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Indyfin vs Salestrekker

People

IndyfinFinancial Advisory Practice

SalestrekkerMortgage Software

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Financial Advisory Practice

Overview

Focus

Financial Advisory Practice

Mortgage Software

Product

Client acquisition platform for financial advisors.

CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.

Website

Headquarters

Dallas, Texas

Sydney, Australia

Company size

11-50 employees

Founded

2018

2015

Pricing details

Source updated

Oct 29, 2026

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