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Salestrekker logo SalestrekkerFinancial advice and mortgage broking software

AI automation inside Salestrekker.

Keep Salestrekker. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
BrokerEngine logoBrokerEngineOutlook logoOutlookQuickli logoQuickliMercury Nexus logoMercury NexusApplyOnline logoApplyOnlineLoanapp logoLoanapp
Product in action

One email in. Filed, tasked and answered.

AI automation for Salestrekker means reviewed AI agents working inside Salestrekker: filing documents to the right client, raising the task and drafting the reply. It works through Salestrekker's own Salestrekker 2.0, Salestrekker AI and Kanban Pipeline. Your data stays in Salestrekker.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Salestrekker and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Lead triage and pipeline assignment drafts✓
Application checklist and document chasing✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
SalestrekkerDone
OutlookDone
BrokerEngineConnected
Mercury NexusConnected
ApplyOnlineConnected
LoanappConnected
Explore connected software
First workflows

First workflows worth automating in Salestrekker.

Each one has a trigger inside Salestrekker, a reviewed AI step, and a person on the approval.

  • 01 Lead triage and pipeline assignment drafts
  • 02 Application checklist and document chasing
  • 03 Client update drafts during loan progress
  • 04 Pipeline review summaries for principals
  • 05 Compliance task chasing across the practice
Product-specific AI

AI workflows that speak Salestrekker's language.

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 we work inside
Salestrekker 2.0Salestrekker AIKanban PipelineConditional AutomationClient PortalSalestrekker Premium
Other Salestrekker specialists in Australia
  • CoreLogic
  • Equifax

We are the AI layer on top of what they set up, not another Salestrekker implementer.

Often paired with

Software we build Salestrekker workflows alongside.

BrokerEngine logoBrokerEngine AI automationMercury Nexus logoMercury Nexus AI automationApplyOnline logoApplyOnline AI automationLoanapp logoLoanapp AI automationQuickli logoQuickli AI automation
Where to next

Salestrekker sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Salestrekker AI automation, answered.

Can AI handle lead triage and pipeline assignment drafts in Salestrekker?
Potentially. We first confirm what Salestrekker can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Salestrekker features like Salestrekker 2.0 and Salestrekker AI?
The workflow can be designed around Salestrekker 2.0, Salestrekker AI, Kanban Pipeline, Conditional Automation, but a product description alone does not prove direct access. We first confirm what your Salestrekker setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, 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.
Can Horizon AI integrate with Salestrekker?
Potentially. We first confirm the supported access available in your Salestrekker setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Salestrekker?
No. Salestrekker remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
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 applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Salestrekker.

Tell us the Salestrekker job you would rather not do yourself.

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30 min with our Director. No sales rep, no follow-up.