Chief 2.0

27 articles

ABN Search

When adding a new company—either as a Contact or as the Employer for a client—you can use the ABN Search function to automatically populate company details. Searching by Company Name 1. Click Add New…

Updated by Caroline Pollard

Client Portal Experience

Getting started with the Client Portal in Chief 2.0 is simple and designed to create a seamless experience for both you and your clients. Follow the steps below to make the most of its features. Step…

Updated by Caroline Pollard

Company/Trust Structures in Chief 2.0

View Video Guide Some loan applications use a Company or Trust structure, where the borrower and security owner is a Company or Trust, and the guarantors are the Company’s directors or the Trust’s be…

Updated by Caroline Pollard

Creating Compliance Notes

View Video Guide Chief 2.0 provides flexible options for recording compliance notes, helping ensure consistency, accuracy, and audit readiness across your deals. Below is a guide on where to add note…

Updated by Caroline Pollard

Downloading lender serviceability calculators

View Video Guide Help link: (AU) Downloading and using pre-populated lender serviceability calculators | Salestrekker Help Center There are three ways to download lender serviceability calculators in…

Updated by Caroline Pollard

How referral partners login and use the portal

Chief 2.0 includes a Partner Portal designed to keep you connected with your business partners and streamline referral management. Referral partners can: · View deals they are linked to · Access and…

Updated by Caroline Pollard

How to Add a Loan Account Number and Lender Reference Number

Important note upfront The Post to Commissions function is not operational in Chief 2.0. This is not a bug — the commissions software has not been connected to Chief, nor was it connected in 1.0. Bec…

Updated by Caroline Pollard

How to Correctly Set Up Your Email Signature

(Avoid Base64 Encoding) In this guide, you will be guided through how to correctly set up your email signature, so your logo or image is not encoded in Base64. View Video Guide Why this matters for e…

Updated by Caroline Pollard

How to make your workflow faster and easier

We’re excited to share some of the latest enhancements in Chief 2.0, designed to streamline your workflow and save you time. View Video Guide Copy Email to Notes – Now More Accessible. The Copy Email…

Updated by Caroline Pollard

How to pause and manage deals

We've created a quick guide to help you understand how to pause and unpause deals, and how to locate paused deals when needed. View Video Guide How to Pause a Deal. Open the Deal Card. Click Change D…

Updated by Caroline Pollard

How to set up email and SMS automations

You can automate client communications in Chief 2.0 by setting up email or SMS automations. This process uses a two-part automation setup, allowing you to easily enable or disable the automation for…

Updated by Caroline Pollard

How to setup stale automations

Stale automations are a powerful way to keep deals moving and ensure nothing falls through the cracks. This guide will walk you through how to set them up effectively in Chief 2.0. View Video Guide W…

Updated by Caroline Pollard

How to update a deal status

View Video Guide To get started, open any deal and click into the deal card. From there: Select "Change Deal". Click "Change Deal Status". What’s Changed. Previously, deal progression was limited to…

Updated by Caroline Pollard

How to use Chief 2.0

Refer to the Knowledgebase articles here. Use the built-in Helpdesk/chatbot. Click the button in the top right corner to open up the chatbot in the bottom right of your screen. For any software issue…

Updated by Caroline Pollard

How to use Equifax integration

Getting Started with Credit Checks. The first and most important step is ensuring you have a signed Credit Guide and Privacy Disclosure on file. Required Client Details. Next, navigate to the Home Lo…

Updated by Caroline Pollard

Manually updating deal status

In the past, users were only able to manually apply the Settled status to a deal card. This functionality has now been expanded to provide greater flexibility when managing your deals. You can now ma…

Updated by Caroline Pollard

Mastering Files in Chief 2.0

Managing documents efficiently is essential for smooth processing, compliance, and a better client experience. In Chief, the Files section is the central hub for every document linked to a deal. View…

Updated by Caroline Pollard

Moving Deals Across Workflows

View Video Guide There are a few different ways to move deals across workflows, depending on what suits your workflow best: Option 1: Drag and Drop (Quickest) Click and hold the deal tile. Drag it in…

Updated by Caroline Pollard

Partner referral setup in Chief

Setting up a referral partner in Chief allows you to collaborate with external partners, share deals, and manage referral notifications efficiently. Follow the steps below to configure your Partner R…

Updated by Caroline Pollard

SMSF Structure in Chief 2.0

View Video Guide An SMSF transaction generally involves two trust structures and individual guarantors : 1. Bare / Holding / Custodian Trust (and Trustee) Holds the security property on trust for the…

Updated by Caroline Pollard

Saving in Chief 2.0

View Video Guide When you open a deal and navigate to Home Loan Tools , you’ll notice three buttons at the bottom of the page: Previous , Save , and Next. · The Save button will save any changes made…

Updated by Caroline Pollard

Set up Dashboard Videos and Flow Videos

Here's a step-by-step guide to setting up Dashboard Videos and Flow Videos within the Client Portal in Chief 2.0. View Video Guide Getting Started. To begin, navigate to: Settings → Account Settings…

Updated by Caroline Pollard

Updating referral partner details

Managing your referral partner information in Chief 2.0 is now easier and more flexible. Previously, any changes to referral partner details had to be completed by the Chief team. With the latest upd…

Updated by Caroline Pollard

Using Multiple Tabs

View Video Guide Some users prefer working across multiple Chief 2.0 tabs. Please note: If you open a second tab by logging in again to Chief 2.0, this will automatically log you out of your first ta…

Updated by Caroline Pollard

Using Policy AI

Policy AI in Chief 2.0 allows you to quickly ask questions about lender policies and receive AI-generated guidance. View Video Guide To Access Policy AI: On the side panel, click Library. Select Poli…

Updated by Caroline Pollard