While the website for AFG Suite, Dashboard is attached to all the other apps within AFG Suite and shows all of the information that is important 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 occasions, latest news and even 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 along with other information that is important
Drag and drop widgets to customise the layout to the way you would you like to work
Workflow management designed for agents.
Your possibilities begin and complete with Pipeline. Show and handle all of your present possibilities and applications in one destination having an intuitive card-based interface that is graphical. Pipeline was designed and engineered in assessment with this top home loans to focus on changing work-habits of contemporary agents.
Simplified and intuitive workflows suggest you may spend your own time handling your company, maybe maybe not your admin.
Solitary customer view across all contact and loan information
Drag and drop consumer cards to advance consumer applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to advance consumer applications centered on loan provider back-channel communications
Process-driven task 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 single access point for the consumer data and items, eliminating the necessity to run multiple programs to execute various tasks.
Significantly, it is really not an from the shelf item, it really is frequently updated and upgraded both through our relationship with Oracle along with the assistance of our internal IT group and it is supported by our internal Broker help group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of the company
Real time item access, inbuilt compliance, live deal commission and tracking system
Oracle based, bespoke platform fully supported, constantly upgraded and enhanced
It is like getting your business that is own analyst.
Analytics extracts and analyses all the information from your own FLEX applications, contacts and commissions on a day-to-day foundation, upgrading each night and that means you have actually the really latest information at hand. With a bunch of pre-defined reports, Analytics will eradicate every one of the guesswork, providing you the understanding to assist 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, youвЂ™re able to develop better forecasting and counteract.
The clever reporting device serving within the right company intelligence in real-time
Access information on discounts lodged, settled, commission re payments, profile development, clients and SMART stats
Most of the key indicators you will need вЂ“ exactly like getting your business that is own analyst board
More options that come with FLEX
Inbuilt, enabling scenario comparison functionality that is advanced.
The capability to incorporate your site, business partnerвЂ™s systems https://speedyloan.net/uk/payday-loans-esx along with other party that is third.
Ensure the offer, along with your group, are on the right track.
Real time deal monitoring
Automated status updates directly through the loan provider.
Including automatic document generation.
Comprehensive integration with this award-winning, industry-leading SMART marketing system.
The capacity to report and segment that will help you comprehend and handle your day-to-day procedure.
Protection and Support
Market-leading availability, protection plus it support, including hierarchical access settings at the amount that suit you with regards to presence, reporting and commissions.
That will help you with recognition, finding and analysis of historic, present and predictive views of one’s company data to offer better functional understanding and much more decision making that is effective.
Training library for the home loan industry.
Discover is our personal online assortment of courses, training events and expert development possibilities to make sure youвЂ™re the greatest broker you will be, with all the business practices that are best in destination, delivering the most effective consumer results you are able to. With tailored learning pathways in addition to power to see the program library at any true 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 youвЂ™re searching for, and undertake all courses from your very own own house or workplace, in order to find activities it is possible 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 key
Trackable and transparent with full training history on display, and for which you shop your CPD points.
24/7 support with this knowledge-base
Every AFG broker has use of our help via phone, e-mail or chatвЂ“ and just help is an expansion of y our support providing. Giving you 24/7 usage of our considerable knowledge base, assist is the brand new friend that is best as it’s needed many.
Seek out your solution across typical groups to get the appropriate article you’ll need, you want to refer back too youвЂ™re able to follow the article and weвЂ™ll notify you when that article is updated if you find a helpful article. Assist additionally lets you keep an eye on all our support teams to your support requests, letting you easily keep an eye on the status of one’s needs and acquire updates in real-time.
An knowledge-base that is extensive of across an enormous assortment of subjects
View the status or directly create service request with your member help group
YouвЂ™re in a position to follow articles in your bank account so youвЂ™re in a position to stay informed with updates
Our google for loan provider information
Loan providers will be your collection of loan provider and business partner information that is key. ItвЂ™s fast and itвЂ™s smart; understanding mortgage terminology such as for example LMI and LVR вЂ“ and expands industry terms for you while you get.
The info stretches well after dark tips, also housing advertising materials that will help you attract new customers and increase your company.
Your search that is online engine access most of the loan provider important information at any time
Goods, policy, associates, calculators, commissions, Lender matrix and marketing materials all into the one destination
Custom built internet search engine that intuitively talks your language
Speed your updates up and demand
Kinds is just about since it seems вЂ“ a number of online internet types which will make admin a walk into the park. Make management modifications effortlessly and quickly and never have to choose up the phone or find the correct email of whom to get hold of. The forms are really easy to find and simple to utilize, providing you the reassurance home is in purchase and every thing is as much as date in terms of the running of one’s company.
Something for Approved Officers to create 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 along with your lovers
With a great deal of the company coming from your valuable referral sources, Refer is AFGвЂ™s device to assist you handle and increase your pipeline with regards to business that is referral. Refer can help you streamline the lead process, an instrument both you as well as your referrers may use where leads are delivered through electronically to you personally 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 business they will have passed away the right path, from initial contact all the way through to settlement. Regarding the client front side, consumers may also be notified via an automatic e-mail from their referrer you will be in contact also to expect your call.
The device may also allow you to satisfy your NCCP responsibilities with all the current information kept in just the right destination in terms of your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this essential supply of new clients.
Your custom-built referral management tool allowing 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 increase re-key or handle with leads packed into FLEX, all kept well that will help you satisfy your conformity responsibilities.