Without a doubt about a fast summary of your company

Without a doubt about a fast summary of your company

Given that website for AFG Suite, Dashboard is linked to all the apps within AFG Suite and shows all of the important info you significance of every day. Dashboard showcases helpful information such as for instance your help group details, status of help needs with AFG, training information, upcoming activities, latest news and more.

Dashboard shows a listing of information off their services and products in AFG Suite and solutions from AFG

See an instant general snapshot of the company profile along with other information that is important

Drag and drop widgets to customise the design to the way you desire to work

Workflow management designed for agents.

Your opportunities begin and complete with Pipeline. Show and handle all of your present possibilities and applications in one spot by having an intuitive card-based graphical user interface. Pipeline was designed and engineered in assessment with this top home loans to appeal to changing work-habits of contemporary agents.

Simplified and intuitive workflows suggest you may spend your own time managing your organization, perhaps maybe not your admin.

Solitary client view across all contact and loan information

Drag and drop client cards to succeed consumer applications

Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements

Automated workflows to progress client applications centered on loan provider back-channel communications

Process-driven activity templates for wide-range of loans

Full-integration and data-synchronisation with FLEX

AFG’s technology platform that is industry-leading

FLEX, offers an advantage that is unique you in delivering superior service to your visitors. FLEX is just a solitary access point for all you consumer information and items, eliminating the necessity to run numerous programs to do various tasks.

Significantly, it is really not an from the shelf item, it really is regularly updated and upgraded both through Oracle and with the help to our relationship of y our internal IT group and it is supported by our interior Broker help group.

Our award-winning, end-to-end technology platform – the engine room 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 business that is own analyst.

Analytics extracts and analyses every one of visit the information from your FLEX applications, associates and commissions on a day-to-day foundation, upgrading each night so that you have actually the really latest information to hand. With a number of pre-defined reports, Analytics will expel every one of the guesswork, providing you with the understanding to assist you make smarter and faster choices.

With clever reporting on your own business habits and customer data, you’re able to develop better forecasting and counteract any negative company styles before they affect your main point here.

The clever reporting device serving up the right business intelligence in real-time

Access information on discounts lodged, settled, commission re re re payments, profile development, clients and SMART stats

Most of the key indicators you will need – similar to getting your very own company analyst on board

More attributes of FLEX

Inbuilt, enabling advanced level scenario contrast functionality.

The ability to incorporate your internet site, business partner’s systems as well as other party that is third.

Ensure the deal, as well as your group, are on course.

Real time deal monitoring

Automated status updates straight through the loan provider.

Including document generation that is automated.

Comprehensive integration with this award-winning, industry-leading SMART advertising system.

The capability to report and segment that will help you understand and handle your day-to-day procedure.

Protection and Support

Market-leading availability, safety plus it support, including hierarchical access settings at the amount that suit you when it comes to visibility, reporting and commissions.

To assist you with identification, development and analysis of historic, present and predictive views of the company information to provide you with better functional understanding and much more decision making that is effective.

Training library for the home loan industry.

Discover is our very own online assortment of courses, training events and expert development possibilities to make sure you’re the very best broker you will be, because of the business practices that are best in destination, delivering the greatest consumer results you are able to. With tailored learning paths as well as the capability to look at program collection at any true point, we allow you to have got all bases covered in terms of your professional development.

Utilize the filters that will help you get the course you’re wanting, and undertake all courses from your home that is own or, in order to find occasions you’ll sign up for such as PD times and lender training events.

A bespoke learning management system focused on your training and development requirements

Tailored learning paths and extra program libraries at the touch of a key

Trackable and transparent with full training history on display, and in which you store your CPD points.

24/7 help with your knowledge-base

Every AFG broker has usage of our help via phone, e-mail or talk – and Help is simply an expansion of our help providing. Giving you 24/7 usage of our substantial knowledge base, assist is your brand brand new friend that is best when it’s needed many.

Seek out your answer across typical categories to get the appropriate article you may need, if you discover a helpful article you need to refer right back too you’re in a position to proceed with the article and we’ll notify you whenever that article is updated. Assist additionally lets you keep an eye on all your help demands with this help groups, letting you effortlessly keep an eye on the status of one’s needs and acquire updates in realtime.

An knowledge-base that is extensive of across a massive variety of subjects

View the status or produce solution demand straight with your user help group

You’re in a position to follow articles in your account therefore you’re in a position to stay informed with updates

Our internet search engine for loan provider information

Loan providers will be your collection of loan provider and business partner information that is key. It’s fast and it also’s smart; understanding mortgage terminology such as for example LMI and LVR – and expands industry terms for you while you get.

The knowledge runs well through the essentials, also housing marketing materials that will help you attract clients that are new develop your company.

Your online search engine to access most of the loan provider important information at any moment

Goods, policy, associates, calculators, commissions, Lender matrix and marketing materials all within the one destination

Custom built internet search engine that intuitively talks your language

Speed your updates and ask for

Types is just about because it seems – a number of online internet kinds to help make admin a walk within the park. Make management modifications effortlessly and quickly and never have to select up the phone or find the correct e-mail of whom to make contact with. The types are really easy to find and simple to utilize, providing you the satisfaction your home is with in purchase and every thing is as much as date in terms of the running of the company.

An instrument for Approved Officers to create administrative modifications with simplicity

Easy web forms to incorporate or eliminate agents and staff, or modification referrer details

Make changes to banking account details and payment splits without any fuss

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 AFG’s device that will help you handle and increase your pipeline with regards to referral company. Refer can help you streamline the lead procedure, something both you along with your referrers may use where leads are delivered through electronically for you then immediately populating into FLEX. Working well for recommendation sources both with and without payment structures in position, referrers can effortlessly monitor the status of company they will have passed away your path, from initial contact all the way through to settlement. From the consumer front side, consumers will also be notified via an automatic e-mail from their referrer you shall be in contact and also to expect your call.

The device may also enable you to fulfill all the information to your NCCP obligations kept in the best destination when it comes to your referrer register. It simply couldn’t be easier, assisting streamline your procedures and helping fuel this essential supply of brand new clients.

Your custom-built referral management device enabling you to monitor your recommendation company

A simple to operate solution that is digital both you and your referrers the best visibility at every phase

You don’t need to double handle or re-key with leads packed into FLEX, all saved well that will help you meet your conformity responsibilities.

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