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Advice and answers from the Salestrekker Team

Search results for:import data

RP Data
How to use RP data integration in Salestrekker 2.0… RP data provides property data and analytics info… From settings, go to integration section, 3rd party integrations, and turn the RP data toggle to "ON"​
Roles and Permissions
(export/import functionality); Cannot access Marketing feature; Cannot access broker tools settings… settings (cannot conduct export/import); Master Admin is considered the managing (main) role in… Mentees can access broker tools, create and fill out all necessary data in deals and prepare them for
Broker Tools in Salestrekker 2.0 - Frequently Asked Questions
How to enter data correctly in broker tools. Most common questions about broker tools… loan parameters effect the calculated result the system counterbalance in the background two most important
Contact View
note that if you enter these details in the contact information section first, you will be unable to import… In order to automatically update the contact's finance profile with the most recent deal data… note that if you enter these details in the contact information section first, you will be unable to import
Reports
How to use reports in Salestrekker 2.0 for your deals, tasks, person and companies. How to filter data and use export options… Salestrekker 2.0 to monitor and manage your Home Loan deals, tasks, and contacts (Person and Company) data… This article will walk you through the different types of reports, how to filter data, and export options
Glass’s
After clicking on 'Import' button, relevant fields from the search will be automatically populated in
Enterprise Settings
Import Lenders When you are setting up a user account first time, you can quickly import the full list… Importance of Professional Licenses… Each organization can have its sub-levels, creating a hierarchical structure that aggregates data and
Release Notes 2024
Settings in no longer missing search option; Adding files to deal automation is fixed; RP data… received attachments is functional; Glass's fields are being automatically populated after we import… workflows; Files uploaded to Client Portal are downloading correctly; Hard delete user data
How to clear cache memory on your browser
Command+Shift+Delete on Mac A pop up window will show up, where you select the following options and data… Confirm with the 'Clear data' button It’s recommended to log out and log in again… From there, open the 'Manage Website Data...'
Stash
Stash Property is a digital platform that is used to access property data from a myriad of different… data sources via a single user-friendly property search tool… If you activate the RP Data or Pricefinder integrations, please be aware that they will be utilised in