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Salestrekker extract for Stryd

This guide walks you through the steps to generate a custom Salestrekker extract for Stryd

Salestrekker 1.0

Step 1: Create a New Report

  1. Log into Salestrekker.

  2. Click on Reports in the main menu.

  3. Select Add New to create a new report.

  4. Enter a name for your report.

  5. Click on the A icon to switch to Advanced Reports mode.

Step 2: Add Data Sources

  • Expand Deal Fields by clicking the arrow icon.

  • Click the bullet points to display available data tables.





You’ll now select several data sources to include the relevant information.


  1. Deal – General Information

Select the required fields under Deal – General Information as shown in the below image.

2. Contact 1 – General Information

  • Select all fields required under Contact 1 – General Information as shown below.

3. Contact 1 – Basic Contact Information

  • Add all relevant fields under Contact 1 – Basic Contact Information.

4. Contact 2 – General Information

  • Include all necessary fields under Contact 2 – General Information.

5. Contact 2 – Basic Contact Information

  • Select all relevant fields for Contact 2 – Basic Contact Information.

6. Deal – Home Loan Split

Add the following fields from Deal - Home Loan Split to capture full loan details:

  • Lender

  • Amount 1–6 (to capture all splits)

  • Product 1–6

  • Loan Purpose 1–6

  • Interest Rate Type 1–6

  • Interest Rate 1–6

7. Broker Tools – Security Details

  • Add the fields under Broker Tools – Security Details.

Step 3: Apply a Deal Status Filter

  1. Under Deal Filters, apply a filter for Deal Status = Settled Loans.
    This ensures the extract includes only settled deals.

Step 4: Generate and Export the Report

  1. Click Apply to create the report.
    Salestrekker will update and display the results.


  1. Once loaded, click Export to Excel to download your extract.

 

Salestrekker 2.0

Exporting the data Stryd needs is simpler in this version.

Run and download the following reports:

  • Applicants report
  • Sales report

Providing the data to the Stryd team

To securely provide this data to us, use the Submit a Query form in Stryd Help or via this link Submit a query or issue

Our team will be in touch when the upload has been completed.