Foundation & Compliance
- ·Dedicated specialist assigned
- ·Broker profile created
- ·Compliance review completed
- ·System access granted
0
Days Revenue Downtime
Your Seamless Switch
Switch in 4 weeks.
Keep writing deals the whole time.
A dedicated Transition Specialist coordinates every step — lender accreditations, data migration, platform setup — so you never stop settling. Zero revenue downtime, by design.
Week 1
Week 2
Week 3
Week 4
Data & Platform
- ·Secure data migration
- ·Salestrekker 2.0 configured
- ·Personalised platform training
100%
Trail Book Protected
Early System Access
- ·Early Salestrekker access — get familiar
- ·Lenders fast-tracked via SFG
- ·Trail book fully protected
7–14
Days · Key Lenders Active
Go Live & Thrive
- ·Full system activation
- ·Submit first ExBanqi deals
- ·100% commissions from day one
1
Specialist Dedicated to You
YOUR SWITCH STARTS HERE
BAU WHILE WE…
YOU'RE ALREADY IN
ExBanqi™
Week 1
Week 2
Week 3
Week 4
Foundation &
Compliance
- Dedicated specialist assigned
- Broker profile created
- Compliance review completed
- System access granted
0
Days Revenue Downtime
Data &
Platform
- Secure data migration
- Salestrekker 2.0 configured
- Personalised platform training
100%
Trail Book Protected
Early System
Access
- Early Salestrekker access — get familiar
- Lenders fast-tracked via SFG
- Trail book fully protected
7–14
Days · Key Lenders Active
Go Live
& Thrive
- Full system activation
- Submit first ExBanqi deals
- 100% commissions from day one
1
Specialist Dedicated to You
Who Does What
We carry the load.
You keep your clients moving.
ExBanqi handles
- →Lender re-accreditation across the panel
- →Secure migration of client & deal data
- →SFG Connect setup, workflows & templates
- →Compliance review & system access
- →Personalised onboarding & training
You keep doing
- Writing and settling loans
- Looking after your existing clients
- Collecting your existing trail
- Running your business as usual
- Choosing your go-live date
Writing and settling loansSwitching, Answered
The questions every broker asks.
No. The transition runs in parallel — you keep writing and settling through your existing aggregator while ExBanqi is set up. Zero revenue downtime is the whole design goal.
It's protected throughout and stays yours. From go-live you keep 100% of upfront and trail — every dollar, every month.
Key accreditations are fast-tracked through SFG, typically within 7–14 days, with many new accreditations completed in around 48 hours.
No. A dedicated Transition Specialist coordinates data migration, lender re-accreditation and platform setup end to end. You stay focused on clients.
Plan your switch in one conversation.
We'll map your lenders, your trail and your go-live date — confidentially.