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CRM provider Salestrekker and AI-backed policy fintech Cynario have announced a technology partnership to deliver real-time Policy AI within the Salestrekker 2.0 platform, enabling brokers to access integrated policy research without leaving their client file.
The collaboration will embed Cynario’s Policy AI directly into Salestrekker 2.0, providing brokers with an integrated residential policy research solution that allows them to research, analyse, and compare more than 35 lender policies, with coverage expected to grow. The solution also enables brokers to save structured policy notes directly within their client file.
Salestrekker 2.0 users across all aggregator platforms will receive complimentary access to Policy AI until 31 March 2026. The integration is designed to support faster, data-driven decision making, while delivering accuracy and workflow efficiencies for brokers.
Michael Richardson, CEO of Cynario, commented: “We’re proud to work with Salestrekker to deliver Policy AI nationally, raising expectations for precision, productivity and efficiency across the industry.
“Embedding policy research within the platform allows brokers to work smarter, move faster and operate with greater certainty. It’s what our technology is designed for,” Richardson said.
Salestrekker CEO Dalibor Ivkovic said the integration responds directly to broker demand for tailored intelligence embedded within their CRM.
“Brokers want accurate policy information without breaking their workflow. The strategic integration of Salestrekker and Cynario AI elevates the Salestrekker 2.0 experience by embedding policy research exactly where it’s needed – inside the platform – enabling stronger decisions and better real-time outcomes for brokers and their clients,” Ivkovic said.
The launch of Policy AI within Salestrekker 2.0 reflects the industry’s broader shift towards AI-driven guidance and integrated support solutions, as brokers seek to streamline workflows and deliver improved client experiences.
On a recent episode of Broker Daily’s Business Accelerator podcast, Broker Essentials director Jason Back said the era of bolt-on tools is ending, with leading brokerages instead embedding technology into the core of their operations.
“Mortgage brokers are going to have to go from maybe window shopping with their technology in 2025 to actually going in and making a purchase in 2026,” Back said.
“Those that truly integrate technology now… really put good automation in place, using automated workflows… they’re the ones who actually, I think, really should be leaning into technology.”
You can hear more from Back and Alex Whitlock in the latest Broker Daily Business Accelerator podcast here:
Find out more about how brokers can accelerate their processes and take advantage of technology, including artificial intelligence (AI), at the Better Business Summit 2026, run in partnership with National Australia Bank (NAB).
Taking place in every state across March and April 2026, the Better Business Summit will unpack how brokers can take their business to the next level by harnessing technology, formalising processes, and leading with a growth mindset.
Tickets for the Better Business Summit 2026 are available now, but hurry! The event will sell out!
[Related: Cynario launches AI marketing assistant for brokers]