FirstAboardIntegrations
Works with the tools mortgage brokers already use
FirstAboard collects the fact-find, then gets it where it needs to go: into your Salestrekker deal, next to the client’s Quickli scenario, and into a conversation with Claude.
CRM
Salestrekker
Push the client’s fact-find into your Salestrekker deal, compliance notes and all.
- Writes the applicants, their finances, needs and objectives, product requirements and your compliance notes into the deal
- Documents and the signed credit guide stay in FirstAboard
- Nothing is lodged: the deal is up to date in Salestrekker, ready for your review
- Ask Claude to do it: it previews what is going across, then pushes when you say go
Serviceability
Quickli
Link the client’s Quickli scenario to their file, so the numbers are one click away.
- A link on the client file straight to their scenario
- Quickli does not take data from FirstAboard, so this is a link, never a push
- Ask Claude to link it while it reads the file
AI assistant
Claude
Connect your own Claude and run your onboarding from a conversation.
- 74 tools inside FirstAboard, from sending the fact-find to pushing the deal into Salestrekker
- Send invitations, reminders and document requests, each one previewed first
- Pull the income off payslips, draft all eight compliance notes, keep the file current
- You pick its permissions, and you can switch it off any time
Bank statements
Open banking
Clients connect their bank through a secure open-banking link you add yourself.
- Frollo, or any CDR-accredited provider you prefer
- Consent-based and bank-grade, built on Australia’s Consumer Data Right
- One tap for your client, right inside the same flow, and no passwords shared with you
Getting to the client
Email and SMS
Invitations, reminders and document requests reach the client where they are.
- Invitations go out by email and SMS, each applicant with their own private link
- Automatic reminder emails nudge clients who stall, with settings you control
- A request for a specific document goes by email and SMS
For the file
Branded PDF summary
Everything the client entered, as one branded PDF for your records.
- A clean summary of the fact-find with your logo and details
- The signed credit guide, the signing certificate and the compliance pack are on the file too
Salestrekker, Quickli and Frollo are trademarks of their owners, and Claude is a trademark of Anthropic, PBC. FirstAboard is not affiliated with, sponsored by or endorsed by any of them.
Questions about the integrations
Does the Salestrekker push send the client’s documents?
No. The push carries the fact-find and your compliance notes. Documents and the signed credit guide stay in FirstAboard.
Does it lodge the application?
No. The push writes the fact-find into your Salestrekker deal, ready for your review. Nothing is lodged.
Can FirstAboard send data to Quickli?
No. Quickli does not take data from FirstAboard. You link a client’s Quickli scenario to their file so it is one click away, and that is all it is: a link.
Which open-banking providers can I use?
Any CDR-accredited provider that gives you a link, Frollo included. You add the link yourself, and clients open it from inside the fact-find.
Do I need a paid Claude plan to use the connector?
You need your own Claude account on a plan that lets you add a custom connector. FirstAboard is free for a limited time, and the connector costs nothing extra.
From the first call to your CRM, without the chasing
FirstAboard is free for a limited time. Leave your details and we’ll be in touch.