Salestrekker

Use Notes, Tasks, Files, Client profile or Broker tools to capture all necessary informations and updates about a deal

Deal View

Cannot see user to add as a deal owner, deal team member or task assignee.

Assign Team members to a deal so non-admin users can see and access ticket and also receive all Deal notifications and updates

Remove a client from a deal. Remove guarantor from a deal.

Changing the order of clients in your deal. Switch second and first applicant.

Verifications of phone, email, address, credit checks, ABN lookup, social profile, income and expenses and property searches.

Employment & income types and how to set them up in your deals, step by step

Changes to expense categories, multiple households and expense buffers

How to add guarantors in deal and how they affect servicing, buffers and document production

How to link married and de facto partners

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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