types including asset and commercial finance
Cons
- The Broker Support plan does not include products and calculators
- Cannot be used as a total replacement for an aggregator's CRM
- No free trial is available
