Stop chasing
Use clear document and follow-up sequences with sensible stop rules.
Mortgage brokingTalk to Johann0402 107 260Book a fit callTHE LENDING SPECIALIST — BROKER SYSTEMS & AUTOMATION
Less chasing.
More broking.
Practical Salestrekker workflow design and automation for mortgage brokers who want clearer processes, consistent client updates and fewer jobs slipping through the cracks.
BROKER OPERATIONS, MADE PRACTICAL
Your CRM should reduce work—not create more of it.
Many brokerages have capable software but still rely on memory, spreadsheets, scattered reminders and manual follow-up. We map the way your brokerage really works, configure the highest-value improvements and test the complete journey before anything goes live.
Led by Johann Bancilhon, a mortgage broker with more than 14 years of industry experience, the service combines real broking knowledge with hands-on workflow design.
Clarify responsibilities
Give every task an owner, due point and escalation path.
Keep clients informed
Send consistent, approved updates at the right milestones.
HOW WE CAN HELP
Salestrekker configured
around your brokerage.
Every engagement is scoped around your existing process, team structure and priorities.
Workflow Review
We examine how your brokerage currently uses Salestrekker and identify the areas creating unnecessary work or inconsistent follow-up.
- Current workflow review
- Bottleneck identification
- Automation opportunities
- Prioritised recommendations
Workflow Setup
We configure practical Salestrekker workflows around your brokerage, communications and day-to-day responsibilities.
- Workflow and stage configuration
- Tasks, triggers and notifications
- Client message customisation
- Scenario testing before activation
Custom Automation
For brokerages with more complex processes, multiple team members or existing automations that need to be repaired or refined.
- Tailored workflow design
- Team ownership and escalation rules
- Duplicate-message prevention
- Ongoing optimisation options
WORKFLOW LIBRARY
Start with the work
that steals your time.
Each workflow defines its trigger, owner, recipients, stop rules, exceptions and manual takeover.
Document Collection
Structured requests, reminders, missing-document tasks and escalation rules that reduce manual chasing.
→Application Updates
Approved client updates at selected milestones, internal tasks and overdue alerts.
→Team Coordination
Clear task ownership, escalation and completion rules for brokers and processors.
→Enquiry & Appointment
Acknowledgements, booking follow-up and appointment reminders for a more consistent first response.
→Settlement & Aftercare
Settlement tasks, check-ins, review requests and future review reminders.
→Referral Partner Updates
Permission-based milestone updates that protect privacy and strengthen professional relationships.
→A CONTROLLED IMPLEMENTATION
Designed and tested before activation.
No “set and forget” surprises. Your team approves the messages, recipients and behaviour before activation.
Map the real process
Identify bottlenecks, responsibilities and the highest-value changes.
Build to an agreed scope
Configure supported Salestrekker workflows using test records wherever possible.
Check normal and edge cases
Test replies, cancellations, duplicate records, backwards stages and absent staff.
Launch carefully
Activate the approved workflows gradually and check the first real cases.
CONFIDENTIAL BY DESIGN
Your systems, your data and your client relationships.
Other brokers need to know their database and business processes are protected. Every engagement is scoped around access control, confidentiality and approved data handling.
No client solicitationYour brokerage's customers remain your customers. Their information is not used for The Lending Specialist's lending business.
Minimum necessary accessAccess is limited to what is needed for the agreed work and removed when the work is complete.
Controlled data handlingIdentifiable client information is not sent to external AI services without specific approval and appropriate arrangements.
Broker approval before activationClient-facing messages, recipients and automated behaviour are reviewed before going live.
LET'S REVIEW YOUR SALESTREKKER SETUP
Find the places your brokerage is losing time.
Tell Johann how your brokerage currently works, where the process is breaking down and what you would like Salestrekker to do better.