Advice and answers from the Salestrekker Team

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Choose or change subscription plan; Change card details; Cancel subscription

Change Payment and billing details. Change user plan, buy additional credits. Change payment method. Cancel main subscription… Choose or change subscription plan… When your trial is over, the owner will log into their account, and jump to Settings > Plan and billing

Activate WebloanQ and pricing

WebloanQ is a paid subscription service with the following costs: Recurring monthly subscription… This action requires a credit card for a monthly subscription payment and ongoing usage of open banking… To activate WebloanQ in Salestrekker settings in the billing tab

All additional charges and payments in Salestrekker

How much does it cost: SMS sending, phone renting, electronic signatures (Annature), partner portal… In Salestrekker on top of your main subscription there are additional costs… For these features you are going to be billed on top of your subscription, regardless of a plan:

Salestrekker Pricing

What are the costs and where can I find information about different Plans… that are going to be billed on top of your subscription, regardless of a plan: Phone line: $29.99… on our website: www.salestrekker.com Please note there are additional costs for these features

Why did I get two invoices - one for Mortgage Broker and one for Loan Processor

Seems I was billed twice - Mortgage broker and Loan Processor subscription two invoices explained… This is how automatic billing is set to bill on Mortgage broker plan… in two charges - core one $59.99+GST which is counted in Loan Processor invoice and Mortgage Broker add-on

How to manage the number of billable users, partners and phone lines

How to add or remove Users and Partners from subscription and billing list. How to rent and un-rent phones… In Settings > Plan and Billing details tab you will be able to see the number of Users, Partners and… Users are being billed as part of main subscription based on chosen plan

Payment processing and Stripe User credits

If I remove users, partners and phones will my account be reimbursed. When I change billing details when will I be charged less… For example, if you had annual subscription for 10 users on our $39.99 plan you were invoiced: 10 users… providing the technical, fraud prevention, and banking infrastructure required to operate on-line payment

Expenses

Changes to expense categories, multiple households and expense buffers… Private education costs Private education fees, private education uniforms. Not in HEM… Phone, internet & pay TV Fixed and mobile phone, home and mobile internet, Pay TV subscription

Credit Quote

Fees and charges are added from the "Add new" button… Once you've completed the details of all added fees/charges, click the "Save" button… If you are adding fees and charges for the first time, the "Download document" option will remain locked

Total cost of loan

How we calculate total loan cost… are upfront and settlement fees Periodic fees are monthly or annual fees Repayment and Periods… years (B) These values are presented in the Compare loan products tab in broker tools: Total costs