Give your CRM the boost it needs
Transform your existing CRM with Basetrekker suite of tools for mortgage brokers
Our current business include the following partners...
The most complete CRM for finance and mortgage brokers
A complete digital CRM solution with home loan, asset finance and commercial lending tools
Engage leads with extensive website plugins with calculators, comparison tools and webforms and manage leads in customisable workflows.
How it works
Use Basetrekker to boost your own CRM
Work out servicing & policy
Use most accurate servicing calculators, policy engine and other quick tools to understand whether your client can get the finance they are after.
Collect customer data and documents
Use integrated Video Conferencing, Client and Partner Portal and WebloanQ plugins to collect data and documents and update customers and referral partners.
Manage leads via customisable workflows
Create your own workflows, checklists and task templates and automate your processes, keeping your clients and referral partners up to date at all times.
Use most accurate servicing calculators, policy engine and other quick tools to understand whether your client can get the finance they are after.
Use integrated Video Conferencing, Client and Partner Portal and WebloanQ plugins to collect data and documents and update customers and referral partners.
Create your own workflows, checklists and task templates and automate your processes, keeping your clients and referral partners up to date at all times.
Key features making your work easier
Here are some of the features that will make your work flow smoothly with the system
Servicing Calculators
Calculators and worksheets when you are on the go
Lender Policy
Lender forms, policy and calculators
Website plug-ins
A website plugin for leads, self service calculators and comparison tools
Client Portal
Give your clients access to their deals.
Conditional Automation
Reduce workload by conditionally automating everything in your process
Partner Portal
Receive leads and keep your referral partners up to date
Loved by the businesses
This is what some of our amazing users have to say about us
We believe partnering with the Salestrekker team will help support the changing needs of the broking industry. Salestrekker is always evolving.
Tanya SaleCEO of outsource Financial
We know that Astute Financial can deliver a time saving of 2 hours processing a single transaction because of Salestrekker.
Andrew StoneNational Sales Manager Commercial & Equipment Finance of Astute Financial
Salestrekker is a standout CRM platform for our industry. Our members know they have a system they can trust at their fingertips.
Frank ParatoreDirector of Purple Circle
Connected with the most relevant integrations
Our current business include the following partnerships
Get started today
Give your CRM the boost it needs with Bastrekker extras!