Access/Refferal feature has been upgraded by being connected to diversification options as well (for now diversification tools are available only for Home Loan workflows).

Zapier integration is now live. Please read this article for more information.

Access/Refferal feature - This allows for deal(s) and contact(s) information to be exchanged with different Salestrekker organizations. This is available in all workflow types.

Diversification Opportunity feature (some users) - Premium Car Search referral option is now available. You can read more about other diversification opportunities here.

Asset Finance (some users) - We enhanced our Commission group feature with a new “Generic deal user as partner” option to enable commissions to be distributed to existing deal users as referrers/partners.
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Maximum borrowing tab has been reinstated within Broker Tools.

You can now view and save PDFs for Maximum Borrowing within both Broker tools and Quick tools.

Documents can be produced as PDFs using 'Create PDF document' option under Create document(s) section in Deal View.

An option to edit interest rate of product and interest rate discount under Review loan products tab has been enabled.

Links to Knowledge base and Release notes have been added under the Library section.

New iOS application (version 2.2) is now live and available on the App Store. You can find the full list of all upgrades here.
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P.S. Please rate our apps on App Store and Google Play.

New Maximum Borrowing calculations based on lender products.

Save/view PDF for Funding Worksheet and Product Comparison within broker tools.

Deal Owner receives an email with Client Portal link and PIN when client is invited to the portal.

Android 2.0 application is released on Google Play.

Asset Finance (some users) - users can be set as referrers.

Asset Finance (some users) - show commission split on settlement screen.

When active, filters are more prominent with blue background badge displaying on screen.

When marking deal as paused, a task is set to remind of the paused deal. Task is auto-set on + 6 months (this can be manually adjusted each time deal is marked as Paused).

Note that some users have noticed system slowdown around 10AM and 4PM Sydney time. The cause of these was a regular server backup. To rectify these issues, we are now moving server back-ups to 3AM Sydney time.

We modified new Client Portal to avoid blank screen issues reported (e.g. user address not added; users adding employment and not linking to the employer prior to sending CP invite to the client).

New Client Portal is deployed.

Risk insurance question appears automatically on Needs and Objectives tab.