Spotlight on Salestrekker: The CRM for mortgage brokers looking to succeed

by | Sep 9, 2022

Why do we (and so many of our clients) love Salestrekker CRM for their mortgage broker business?

Well, we might be a little biased, but we think it’s simply the best on the market for today’s mortgage broker who wants to do business better.

Before we dive into why, as a mortgage broker coach (who has tried plenty of CRMs in my time) I see Salestrekker as a standout CRM for my clients, let’s remind ourselves why we even need to think strategically about the right CRM if we want to be in the top 1% of brokers.

How your CRM should be helping you grow your mortgage broker business:

  1. Helping you to easily manage and keep track of your clients and prospects.
  1. Helping you to stay organized and efficient.
  1. Helping you nurture your relationships with clients and prospects.
  1. Helping you generate more leads.
  1. Helping you close more deals.

[If your CRM is not currently helping you do these 5 things, this has just become your most urgent business focus for today!]

Now, onto why Salestrekker helps our clients achieve all of this and more.

Simply put, it was built for mortgage brokers who want to automate their business and free up their time (to grow their business and enjoy their life!). And this is now they help them to achieve this:

  1. Empower your clients – a fully functional and private portal enabling them to upload all of their necessary documentation as part of their application process. Automatic reminders (email and SMS) and update tracking.
  2. Nurture your clients – integrated SMS and email communication capabilities to keep in touch with clients, prospects and leads at every step of their journey. Through Salestrekker you can even do voice calls, share screens and instant chat with clients!
  3. Free up your team – automate all those repetitive tasks to eliminate error and free up your team to close more deals. Salestrekker also includes document automation and e-signature functionality.
  4. Build your business your way – each brokerage is unique and your specific workflows can all be catered for in Salestrekker, as well as branding.
  5. Grow on the go – with integrated iOS and Android applications you can stay in touch with clients from anywhere and offer the best-in-class service you know sets you apart from the rest.
  6. Always have a finger on the pulse – with custom reporting in Salestrekker you can see exactly where your pipeline sits and where you can close more deals.
  7. Stay ahead of the compliance game – privacy, encryption and data issues are all taken care of with industry-leading technology and safeguards so you can ensure you and your clients’ information is protected.

If you’re looking for the best mortgage broker CRM in the industry, Salestrekker meets the challenge – and so much more.

If you’d like to learn more about how I can help you up your game with the right systems and processes in place, contact me today, I can’t wait to help you become one of the top 1% of mortgage brokers. Book your discovery call with me today or fill in this online form for more information.

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.