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Introducing...

Salestrekker Onboarding Course - Support

Featuring over 15 modules, and over 12 hours of engaging videos, transcripts, and other learning materials

$89.00

(inc. GST)

Sneak peek of what's inside...

Get ready to dive deep into Salestrekker, every step of the way

Intro: Salestrekker Onboarding Process

Creating a Deal & Duplicating a Deal

Adding Notes, Tasks, & Documents

Workflow "Views" & Moving a Deal through the Workflow

How to Setup & Use Filters for Tasks in Salestrekker

How to set up an SMSF application in Salestrekker

Stand out in the brokerage industry

Our course has a specialised training for Mortgage Broker and Support team members. Learn the best practices and tools used by top brokers. Our courses are specifically crafted to help you achieve the following:

  • Gain a deep understanding of market dynamics

  • Master negotiation techniques

  • Build long-lasting client relationships

Let your CRM do the work

Be on top of your sales pipeline, ongoing work, and projects. Salestrekker is designed to assist brokers reach their full potential in:

  • Automating tasks and streamline workflows

  • Gain actionable insights

  • Personalise client interactions

  • Collaborate and communicate with your team

Learn from our Training Manager

AMANDA GLEIG

She helps brokers and their teams to identify and keep track of the training needs, including learning and developing growth plans to maximise everyone’s potential, as well as assisting to implement those plans and coaching teams to increase productivity in their businesses.

What to Expect

TRAINING & DEVELOPMENT

Comprehensive course featuring over 15 modules, and over 12 hours of engaging videos, transcripts, and other learning materials.

CERTIFICATE OF COMPLETION

You will be awarded a certificate to recognise your dedication and mastery of the course material and tools.

PROGRESS REPORT

We will send you progress reports to help you track your performance throughout the training.

Work Better with Salestrekker

With Salestrekker's powerful features, you can stay on top of workflows, sales, and enhance team collaboration, and client relationships.

Want your broker team to receive Salestrekker training?

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