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Advice and answers from the Salestrekker Team

Search results for:payment billing charges fees costs subscription plan

Credit Quote
home loans: asset finance: Fees and charges are added from the "Add new" button… home loans: asset finance: Once you've completed the details of all added fees/charges, click… home loans: asset finance: If you are adding fees and charges for the first time, the '
Organisation Settings
On this screen you can: Add or change payment method (card details) Remove payment method… From Settings > Organisation > Billing details tab, click the 'Remove payment method'… Billing Details
Home Loan Tools
This will trigger a recalculation of the Stamp duty, fees, LMI, and total funds based on your new entries… Loan ownership In the Summary section you can review the: Monthly costs values… Servicing values Total short term (3y) and full term costs values Comparative savings
Broker Tools in Salestrekker 2.0 - Frequently Asked Questions
Under the “Compare products” section, “Total fees (C)” field calculates all the fees from the applicable… 2.03 Compare products tab – Total fees (C)… “Total fees (C) figure is way to high under the compare section?"
RP Data
Subscribers to CoreLogic's RP Data can utilize integration by adding their subscription details to Salestrekker
Release Notes 2025
Issue with Financial risk indicator has been fixed in all Deals; The system again retrieves fees… Additional User management actions; Stripe billing method; Stash bug fixes and improvements… Merge keys added in email are containing deal data; Asset finance Commercial Capitalise fees
SMS to email - SMSGlobal
SMSGlobal is a third party service and is not included in the Salestrekker subscription
Quick Tools | Home Loans
will take you to the detailed comparison page, where you can analyse the options, edit the rates and fees… The system will calculate base and total LVR %, Stamp duty, Land transfer fees and mortgage registration… fees
Release Notes 2026
can be assigned to a deal without issues; The system now unlocks the Primary residence running costs… no duplicates of the contact will be made in the process; Final calculation for the "Upfront Fees… Ongoing fees shown in Deals > Compare products > Account keeping fee & Package fee are displayed correctly
Structuring Home Loan Deals
Date of contract and First home buyer / Off the plan (F) fields might be required for Stamp Duty and… Ensure exit and lender fees are added as per your knowledge/estimate