Broker Tools

Articles explaining use of broker tools in Salestrekker

Dalibor Ivkovic avatar Phillip Djukanovic avatar Zac Munjiza avatar +5
40 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Zac Munjiza and 5 others

Creating SMSF Applications

How to create Self Managed Super Fund (SMSF) application
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Setting monthly position buffers

How to set buffers for monthly position table in Broker Tools and consumer Asset Finance Tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Selecting a Product

Select a preferred product and the lender as well
Matthew avatar
Written by Matthew
Updated over a week ago

Product Related Automated Task Setting

Auto setting tasks for fixed rate, interest only (IO), introductory rate expiry and asset finance term expiry by marking deal as settled
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Lender Document Library

How to find and download lender documents using lender document library.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Switch Process

This process describes steps required to Switch one or more loan splits after loan has settled
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Refix Process

How to Refix a settled loan (New Zealand only)
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

"Change lender" is greyed out for me

Why is change lender option grayed out
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Pre-populate excel servicing calculator

Servicingtrekker: pre-populate lender's excel servicing assessment tool (New Zealand only)
Boyan Todorovic avatar
Written by Boyan Todorovic
Updated over a week ago

Deals with same client and multiple securities

How to structure deal/s for the same clients with multiple securities
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Copy address options in Client profile

How to copy address to reduce data entry
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to set up a refinance deal

What needs to be set up for a refinance application
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to add a split to loan product

How to create application with multiple loan splits
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Top-up vs Equity release

Distinguishing between top up, equity release, refinance and switch/refix applications
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

LMI - calculating lender mortgage insurance

How to use LMI calculators in broker tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

First home buyer

How to set up fields in funding worksheet for first home buyer.
Zac Munjiza avatar
Written by Zac Munjiza
Updated over a week ago

Stamp duty calculation

Mandatory fields for stamp duty calculation
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Verification Table

Completing verification table in Broker Tools/Compliance tab
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Monthly Financial Position table

Explaining elements of monthly financial position table in Broker Tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker Tools - Refinance Analysis

How to use refinance analysis tab in broker or quick tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker tools are grayed out/Cannot access lender gateway

Cannot complete broker tools as some tabs are grayed out and can't access lender gateway (e.g. ApplyOnline)
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Quick Tools

Library feature with Quick Tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Review Loan Products - Loan Amount Error

Review Loan Products - Loan Amount Error
Mike Nikolic avatar
Written by Mike Nikolic
Updated over a week ago

Pepper Resolve

Pepper Money re-assessment of declined deals
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Written by Dalibor Ivkovic
Updated over a week ago

Creating Commission Groups

Commission Groups as required for disclosing broker income in Credit Proposal
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Written by Dalibor Ivkovic
Updated over a week ago

ALI Group diversification option

How to activate and use ALI group integration
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Posting a deal to commissions

How to mark deal as settled and post it to commissions
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Linking contacts as spouses

How to link married and de fact clients
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Diversification Opportunities

How to set up and use Diversification Opportunities feature
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to get past Loan App message when submitting application to AOL

"Some of required minimum Loan App fields are not filled" and "This Lender in Not supported By Loan App"
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Produce Compliance Documents from Broker Tools

How to print a compliance document from a template in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Setting up Compliance Documents

How to rebrand default compliance documents that are added to your account by default
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Mentoring functionality

Using mentoring/approver capability
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Set up Broker Tools

How to setup Broker Tools, add Accreditations and organisation credentials. How to setup/add commissioning groups and compliance documents.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker Tools - Security Details

Using the Security Details Tab in Broker Tools
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker Tools - Maximum Borrowing

Calculate maximum borrowing for the scenario.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker Tools - Using Funding Worksheet

Calculating funding position in broker tools. Purchase, refinance, top-up, equity release, cross collaterised and construction examples.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Broker Tools - Search Loan Products

How to shortlist up to four loan products for comparison.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to create/edit Compliance document templates for Broker tools

Make changes to existing templates or modify your existing ones with data from Salestrekker
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

I don't see "Broker tools" button

I only have "Client profile" and no "Brooker tools" button. How to use broker tools by admin staff.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago