Lead triage and pipeline assignment drafts
Designed around a clear trigger inside Salestrekker, a reviewed AI draft and a measurable reduction in admin time.
SalestrekkertoReview
Software
Financial advice and mortgage broking software
AI automation for Salestrekker.
Salestrekker is a CRM and workflow tool widely used by Australian mortgage brokers and finance teams. Horizon AI builds reviewed AI workflows that sit inside Salestrekker, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Salestrekker
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Salestrekker
AI workflows that speak Salestrekker's language.
Below are the actual product modules, features and ecosystem partners Salestrekker uses - the AI layer Horizon AI builds slots into these, not around them.
Use AI to drive the Salestrekker 2.0 Kanban pipeline end-to-end. The agent can capture leads, run Conditional Automation to nudge clients through the Client Portal, generate borrowing-power scenarios, collect documents with the Qualifi plugin, layer CoreLogic and Equifax data, then push the deal to lodgement - reaching the '2 hours saved per transaction' Astute Financial reported, across Salestrekker's aggregator footprint of Astute, Outsource Financial, Vow, YBR and Purple Circle.
By the numbers. Salestrekker positions Salestrekker 2.0 as 'the mortgage industry's first single lending, origination and CRM platform' and is rolled out via aggregator partners including Astute, SFG, Outsource Financial, Vow, YBR, Purple Circle, Resolve, MyLocal and Mortgage Australia Group.
Salestrekker modules and features we work inside
Salestrekker 2.0Salestrekker AIKanban PipelineConditional AutomationClient PortalSalestrekker Premium
Other Salestrekker implementation specialists in Australia
- CoreLogic
- Equifax
Horizon AI sits alongside these specialists - not as another implementer of Salestrekker itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Salestrekker AI workflows
First workflows worth automating in Salestrekker.
Each workflow has a defined trigger inside Salestrekker, a reviewed AI step and a measurable change in how the team spends its week.
Application checklist and document chasing
Designed around a clear trigger inside Salestrekker, a reviewed AI draft and a measurable reduction in admin time.
SalestrekkertoReview
Client update drafts during loan progress
Designed around a clear trigger inside Salestrekker, a reviewed AI draft and a measurable reduction in admin time.
SalestrekkertoReview
Pipeline review summaries for principals
Designed around a clear trigger inside Salestrekker, a reviewed AI draft and a measurable reduction in admin time.
SalestrekkertoReview
Compliance task chasing across the practice
Designed around a clear trigger inside Salestrekker, a reviewed AI draft and a measurable reduction in admin time.
SalestrekkertoReview
How the integration works
AI inside Salestrekker, not bolted on top.
Salestrekker integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Salestrekker into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
SalestrekkerSource
Reviewed draftReview gate
SalestrekkerAction
- AI Summary drafted review
- OK Salestrekker update prepared queued
Often paired with
Software we build Salestrekker workflows alongside.
Best fit for
Salestrekker sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Salestrekker, the sector landing page covers the full software stack we build around.
Common questions
Salestrekker AI automation, answered.
Can Horizon AI integrate with Salestrekker?
In most cases yes. Salestrekker exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Salestrekker?
No. Salestrekker stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Salestrekker.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Salestrekker?
Tell us the Salestrekker workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.