All features to make your work easier
These is a selection of some relevant features that come with your subscription to Basetrekker
Servicing Calculators
Calculators and worksheets when you are on the go
Lender Policy
Lender forms, policy and calculators
Website plug-ins
A website plugin for leads, self service calculators and comparison tools
Client Portal
Give your clients access to their deals.
Conditional Automation
Reduce workload by conditionally automating everything in your process
Partner Portal
Receive leads and keep your referral partners up to date
Customisable Workflows
Create your own workflows and supercharge with automations
Video Conferencing
Make and record video meetings
Data Security Enforcement
Use of MFA, encryption, permissions and monitoring to ensure your data is safe
Detailed User Permission Settings
Refined settings of what users roles can and cannot see in the CRM
Live Support and Knowledge Base
Live chat support six (6) days per week and extensive knowledge articles
Extensive Integrations
Over 50+ integrations that enrich your CRM experience
Open API
Integrate your favorite applications using GraphQL API playground
Personalisation Options
Make Basetrekker look and feel how you or your organisation like it
Webforms and Access Referrals
Use Webforms and Access Referrals to get leads into your website or from other Basetrekker users