Your Technology · SFG Connect

Built for how brokers actually work.

SFG Connect, powered by Salestrekker 2.0 — an AI-native operating platform included in your flat fee. Not bolted on. Not charged separately. The whole stack, in one system.

26
feature modules
50+
integrations
1
system, end to end
The Platform
SFG Connect

SFG Connect is Salestrekker 2.0, custom-built and branded for the SFG network. You get the full power of Australia's leading broker platform — AI-native, end-to-end — tuned for ExBanqi and included in your flat fee.

Powered by
Salestrekker
AI-nativeEnd-to-end workflowIncluded in $990
The Operating Platform

Four capabilities that run your day.

AI-Powered Intelligence

Automate your compliance documentation.

AI submission notes, borrowing-power analysis and compliance comments generated in seconds — review, edit, submit.

Custom Workflows

Automate your entire loan process.

Unlimited workflow stages, conditional automation and trigger-based actions. Nothing falls through the cracks.

Client Portal

Give clients a premium experience.

Branded portal, secure document collection, real-time application tracking and e-signatures built in.

Multi-Gateway Lodgement

Lodge with any lender. One system.

ApplyOnline, Simpology, Loanapp, Loanworks — all integrated. One-click submission to any lender on panel.

The AI Dividend

A 2,500-word submission note.
In under 10 seconds.

Most aggregators charge $200–$300/month extra for a CRM half as capable. SFG Connect's AI writes compliance notes, client summaries and submission narratives instantly — included in your flat $990.

<10s
To generate a full submission note — versus 30–45 minutes by hand.
216 hrs
Saved per broker, per year — time back for clients and growth.
$21,600
In labour value recovered annually — before you count a single retained commission.
Connected & Verified

Integrated with the data tools you already trust.

Credit, valuations and bank-statement data flow straight into SFG Connect — no re-keying, no separate logins.

Cotality
illion BankStatements
Equifax
Salestrekker
SFG Connect pipeline and Kanban board — visual deal pipeline with drag-and-drop stages, powered by Salestrekker 2.0SFG Connect Deal Overview 360 — full deal context with contacts, checklist, documents and notes on one screenSFG Connect AI submission notes — AI-generated compliance narratives and borrowing power analysis you review, edit and submitSFG Connect client portal — branded document collection and real-time application tracking for a premium client experience
ExBanqi four-layer operating stack: Layer 1 Client Experience (Client Portal, WebloanQ, Video Conferencing, E-Signature, Partner Portal); Layer 2 SFG Connect operational engine powered by Salestrekker 2.0 (AI Intelligence, Custom Workflows, Multi-Gateway Lodgement, Document Engine, Mobile App, 50+ Integrations); Layer 3 ExBanqi Academy growth layer (Peer Network, PD Days, Conferences, Lender Events, Scaling Curriculum, Marketing Tools); Layer 4 SFG Foundation institutional layer (70+ Lender Accreditations, Governance Framework, Compliance Infrastructure, 30+ Years Experience)
Architecture

Four layers. One integrated system.

Each layer reinforces the others — creating an operating environment that compounds in value over time.

Layer 1
Client Experience
Client PortalWebloanQVideo ConferencingE-SignaturePartner Portal
Layer 2 · Operational Engine
SFG Connect
powered by Salestrekker 2.0
AI IntelligenceCustom WorkflowsMulti-Gateway LodgementDocument EngineMobile App50+ Integrations
Layer 3 · Growth
ExBanqi Academy
Peer NetworkPD DaysConferencesLender EventsScaling CurriculumMarketing Tools
Layer 4 · Institutional
SFG Foundation
70+ Lender AccreditationsGovernance FrameworkCompliance Infrastructure30+ Years Experience
Technology Comparison

Included in your $990.
Theirs costs extra and does less.

Capability
SFG Connect
Legacy CRM
AI compliance notes
Included
Not available
Custom workflow builder
Unlimited
Fixed stages
Branded client portal
Full portal
Basic / none
Multi-gateway lodgement
All gateways
Single gateway
Built-in e-signature
Annature
Not available
Open API (GraphQL)
Build anything
Closed
Integration count
50+
10–15
Additional monthly cost
$0 — included
$240+/mo on splits

See the platform on a live walkthrough.

Bring your real pipeline. We'll show you exactly how it runs inside SFG Connect.