Given that webpage for AFG Suite, Dashboard is linked to all the other apps within AFG Suite and shows most of the information that is important dependence on your entire day. Dashboard showcases helpful information such as for example your help team details, status of help needs with AFG, training information, upcoming activities, latest news plus much 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 one’s company profile along with other information that is important
Drag and drop widgets to customise the design to the way you like 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 single spot by having an intuitive card-based graphical software. Pipeline was designed and engineered in assessment with this top home loans to focus on changing work-habits of contemporary brokers.
Simplified and intuitive workflows suggest you may spend your own time handling your company, maybe perhaps not your admin.
Single client view across all contact and loan information
Drag and drop consumer cards to succeed client applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to succeed client applications centered on loan provider back-channel messages
Process-driven task templates for wide-range of loans
Full-integration and data-synchronisation with FLEX
AFG’s technology platform that is industry-leading
FLEX, supplies an advantage that is unique you in delivering superior solution to your web visitors. FLEX is a solitary access point for all you consumer information and products, eliminating the necessity to run numerous programs to execute various tasks.
Notably, it’s not a from the shelf item, it really is frequently updated and upgraded both through our relationship with Oracle and with the help of our internal IT group and it is sustained by our interior Broker help group.
Our award-winning, end-to-end technology platform – the motor space of the business
Live item access, inbuilt compliance, reside deal monitoring and payment system
Oracle based, bespoke platform fully supported, constantly improved and upgraded
It is like getting your business that is own analyst.
Analytics extracts and analyses every one of the information from your own FLEX applications, connections and commissions on a basis that is daily upgrading each night which means you have actually the extremely latest data handy. With a bunch of pre-defined reports, Analytics will expel all the guesswork, providing you the understanding that will help you make smarter and faster choices.
Any negative business trends before they impact your bottom line with clever reporting on your business patterns and customer statistics, you’re able to develop better forecasting and counteract.
The reporting that is clever serving up the best company intelligence in real-time
Access information on discounts lodged, settled, commission re payments, profile development, clients and SMART stats
All of the key indicators you will need – exactly like getting your business that is own analyst board
More attributes of FLEX
Inbuilt, enabling scenario comparison functionality that is advanced.
The capability to incorporate your site, business partner’s systems along with other party that is third.
Make sure the deal, as well as your group, are on the right track.
Real time deal monitoring
Automated status updates straight through the loan provider.
Including automatic document generation.
Complete integration with your award-winning, industry-leading SMART advertising system.
The capability to report and segment to assist you realize and handle your day-to-day procedure.
Protection and Support
Market-leading availability, protection plus it support, including access that is hierarchical at the amount that suit you when it comes to presence, reporting and commissions.
To assist you with recognition, breakthrough and analysis of historic, present and predictive views of the company information to provide you with better functional understanding and much more effective decision generating.
Training library for the home loan industry.
Discover is our very own online assortment of courses, training events and expert development possibilities to guarantee you’re the very best broker you may be, aided by the most readily useful company methods in destination, delivering the most effective client results it is possible to. With tailored learning pathways and also the capability to see the program collection at any point, we allow you to have all bases covered with regards to your expert development.
Make use of the filters that will help you get the course you’re looking, and undertake all courses from your own own house or workplace, and locate occasions you’ll create such as PD times and lender training events.
A bespoke learning management system specialized in your development and training requirements
Tailored learning paths and extra course libraries at the touch of a key
Trackable and transparent with full training history on display, and in 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 chat– and just help is an expansion of y our support providing. Giving you 24/7 usage of our substantial knowledge base, assist will be your brand new friend that is best as it’s needed many.
Seek out your answer across typical groups to obtain the appropriate article you’ll need, if you learn a helpful article you intend to refer right back too you’re in a position to stick to 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 teams, enabling you to easily keep an eye on the status of one’s needs to get updates in realtime.
An knowledge-base that is extensive of across an enormous variety of subjects
View the status or produce solution demand straight with your user help team
You’re able 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 can be your collection of loan provider and business partner information that is key. It’s fast and it’s smart; understanding mortgage terminology such as for example LMI and LVR – and expands industry terms for you while you get.
The details runs well through the essentials, also housing advertising materials to assist you attract clients that are new grow your company.
Your online search engine to access all of the lender important information whenever you want
Goods, policy, connections, calculators, commissions, Lender marketing and matrix materials all within the one spot
Custom built internet search engine that intuitively talks your language
Speed up your updates and ask for
Kinds is more or less because it appears – a series of online internet kinds to help make admin a walk within the park. Make management modifications effortlessly and quickly and never have to choose the phone up or find the correct e-mail of whom to get hold of. The kinds are really easy to find and simple to utilize, providing you the reassurance your property is with in purchase and every thing is as much as date with regards to the running of one’s company.
An instrument for Approved Officers in order to make changes that are administrative simplicity
Easy web forms to incorporate 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 business originating from your valuable referral sources, Refer is AFG’s device to assist you handle and develop your pipeline with regards to referral company. Refer can help you streamline the lead procedure, an instrument both you as well as your referrers may use where leads are delivered through electronically for your requirements after which automatically populating into FLEX. Performing well for recommendation sources both with and without commission structures in position, referrers can track the status easily of company they’ve passed away the right path, from initial contact all the way through to settlement. In the client front, customers will also be notified via an automatic e-mail from their referrer which you will be in contact and also to expect your call.
The device may also allow you to fulfill all the information to your NCCP obligations saved in the proper spot in terms of your referrer register. It simply couldn’t be easier, assisting streamline your processes and helping fuel this essential way to obtain brand new clients.
Your custom-built referral management device letting you monitor your recommendation company
A user friendly solution that is digital you and your referrers just the right visibility at each phase
You don’t need to increase re-key or handle with leads packed into FLEX, all kept well to assist you meet your conformity responsibilities.
