It plugs into what you already use.
Publish to your WordPress site, run campaigns through Mailchimp, ask Charli from WhatsApp, save drafts to Outlook, and post to every social channel from one place. Groups get a Partner API and an embeddable chatbot.
Connected
WordPress
The Cynario connector plugin publishes Alex's articles straight to your site. Install the plugin, paste one key, done. Alex
Mailchimp
Audiences and campaign drafts sync both ways, so the email half of a campaign lands in the account you already run. Campaigns
Ask Charli from the number you already use. Send the scenario and get the lenders that fit on policy, each with the policy wording that decided it and its live rate, in the chat. For brokers
Outlook
Client emails Alex drafts, referencing the specific lender policy, saved to your Outlook drafts for you to send.
Social channels
Instagram, Facebook, LinkedIn and Google Business Profile, connected once from the Social Media tab.
Partner API and chatbot
For groups and aggregators, scenario answers inside your own systems and an embeddable chatbot for a portal. Broker groups
Install a plugin, paste a key, publish.
The Cynario Website Connector is a small WordPress plugin. Install it from the platform's download link, paste the key it gives you, and Alex can publish articles and images to your site without you logging in. It works on every WordPress host.
- Two-minute install, no developer needed
- Articles arrive with images in your media library
- Test the connection from the settings page any time
| Check | Result |
|---|---|
| Plugin reachable | Yes |
| Key accepted | Yes |
| Last article | Know your grade before you ski, 21 Aug 2026 |
Live policy research inside SalesTrekker 2.0.
Cynario's strategic partnership with Salestrekker towards Policy AI makes SalesTrekker 2.0 the only mortgage broking CRM with live lender policy research built directly into the client file. Brokers using SalesTrekker 2.0 can ask Charli a policy question without leaving their client record: no tab switching, no copy-pasting client details, no separate login. The full DealFit policy intelligence layer is embedded inside the CRM workflow you already use.
| Capability | What it means for users |
|---|---|
| Single-point workflow | Research lender policy from inside the client file. No second browser tab, no second login. |
| Live policy data | Policy AI pulls from the same real-time, authorised lender data that powers Cynario directly. |
| DealFit intelligence in-CRM | Full client scenario analysis; LVR, income type, entity structure, postcode, documentation pathway. Inside SalesTrekker 2.0. |
| Aggregator-agnostic responses | Policy responses are based on lender data alone, independent of any aggregator panel or commercial preference. |