Salestrekker

Lilly

Milan Mrvic

Tiana

Guidance, manuals, and troubleshooting for ST 2.0.

Salestrekker 2.0

Guide and necessary steps and needed actions to complete when logging in to the Salestrekker 2.0 for the first time.

First time login

Navigating Salestrekker 2.0

How to log in and out of your Salestrekker 2.0 account. How to use 2 factor authentication (2FA) in Salestrekker 2.0

Login/ Sign out and 2FA

Login and password troubleshooting in Salestrekker 2.0

Forgot password / Password reset

How to setup my Salestrekker 2.0 account? How to change my password? How to configure updates and reminders and adjust user interface.

Account Settings

How to complete the mentorship process in Salestrekker 2.0?
Request mentor approval.
Approve/reject mentee applications as mentor.

Mentoring functionality

Basics

How to access Workflows? How to change Workflow views (Board, List, Forecast)? How to filter deals? Deal tile actions.

Deal (Workflows)

Tasks

Task View

Differences between Person and Company type of contacts. How to manage contacts in Salestrekker 2.0

Contacts

Working inside contact details in Salestrekker 2.0

Contact View

How to use reports in Salestrekker 2.0 for your deals, tasks, person and companies. How to filter data and use export options.

Reports

Using quick tools for home loan applications in Salestrekker 2.0

Quick Tools | Home Loans

Search for deals, contacts tasks, workflows and QT scenarios in  Salestrekker 2.0

Search Tool

Accessing and managing In-app notifications in Salestrekker 2.0

Notification Center

How to use the Knowledge Base in Salestrekker 2.0. Find help articles, chat with support agents, and toggle chat feature on and off.

Knowledge Base

Rade Mrvic

Mike

Main Elements

Use designated tabs to capture all necessary information and keep track of progress on a deal in Salestrekker 2.0

Deal View Tabs

How to edit, label and copy deals; how to move deals through workflows and stages; how to change deal status in Salestrekker 2.0

Change Deal

How to add a new or existing person/company in Salestrekker 2.0?

Add Contact

How to send emails from deals in Salestrekker 2.0 How to forward external emails to deal notes.

Send Email

How to send an SMS to a Contact from the Deal View tab in Salestrekker 2.0

Send SMS

Shortcut for most used actions in Salestrekker 2.0

Quick Actions

How to create a Credit Quote and document in Salestrekker 2.0 for Home Loan and Asset Finance applications.

Credit Quote

Mina

Deal View

General use, feel and navigation of Client Profile in Salestrekker 2.0

Client Profile

How to work in broker tools for residential applications in Salestrekker 2.0

Home Loan Tools

Creating and completing asset finance applications in Salestrekker 2.0

Asset Finance Tools

How to create, manage and select different Scenarios in Salestrekker 2.0

Scenarios

How to build a commission group in Salestrekker 2.0. How to select a commission group in deals. Commission contracts

Commissions

Best interest duty requirements in Salestrekker 2.0, broker comments, verification, monthly financial positions, disclosures.

Compliance Comments and Documents

Final review of all important information of your Salestrekker 2.0 deal

Summary

How to download and use lender serviceability calculators in Salestrekker 2.0

(AU) Downloading and using pre-populated lender serviceability calculators

(NZ) Downloading and using pre-populated lender serviceability calculators

How to use lodgements in Salestrekker 2.0: Which gateways are supported? How to activate and manage them? How to use them in deals?

Lodgement

Miles Tomic

Broker Tools

Calculating funding position in broker tools. Doing purchase, refinance, top-up (increase) or equity release loans in Salestrekker 2.0.

Structuring Home Loan Deals

How to structure deal/s for the same clients with multiple securities in Salestrekker 2.0

Deals with same client and multiple securities

Structuring Deals

How to integrate Bankstatements with Salestrekker 2.0? How to request bankstatements from clients?

Bank Statements by Illion

How to prepare, send and complete eSign requests with Annature in Salestrekker 2.0

Annature

How to use Equifax integration in Salestrekker 2.0

Equifax

How to integrate and use Illion credit check. How to get Illion credit report and credit score.

Illion AccessSeeker and CompanyExtract +

How to use RP data integration in Salestrekker 2.0

RP Data

Integrating your Pricefinder account with Salestrekker 2.0

Pricefinder

How to utilize Glass's in Salestrekker 2.0 Asset Finance deals

Glass’s

How to set up and use MailChimp in Salestrekker 2.0

MailChimp

Setup and use of Allianz integration in Salestrekker 2.0

Allianz Insurance

Setup and use of MyConnect integration in Salestrekker 2.0

MyConnect

How to use Stash property reports in Salestrekker 2.0

Stash

How to activate and use ALI group integration in Salestrekker 2.0

ALI Group

How to set up and use Compare Club integration in Salestrekker 2.0

Compare Club

How to setup and use Life Insurance Direct in Salestrekker 2.0

Life Insurance Direct

How to set up and use Credit Fix Solutions in Salestrekker 2.0

Credit Fix Solutions

How to set up and use Campaign Monitor in Salestrekker 2.0

Campaign Monitor

Lucky

Marc

Integrations

How to configure Organization setting in Salestrekker 2.0 and organization details, how to manage users and how to customize appearance?

Organisation Settings

How to set up Client Portal on Salestrekker 2.0. How to share and revoke access to Client Portal.

Client Portal

How to set up the Partner Portal in Salestrekker 2.0 and invite Referrers.

Partner Portal

Learn more about user roles and permissions in Salestrekker 2.0

Roles and Permissions

How to add a new task template? How to add a new document template? How to add a new required document template?

Templates

How to add labels? How to add workflows? How to add deal statuses and deal types?

Process

How to create and use custom fields and custom field groups in Salestrekker 2.0. Organize fields into groups and apply them.

Custom Fields and Custom Field Groups

How to Set Up and Manage Automations in Salestrekker 2.0. Create automations, manage triggers, conditions, actions and troubleshoot issues.

Automation

How to configure Broker Tools in Salestrekker 2.0, how to manage lenders and commissions? How to configure financial buffers?

Broker tools Settings

Setting up premium, finance and BID exceptions

Premium or Finance BID exceptions

Accounts and Identities

How to transfer leads, deals between organisations and users in Salestrekker 2.0 How to embed a web form for leads?

Access Referrals

Salestrekker HQ

Advanced Settings

Setup Enterprise and Enterprise Settings in Salestrekker 2.0, manage sub-orgs, set up professional licenses, configure user accounts.

Enterprise Settings

Enterprise

Understanding Automation Chains and Infinite Loops in Salestrekker 2.0. How to avoid infinite loops? How to troubleshoot issues?

Can one automation start another?

How to input lender accreditations in Salestrekker 2.0. Where to access, how to manage accreditations and what permissions are needed?

Where do you add lender accreditations?

How to setup SMS to email with SMSGlobal?

SMS to email - SMSGlobal

How to use labels for Note templates in 2.0

Labels for Note templates

Release notes of all Salestrekker 2.0 deployments

Release Notes 2024

Release Notes 2025

Ana Babic

Release Notes

Find answers and get help from Intercom Support and Community Experts

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