Monitor the properties behind your trail. Track property values, identify potential equity and market activity, and uncover natural reasons to reconnect with existing clients.
Stash for Mortgage Brokers
Turn your loan book into your next opportunity
Loan Book Monitor
Your trail shouldn’t just sit in your CRM
Upload your loan book or connect your CRM. Stash matches client addresses to properties and turns your existing trail into live property intelligence you can monitor over time.
Connect Stash with SalesTrekker
Bring the property intelligence behind your loan book into your existing SalesTrekker workflow.
Connect client and property records with Stash to monitor property values, identify potential equity and surface opportunities to reconnect — without managing another disconnected database.
Keep your broker workflow. Add live property intelligence.
✓ Keep Your Existing Workflow
Continue managing clients and loans in SalesTrekker while Stash adds property intelligence.
✓ Enrich Client Properties
Connect property records with estimates, sales history, market activity and property intelligence.
✓ Monitor Your Loan Book
Track the properties behind your trail and surface meaningful changes over time.
✓ Find Reasons to Reconnect
Use property and market events to identify relevant client conversations and follow-up opportunities.
From Loan Book to Opportunity
Turn property changes into client conversations.
Connect your loan book to Stash and use property intelligence to identify clients and properties worth reconnecting with.
New Business
Find your next lending opportunity
Go beyond your existing loan book. Use Stash to identify property owners relevant to your lending strategy, or connect with buyers agents working with active property buyers through Find a BA.
Search and segment properties by location, property type, estimated value, sales history, ownership period and market activity, then turn your search into targeted outreach or build referral relationships with buyers agents across Australia.
Two ways to find your next client.
✓ Search & Segment Properties
Use property and market data to identify properties relevant to your lending strategy.
✓ Build Targeted Campaigns
Turn property searches into prospect lists and targeted direct-mail outreach.
✓ Connect with Buyers Agents
Use Find a BA to connect with buyers agents working with active property buyers across Australia.
✓ Build Referral Relationships
Create another channel for reaching potential borrowers earlier in their property journey.
Equity Opportunity
Understand the property behind every loan
Give brokers a clearer view of the property securing the loan.
Use property estimates, comparable sales, market trends, imagery and location intelligence to understand the property and surrounding market.
Give your team more context before a review, refinance or lending conversation.
Property Estimates
Access current property estimates and understand how estimated value has changed over time.
Comparable Sales
Review nearby comparable transactions and recent market evidence.
Suburb Intelligence
Understand price growth, market trends, sales activity and the surrounding suburb.
Sales & Market History
Review previous sales, market activity and available ownership history.
Client Opportunities
Never miss a reason to reconnect
Property and market activity can create natural reasons to speak with an existing client. Stash helps surface those opportunities across your loan book.
Equity Opportunity
Identify properties where estimated value growth may have created additional client equity.
Property Value Growth
See when a client’s property estimate has moved significantly since purchase or your last review.
Property Listed
Know when a property connected to your loan book appears on the market.
Nearby Sale
Use nearby sales as a reason to share an updated view of the local property market.
Ownership Milestones
Find clients who have owned their property for a set period and may be ready for a lending review.
Investor Opportunities
Identify clients and properties that may warrant a conversation about their next property purchase.
Market Movement
Monitor changes in local values and market conditions across the properties in your book.
Comparable Sales
Give clients relevant comparable sales and market evidence when discussing their property.
Client Campaigns
Turn property insights into segmented client campaigns and follow-up workflows.
Connect Your Workflow
Bring property intelligence into the tools you already use
Start with a CSV upload or connect Stash to your CRM, broker platform or existing workflow.
Keep your broker workflow where it is while Stash adds property intelligence behind the scenes.
CONNECT YOUR DATA
One loan book. Live property intelligence.
✓ Match Client Properties
Match client addresses in your loan book to the correct Australian property.
✓ Enrich Your Loan Book
Add property estimates, sales, market and location intelligence to client records.
✓ Access Property Estimates
Keep property intelligence current and surface meaningful changes over time.
✓ Connect to Your CRM
Use Stash alongside your existing CRM and broker workflow.
✓ Create Client Segments
Group clients using property, market and available loan-book information.
✓ Automate Follow-up
Use property events to create tasks, campaigns, reports and follow-up workflows.
Turn property data into a better customer workflow
Validate leads, understand sites and quote faster with property intelligence built into the tools your team already uses.
Built by the team behind Pricefinder • 20+ years in property data • 13M+ Australian properties
