A CRM built for mortgage applications
Salestrekker describes itself as a CRM for finance and mortgage brokers, with broker tools, lender policy search and product types from home loans to commercial on its higher plan. Briefi is not a broking CRM.12
Advisor, head to head
Briefi vs Salestrekker
Salestrekker is a CRM for finance and mortgage brokers: the pipeline, the client portal, lender and data integrations and the broker tools behind an application. Briefi is not a broking CRM. It is the layer for the client conversation: the meeting, the follow-up, document requests and signing. If you need a system to run applications, that is Salestrekker. If your gap is what happens with the client in the room and afterwards, look at Briefi, possibly alongside it.
ReviewedLast reviewed 15 October 2026. Salestrekker facts checked 15 October 2026
Choose Salestrekker if
Choose Briefi if
- You want client meetings prepared, written up and followed up on one record
- You want engagement letters and approvals signed online, from the same place as the meeting
- You want a recap and follow-up drafted from the meeting itself
At a glance
Briefi Advisor and Salestrekker, side by side
What each does today. Every line about Salestrekker links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Salestrekker | |
|---|---|---|
| Clients | ||
| Client portal | Briefi AdvisorAdvisor plansOff by default for each workspace; switch it on where you want it | SalestrekkerYesClients sign in by email link and SMS code, enter data that fills the application, and view their deal4 |
| Collecting client documents | Briefi AdvisorYesDocument requests: ask for what you need, see what has come back, chase the rest | SalestrekkerYesDocuments are sent and received through the portal4 |
| Online signing | Briefi AdvisorYesDrawn or typed signature, templates, a certificate page on the signed PDF | SalestrekkerAt extra costeSignatures carry additional costs to the subscription3 |
| Work | ||
| Tasks and reminders | Briefi AdvisorYesAn action register with an owner on every action; reminders on Pro and up | SalestrekkerYesTasks for team members, with automation that creates notifications, updates and reminders1 |
| AI writing | Briefi AdvisorMeeting recaps and follow-upsWritten from the meeting; the follow-up goes from your own mailbox once you approve it | SalestrekkerApplication notesDrafts submission notes and compliance comments5 |
| Connections and data | ||
| Integrations | Briefi AdvisorCRM push and calendarSends meetings to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365 on Pro and up | Salestrekker28 listedIncludes CoreLogic, Equifax, illion BankStatements, Pricefinder, ApplyOnline and Mercury6 |
| Where your data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | SalestrekkerStored in AustraliaThe hosting provider is not named3 |
Yes, todayPartly, or on another planNoNot stated
Salestrekker runs the application. Briefi runs the client conversation. Only lines that Salestrekker’s own pages say something about are scored, and its pages were read for this comparison on the date shown.
Where Salestrekker wins
When Salestrekker is the better choice
If any of these decides it for you, Salestrekker is likely the better fit today.
Lender and data connections
Salestrekker lists 28 integrations, among them credit, bank statement, property data and lodgement tools. Briefi sends meetings to a CRM but has no lender or credit-bureau connections.6
A stated SOC 2 Type 2 certification
Salestrekker says it holds a current SOC 2 Type 2 certification and that its data is stored in Australia.3
A client portal that feeds the application
What a client enters in the Salestrekker portal fills in their application, and the application can go read-only once it is submitted.4
Where Briefi is different
The meeting, the follow-up and the letter on one record.
Briefi does not replace your broking CRM. It covers what happens with the client around it.
- Meetings prepared and written upMeetings
A brief before you meet, a recap after with decisions and actions that have an owner, and a follow-up drafted for you to check and send from your own mailbox.
- Signing alongside the meetingSign
Engagement letters and approvals are signed online from the same record, and the signed PDF carries a certificate page with names, times and a SHA-256 digest.
- Document requestsAdvisor
Ask a client for what you need, see what has come back and chase the rest.
- Registers and reviewsAdvisor
A register of each client’s loans and policies, with a review journey that tells you when each one is due.
Briefi has no direct connection to Salestrekker; a client list can come across from an export, or through the API. Its identity checks are not available yet, and it does not take payments from your clients.
Pricing
Pricing compared
Briefi is priced by plan. Salestrekker’s figures are as listed on its prices page, which names no currency for them and adds GST. Each plan there has a contact button, and reseller prices may differ; check the page before you decide.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Salestrekker
From From $99.99 a month for each user, plus GST, as listed on their site
- Broker Support: $99.99 a month for each user, plus GST
- Premium Broker: $249.99 a month for each user, plus GST, adding broker tools, more product types, lender policy search and Salestrekker AI
- Enterprise: price on application, with API access and a user management module
- eSignatures and some services carry additional costs to the subscription
- No free trial; a demo is offered
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Salestrekker, asked often
Can Briefi replace Salestrekker?
No. Salestrekker runs mortgage applications, with lender and data integrations. Briefi covers the meetings, follow-up, document requests and signing around them.
Can we use both?
Yes. Salestrekker can stay your broking CRM while Briefi handles the client conversation. There is no direct connection between them, so a client list comes across from an export or through the API.
Does Briefi record client meetings?
Yes. A bot joins Zoom, Teams and Google Meet calls, or you can record in the browser or face to face, and a recap follows. The Salestrekker pages we read do not say whether it records meetings.
Does Briefi charge extra for signing?
Briefi’s pricing page shows what each plan includes for signing. Salestrekker says eSignatures carry additional costs to the subscription.
Where is my clients’ data stored?
In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
Try it
Take one client through a meeting, a follow-up and a signed letter.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Salestrekker come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Salestrekker, home page. https://www.salestrekker.com Checked 15 October 2026.
- 2Salestrekker, prices. https://www.salestrekker.com/prices Checked 15 October 2026.
- 3Salestrekker, FAQ. https://www.salestrekker.com/faq Checked 15 October 2026.
- 4Salestrekker, client portal. https://www.salestrekker.com/features/client-portal-access Checked 15 October 2026.
- 5Salestrekker, AI. https://www.salestrekker.com/features/salestrekker-ai Checked 15 October 2026.
- 6Salestrekker, integrations. https://www.salestrekker.com/integrations Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/meetings. https://briefi.sh/meetings
- B3briefi.sh/sign. https://briefi.sh/sign
- B4briefi.sh/security. https://briefi.sh/security