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Getting Started
Home Loans F.A.Q.
Using iPhone App
Using the Salestrekker Android App
Email SPF record
Main Elements of Salestrekker
How to Add / Edit deals?
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Settings
Our data security
Data Export Feature
How to change personal and organization address
Organisation Settings
Adding Lender Accreditation
Why did I get two invoices - one for Mortgage Broker and one for Loan Processor
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Workflows and Deals
How to create and manage Workflows and Stages?
Impact of permissions to deal, contact and task visibility
How to unlock settled deal?
GEM NZ - Refix Imported deals
Managing deals migrated from Baseplate
How to import data
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Tasks
Managing your tasks - checking, doing and completing them
Task reminders and notifications
Task Automation in Salestrekker
Add Tasks in Salestrekker
Create a task template
Broker Tools
Total cost of loan
Cashback (discount) calculator
Offset calculator
Key deal indicators explained
Submitting YBR Essentials/RESI Essentials applications
Credit Quote - March 2020
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Asset Finance Tools
Setting up Pepper Asset Finance
Asset Finance F.A.Q.
Add new Asset Finance deal
Duplicate a home loan deal to asset finance
Asset Finance Quote
Adding Client Profile in Asset Finance Tools
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Integrations
Teamchat Feature
How to utilize Calendly through Salestrekker
How to enable and use Movinghub integration
Access referrals feature
Zapier integration
CashDeck integration
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Client Portal
Interview mode
Sharing separate client portal invitations
Client Portal Settings
Invite client to Client Portal
Creating required document templates
Sharing notes/files and requesting documents/bank statements through Client Portal
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Partner Portal
How to add Partners to a deal
How to issue new password for Partner Portal / Partner forgot password?
Adding Partners (e.g. Referrers)
Partner Portal Settings
Connect - Email, SMS, Phone, Chat
How to build or edit an HTML template
Advanced Marketing
Outlook Integration
Email lenders Supporting Documents.
Google integration
Send Email to Multiple Contacts
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Documents and Files
Combine PDF
Merge organisation logo in documents
DOCX to PDF alignment tips
Compliance Documents Error/Labels
Adjusting Document templates
Edit logo with Pixlr to use in organisation
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Video Conferencing
Meetings - new video conference feature
Video Interview
Video Conferencing
How to turn on/off microphone and camera in Video Conference, how many participants can I add to Video Conference?
How to record sessions and take screenshots in Video Conference?
Collecting Documents via Video Conference
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Release Notes
Release Notes 2020
Release Notes 2019
Automation
Delayed Workflow Automation
Automation Attachments (in Email)
How to automate email and SMS responses?
Creating and managing external notifications (email and sms)?
Automation - Setup and Use
Apply Document Merge to a Deal (Automation)
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Contacts
Best use of Finance profile (under Contact)
ID Document OCR
Fixed Rate Expiry
Export your contacts
Phone, email and address verification
Changing secondary to 1st applicant
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Mobile Apps
Deal summary sidebar - access contact page and copy info to clipboard (currently iOS only)
Add multiple contacts to a Deal in mobile Apps (currently iOS only)
Documents - open, preview, share and store document files from mobile app (currently iOS only)
Edit deal in mobile apps (currently iOS only)
App security - Unlock screen on app opening (currently iOS app only)
Deal tile color options in mobile apps (currently iOS only)
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Verifications
IDsmart - digital verification of identity
Using Equifax in ST- why is Equifax not working for me?