Salestrekker
Salestrekker is an Australian SaaS company providing a unified CRM and loan origination platform for mortgage brokers, finance brokers, aggregators, and lenders, automating the full credit lifecycle from lead capture through lender lodgement and post-settlement management.
- Company typePrivate
- Founded2015
- HeadquartersBondi, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Salestrekker does
Salestrekker is an Australian-headquartered SaaS company that provides a unified CRM, loan origination, and lender lodgement platform for mortgage brokers, finance brokers, aggregators, and lenders. Its core product, currently Salestrekker 2.0, automates workflows across the full credit lifecycle - lead capture, credit assistance, compliance documentation, lodgement to 100+ lenders, and post-settlement client management - with 50+ third-party integrations and native tools such as video conferencing, client portal, and conditional automation. The company extends its platform through sub-brands and add-ons including LoanQ (personal loan and asset finance), Qualifi (website lead capture), Salestrekker AI (compliance, translation, and policy AI), Salestrekker Premium (advanced calculators, property data, AVMs), Basetrekker (API-enabled package for non-Salestrekker CRM users), and Loantrekker (lender-side origination).
The platform is built on AWS infrastructure in Sydney with SOC 2 Type II and ISO 27001 certifications, REST and GraphQL APIs, and TLS 1.2/1.3 with AES256 encryption at rest. Distribution is dominated by Australian aggregator channel partners - including SFG (1,300+ brokers), Outsource Financial (1,500+ users on Salestrekker 2.0), Astute Financial, Purple Circle, My Local Broker, and Mortgage Australia Group - with white-label deployments (e.g., SFGconnect) and direct sales to SMB brokerages as a secondary motion.
The business is monetized through per-user monthly subscriptions, a Premium add-on tier, paid add-ons for e-signature credits (via Annature), and custom enterprise pricing for aggregators. Founded in 2015 and operating from Bondi Junction with development teams in Serbia and Brazil, Salestrekker is privately held and founder-owned (Dalibor Ivkovic, Igor M, Bojan M) with no disclosed institutional funding.
Salestrekker firmographics
Firmographics- Name
- Salestrekker
- Legal name
- Salestrekker Trading Pty Ltd
- Website
- https://salestrekker.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Salestrekker is an Australian SaaS company providing a unified CRM and loan origination platform for mortgage brokers, finance brokers, aggregators, and lenders, automating the full credit lifecycle from lead capture through lender lodgement and post-settlement management.
- Ownership category
- akta.pro rank
Salestrekker industry classification
Industry- Product category
- Loan Origination Software
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231)
- SIC
- Loan Brokers (6163)
- akta.pro primary industry
- Mortgage Lead Generation & Marketing Intermediaries (FSALABAI)
- akta.pro secondary industry
- Channel/Partner Sales Support (Reseller Enablement, Deal Reg) (BPAAADAH)
Keywords
Where Salestrekker is headquartered
LocationHeadquarters
- HQ city
- Bondi
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Salestrekker business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription (Per User): Billed per user per month. Aggregators have their own pricing arrangements. Generic Salestrekker pricing is displayed on the website. Additional costs for eSignatures, ID verifications, and premium solutions.
- Salestrekker Premium Add-ons: Premium tier with enhanced tools including super accurate maximum borrowing calculators, policy search, customizable client portal journeys, property data/reports with AVMs, and advanced API functionality.
- E-Signature Credits: Credits purchased for e-signature functionality using Annature integration. Additional service cost on top of base subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Per User Monthly Subscription |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Salestrekker product offering
Product offeringCore offering
Salestrekker is a CRM and loan origination platform built specifically for mortgage and finance brokers, aggregators, and lenders in Australia. The platform automates the finance pipeline from lead capture and credit assistance through compliance documentation and lodgement to over 100 lenders, and provides post-settlement client management. The current generation, Salestrekker 2.0, combines lending, origination, and CRM in a single unified environment with embedded AI, conditional automation, client portals, and integrations across the Australian lending ecosystem.
Product overview
Salestrekker is a unified CRM and loan origination platform for the Australian mortgage and finance industry, available as a single integrated product. The core offering is the Salestrekker platform (currently in its Salestrekker 2.0 generation), which bundles CRM, lending tools, origination, and compliance into one environment. It is supplemented by complementary products: LoanQ (personal loan and asset finance sub-brand), Qualifi (website plugin for lead capture and calculators), Salestrekker AI (embedded AI with Compliance AI, Translate AI, and Policy AI via Cynario partnership), Salestrekker Premium (add-on with advanced calculators, property data, and API tools), Basetrekker (API-enabled package for non-Salestrekker CRM users), and the Client Portal, Video Conferencing, and Open API modules. Together these products form an end-to-end platform covering lead generation, application processing, lender lodgement, compliance, and post-settlement client management.
Differentiator
Problem solved
Functional benefit
Brands
- LoanQ: Industry leading personal loan and asset finance platform integrated with Salestrekker CRM
- Basetrekker
- Loantrekker
- Qualifi
- Salestrekker AI
- Salestrekker Premium
Products and services
- Salestrekker A complete CRM and loan origination platform for mortgage and finance brokers, aggregators, and lenders that automates the finance pipeline, manages client relationships, provides credit assistance tools, supports lodgement to over 100 lenders, and handles post-settlement follow-up.
- LoanQ A dedicated personal loan and asset finance platform integrated with Salestrekker that helps brokers connect with clients, provide credit advice, produce compliance documents, and submit loans. Part of the Salestrekker ecosystem for personal loan solutions.
- Basetrekker A Salestrekker 2.0 API-enabled package for brokers who do not use Salestrekker as their primary CRM, providing features needed to boost the existing CRM without fully switching platforms.
- Salestrekker AI Embedded artificial intelligence within Salestrekker 2.0 that generates content for loan application submission notes and compliance comments, refines lender product and policy data, and provides multilingual support and real-time policy research via the Cynario partnership.
- Salestrekker Premium A premium add-on tier extending standard Salestrekker with super accurate maximum borrowing calculators with lender Excel sheet population, a policy search tool, customisable client portal journeys, in-built property data and reports with suburb and market insights and AVMs, and advanced API functionality.
- Qualifi A website plugin and iframe for brokers' websites enabling loan applicants to self-service calculators, compare products, and submit leads, with auto-saved data flowing into Salestrekker and LoanQ. Supports home loans, asset finance, personal loans, maximum borrowing, stamp duty, repayment, income, and budget tools.
Quantifiable outcome
- Saves 45 minutes per loan application through AI-generated compliance notes
- +4 more outcomes
Companies that use Salestrekker
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles3 records
Salestrekker technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration33 records
AI capability5 records
Feature10 records
Salestrekker partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and strategic.
- CynariocoreIndustry-leading AI platform for mortgage brokers. Partnership delivers real-time Policy AI within Salestrekker 2.0 platform without brokers needing to leave their client file. Part of Smart Brokers AI Playbook webinar series.
- Astute FinancialcoreFinancial services aggregator with 600+ finance, insurance and financial planning specialists across Australia and New Zealand. Uses Salestrekker and LoanQ integration for intuitive finance platform.
- Specialist Finance Group (SFG)coreMultiple award-winning finance aggregator with 1,300+ broker network. White-labeled as SFGconnect with 100% utilization of Salestrekker.
- Outsource FinancialcoreMulti-award-winning Australian finance aggregator and one of the largest independent finance broking networks. Rolled out Salestrekker 2.0 to over 1,500 users.
- My Local BrokercoreBoutique aggregator with 150 mortgage brokers, staff of 30, and access to 40+ lenders and 500+ products.
- Purple Circle Financial ServicescoreMulti-award-winning mortgage broker aggregator. 140% annual growth acceleration attributed to Salestrekker. Provides equity partnership to brokers.
- Mortgage Australia GroupcoreAggregator partner providing Salestrekker to their broker network.
- AnnaturecoreE-signature technology provider. Fully embedded in Salestrekker for electronic document signing with credit-based purchasing system.
- ApplyOnlinecoreLender gateway for loan application lodgement. One of multiple gateway options integrated into Salestrekker for submitting applications to lenders.
- SimpologycoreLender gateway provider integrated with Salestrekker for loan application submission and backchannel message receipt.
- LoanappcoreLender gateway integrated with Salestrekker for loan lodgement processing.
- LoanworkscoreLender gateway platform integrated for loan application submission from within Salestrekker.
- LoanQcoreIndustry-leading personal loan and asset finance platform. CRM and loan origination platform helping brokers connect with clients, provide credit advice, produce compliance documents and submit loans to 100+ lenders.
- Effi TechnologiesstrategicPartner in Smart Brokers AI Playbook webinar series. CEO Mandeep Sodhi showcased voice AI capabilities for lead qualification and client engagement.
- EquifaxcoreCredit data integration for borrower assessment and creditworthiness analysis within Salestrekker.
- CoreLogicstrategicProperty data and analytics provider integrated for property insights and AVM capabilities in Salestrekker Premium.
Scale indicators14 records
Recent moves6 records
Expansion highlights7 records
Salestrekker competitors and assessment
Company assessmentDirect peers
- BrokerEngine: Australian mortgage broker CRM and workflow platform serving aggregators and brokers with similar loan-origination automation and compliance features; the closest head-to-head SaaS competitor to Salestrekker in the Australian broker market.
- iFoundMy: Australian end-to-end mortgage broker platform covering lead capture, CRM, lender submissions and settlement; competes directly with Salestrekker's value proposition for Australian brokerages and aggregators.
Broad incumbents
- Encompass (ICE Mortgage Technology): The largest US loan origination system, used by major lenders and many large broker operations; a broad incumbent offering comparable end-to-end origination workflows at much greater scale and geographic reach than Salestrekker.
- Mortgage Cadence: Enterprise loan origination platform with configurable workflows for lenders and large brokerages; broader in scope and customer base than Salestrekker, providing a reference point for large-scale vertical SaaS economics in mortgage.
- Total Expert: Customer engagement and marketing automation platform built for mortgage lenders and large brokerages; comparable to Salestrekker on marketing automation but broader in scope and more lender-side than broker-side.
Regional players
- Floify: US-based mortgage point-of-sale platform built for loan officers and brokers with workflow automation, e-signature and CRM features; mirrors Salestrekker's broker-facing product but is focused on the US market.
- SimpleNexus: Mobile-first mortgage POS platform for US lenders and brokers, comparable in broker-workflow orientation to Salestrekker but operating primarily in the US market under ICE Mortgage Technology.
Emerging players
- Bonzo: Marketing automation and CRM platform built specifically for mortgage brokers, overlapping directly with Salestrekker's Qualifi lead-generation and broker-marketing automation features; a focused emerging competitor rather than a horizontal CRM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Salestrekker social profiles
Digital presenceSalestrekker compliance and trust
Trust signalCompliance3 records
Salestrekker financial estimates
Financial estimateRevenue estimate
Valuation estimate
Salestrekker leadership team
Management profileNumber of profiles
Profiles13 records
Salestrekker subsidiaries and ownership
Company hierarchySubsidiaries4 records
Salestrekker funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Salestrekker M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Salestrekker
What does Salestrekker do?
Salestrekker is a CRM and loan origination platform built specifically for mortgage and finance brokers, aggregators, and lenders in Australia. The platform automates the finance pipeline from lead capture and credit assistance through compliance documentation and lodgement to over 100 lenders, and provides post-settlement client management. The current generation, Salestrekker 2.0, combines lending, origination, and CRM in a single unified environment with embedded AI, conditional automation, client portals, and integrations across the Australian lending ecosystem.
Is Salestrekker a public or private company?
Salestrekker is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Salestrekker founded?
Salestrekker was founded in 2015. It employs 11 to 50 people.
Where is Salestrekker based?
Salestrekker is headquartered in Bondi, Australia, in the Oceania region.
How does Salestrekker make money?
Three revenue lines are on record. Subscription (Per User) is the primary driver. The others are salestrekker Premium Add-ons and E-Signature Credits.
Who are Salestrekker's main competitors?
Direct peers on record are BrokerEngine and iFoundMy. Broad incumbents are Encompass (ICE Mortgage Technology), Mortgage Cadence and Total Expert. Regional players are Floify and SimpleNexus. Bonzo is listed as an emerging player.
Does Salestrekker have an API?
Yes. Salestrekker offers a REST and GraphQL API for custom integrations with third-party applications. API key requests must be approved by Salestrekker and the user's aggregator. The API supports role-based data access, and webhooks enable push notifications to external applications for Salestrekker actions configured in Settings/API. Developer documentation is at forms.monday.com/forms/db04e3cd98a3eda5977c6e672ae1248c?r=use1.
What industry is Salestrekker in?
Salestrekker's product category is Loan Origination Software. Its primary akta.pro industry code is FSALABAI, Mortgage Lead Generation & Marketing Intermediaries, with a secondary code of BPAAADAH, Channel/Partner Sales Support (Reseller Enablement, Deal Reg). Its NAICS code is 52231 and its SIC code is 6163.