Salestrekker Loan Data Examples

Below are five examples brokers are now running using their Salestrekker loan data.

Post-Settlement Campaigns by Buyer Type 

Here is an example of the settlement journeys tailored to the type of loan your client has taken. 

Investor Settlement Journey 

First Day

Congratulations on your investment property settlement. 

Three Months Later 

How is the investment performing?

Twelve Months Later

Discuss equity opportunities or the next investment. 

If the loan is discharged or repaid, the client automatically exits the journey. Tailoring communication to the loan purpose helps position you as their long-term finance adviser.

Post-Settlement Campaigns by Interest Rate Type 

Segment clients based on whether their loan is fixed or variable.

For your Fixed Rate Clients, focus your emails on:

• When their fixed rate expires
• Preparing for the rate rollover 
• Reviewing refinance options 

For your Variable Rate Clients, focus your emails on:

• RBA rate movements
• How rate changes affect repayments
• Opportunities to review their loan

Targeted RBA Rate Decision Campaigns

Instead of sending a single RBA update to your entire database, you can target communications based on the lender your client currently has a loan with. For example, if a lender moves their rates following an RBA decision, you can email only the clients who currently have loans with that lender. 

For example, at an RBA update, you send this to your clients:

“If you’re unhappy with how Lender X responded to today’s rate decision by moving their variable rate by X basis points, it might be worth reviewing your options. Let’s have a quick chat.” 

This allows you to send highly relevant communications rather than broad market updates that may not apply to everyone.

Personalised Lead Nurture Campaigns 

Lead nurture campaigns can now include personalised information based on the loan purpose or deal details stored in Salestrekker. 

For example, if someone is exploring refinancing, the nurture sequence can include: 

• Guidance specific to refinancing 
• Reminders about the conversation you previously had 
• Tailored next steps 

This allows you to scale personalised communication without manually editing every email.

Campaigns Based on Loan Status or Lender Groups 

You can segment your database using loan data filters such as:

• Discharged loans
• Clients with major banks
• Clients with non-bank lenders
• Recently settled deals
• Refinance opportunities 

Consider emailing all clients whose loans were discharged in the past 12 months to reconnect and discuss their next purchase or refinance.