Since the website for AFG Suite, Dashboard is attached to other apps within AFG Suite and shows all of the important info you requirement for every day. Dashboard showcases helpful information such as for instance your support group details, status of help needs with AFG, training information, upcoming activities, latest news and a lot more.
Dashboard shows a listing of information off their services and products in AFG Suite and solutions from AFG
See a fast general snapshot of the company profile as well as other information
Drag and drop widgets to customise the design to the method that you wish to work
Workflow management designed for brokers.
Your possibilities begin and complete with Pipeline. Show and handle all your valuable current possibilities and applications in one single spot having an intuitive card-based graphical software. Pipeline was engineered and created in assessment with your top lenders to focus on changing work-habits of contemporary agents.
Simplified and intuitive workflows suggest you may spend your own time handling your online business, maybe perhaps perhaps not your admin.
Solitary client view across all loan and contact information
Drag and drop consumer cards to advance client applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to advance consumer applications predicated on loan provider back-channel communications
Process-driven activity templates for wide-range of loans
Full-integration and data-synchronisation with FLEX
AFGвЂ™s industry-leading technology platform
FLEX, offers an advantage that is unique you in delivering superior solution to your prospects. FLEX is really a solitary access point for the client data and items, eliminating the requirement to run numerous programs to do various tasks.
Significantly, it’s not a from the shelf item, it’s regularly updated and upgraded both through Oracle and with the help to our relationship of y our internal IT group and it is sustained by our interior Broker Support group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of the company
Real time item access, inbuilt compliance, reside deal commission and tracking system
Oracle based, bespoke platform fully supported, continually improved and upgraded
It is like getting your very own company analyst.
Analytics extracts and analyses most of the data from your FLEX applications, connections and commissions for a daily foundation, upgrading each night which means you have actually the really latest information handy. With a bunch of pre-defined reports, Analytics will eradicate all the guesswork, providing you the understanding to assist you make smarter and faster choices.
With clever reporting on your own company patterns and consumer data, youвЂ™re able to produce better forecasting and counteract any negative company trends before they affect your main point here.
The reporting that is clever serving within the best business intelligence in real-time
Access information on discounts lodged, settled, commission payments, profile growth, clients and SMART stats
Most of the key indicators you’ll need вЂ“ exactly like getting your business that is own analyst board
More options that come with FLEX
Inbuilt, permitting advanced level situation contrast functionality.
The capability to incorporate your internet site, business partnerвЂ™s systems as well as other alternative party systems.
Ensure the deal, as well as your group, are on course.
Live deal monitoring
Automated status updates straight through the lender.
Including automatic document generation.
Comprehensive integration with this award-winning, industry-leading SMART advertising system.
The capacity to part and report that will help you comprehend and manage your day-to-day procedure.
Protection and Support
Market-leading availability, safety and IT support, including access that is hierarchical at the amount that suit you with regards to presence, reporting and commissions.
That will help you with recognition, development and analysis of historical, current and predictive views of the company information to offer better functional understanding and much more effective decision creating.
Training library for the home loan industry.
Discover is our very own online assortment of courses, training events and expert development possibilities to guarantee youвЂ™re the most effective broker you will be, using the most readily useful business methods in destination, delivering the greatest client results it is possible to. With tailored learning paths plus the capacity to see the program collection at any true point, we assist you to have all bases covered in terms of your expert development.
Make use of the filters that will help you get the course youвЂ™re searching for, and undertake all courses from your home that is own or, in order to find activities you are able to sign up for such as PD times and lender training events.
A bespoke learning management system focused on your development and training needs
Tailored learning paths and course that is additional at the touch of a switch
Transparent and trackable with full training history on display, and for which you shop your CPD points.
24/7 help with your knowledge-base
Every AFG broker has use of our help via phone, e-mail or talk вЂ“ and Help is simply an extension of our help providing. Giving you 24/7 usage of our substantial knowledge base, assist is the brand brand new closest friend as it’s needed many.
Seek out your response across typical categories to get the appropriate article you want, if you learn a helpful article you wish to refer right back too youвЂ™re in a position to stick to the article and weвЂ™ll notify you whenever that article is updated. Assist additionally enables you to record all our support teams to your support requests, letting you effortlessly keep an eye on the status of the needs to get updates in realtime.
An substantial knowledge-base of data across an enormous selection of subjects
View the status or directly create service request with this user support group
YouвЂ™re in a position to follow articles in your account therefore youвЂ™re in a position to stay informed with updates
Our internet search engine for loan provider information
Loan providers can be your library of lender and key company partner information. ItвЂ™s fast and itвЂ™s smart; understanding mortgage terminology such as for example LMI and LVR вЂ“ and expands industry terms in your stead while you get.
The knowledge expands well through the rules, also housing advertising materials that will help you attract clients that are new increase your business.
Your online search engine to access all of the lender information you’ll need at any moment
Goods, policy, associates, calculators, commissions, Lender marketing and matrix materials all into the one destination
Custom built internet search engine that intuitively talks your language
Speed your updates and ask for
Types is almost because it seems вЂ“ a few online internet kinds to help make admin a walk into the park. Make administration modifications effortlessly and quickly and never have to choose the phone up or find the appropriate e-mail of whom to get hold of. The types are really easy to find and simple to utilize, providing you the satisfaction your property is with in purchase and everything is as much as date with regards to the running of the company.
An instrument for Approved Officers in order to make administrative modifications with simplicity
Easy web forms to include or eliminate agents and staff, or modification referrer details
Make modifications to banking account details and payment splits without any hassle
Work easier and much more efficient together with your lovers
With a great deal of the company originating from your valuable referral sources, Refer is AFGвЂ™s device that will help you handle and increase your pipeline with regards to business that is referral. Refer can help you streamline the lead procedure, a tool both you along with your referrers may use where leads are delivered through electronically for you after which immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures in position, referrers can track the status easily of company they will have passed away the right path, from initial contact all the way through to settlement. Regarding the consumer front side, customers may also be notified via an automatic e-mail from their referrer which you shall be in contact and also to expect your call.
The device also can enable you to fulfill all the information to your NCCP obligations saved in the proper spot with regards to your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this essential supply of brand new clients.
Your custom-built referral management device letting you monitor your recommendation company
A user friendly electronic solution offering both you and your referrers the best visibility at each phase
You should not increase re-key or handle with leads packed into FLEX, all kept well that will help you satisfy your conformity obligations.