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Policy AI

How to set up and use Policy AI tool in Salestrekker

Written by Salestrekker HQ

Policy AI is a AI powered solution designed to analyse and display lender policy based on the 'chat style' interaction.

This is a externally provided solution and is available as a monthly per-user subscription, priced at $39.99+GST per user per month.

For a keyword policy search tool (non-AI), available in Salestrekker Premium, go to Library and click on 'Home loan policy search' menu option.

Subscribe to Policy AI

  • Click on the 'AI icon' on the top bar (right next to the search icon) (1)

  • This will take you to the new, My billing page (2)

  • Add your credit card (3)

  • Once added, reload the page and switch the Policy AI toggle on (4)

The subscription process is described in this video:

Using Policy AI

Policy AI is accecible via icon on the top bar and within deal view:

Use Policy AI as any other AI bot. Ask full questions, such as one in the video above. System takes a few seconds to respond. The response can be further interrogated to provide refined outptuts.

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Individual and full chat transcriptions can be copied and pasted. In the near future, we will add a PDF extract of this chat conversation.

Lenders available

While this list is constantly increasing, however, as of today, the following lenders are covered by Policy AI:

 AMP
 ANZ
 Auswide Bank
 Bank of Australia
 Bank of China
 Bank of Melbourne
 Bank of Sydney
 Bank Victoria
 Bankfirst
 BankSA
 Bankwest
 Bendigo Bank
 Better Choice
 Beyond Bank
 Bluestone Home Loans
 Brighten Home Loans
 CBA
 Firefighters Mutual Bank
 Firstmac
 Granite Home Loans
 Great Southern Bank
 Health Professionals Bank
 Household Capital
 Hume Bank
 ING
 Latrobe Financial
 Macquarie Bank
 MA Money
 ME Bank
 Mortgage Ezy (EZY)
 MyState Bank
 NAB
 Pepper Money
 RedZed
 Resimac
 St George Bank
 Suncorp
 Teachers Mutual Bank
 U Bank
 Unibank
 VMG

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