Among many integration options, Salestrekker can be connected with Flex CRM which is preferred method for AFG brokers to use the most out of both systems.
This integration will push Deal Client Profile information from Salestrekker to Flex by creating a new opportunity. Then you can use Flex tools, commission processing and lender gateways as you are used to.
How to set up
Go to Settings and scroll down to 3rd Party Integrations tab and switch on the Flex integration:
To activate the integration, you will need to enter your Flex Email, Username and Password and then click 'Save' button.
How to use
Users who use Broker Tools and CRM will have access to the "Connect to Flex" section in the "Client Profile" menu. Once all necessary client and new loan information has been entered, accessing the "Connect to Flex" tab will automatically start the integration process and send the data to Flex.
Client fact find and deal information will map as a new opportunity in Flex.
Documents, tasks and most broker tools information will not map to Flex.
Our aggregator enterprise users that are partnered with Flex, will have the integration button located under the 'Edit Deal' menu in Deal View (pen icon).
For aggregator users, please note, sending new opportunities to Flex (and posting to commissions) won't be available if the deal wasn't previously lodged.
Error Troubleshooting
In case there are any missing client or loan details, when trying to Connect to Flex, an error message will be displayed, indicating which required information is missing.
In the case of a "something went wrong" message from the system, an email will be sent to the deal owner with additional information. The email will include an error report as an attachment, providing more information the broker to identify and fix the issue in their deal before pushing it to Flex.