While the website for AFG Suite, Dashboard is linked to all the apps within AFG Suite and displays most of the important info you requirement for every day. Dashboard showcases helpful information such as for example your help group details, status of help requests 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 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 wish 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 spot by having an intuitive card-based interface that is graphical. Pipeline was designed and engineered in assessment with this top lenders to focus on changing work-habits of modern agents.
Simplified and intuitive workflows mean you may spend your time and effort managing your organization, perhaps perhaps not your admin.
Solitary client view across all contact and loan 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 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, supplies an advantage that is unique you in delivering superior solution to your prospects. FLEX is just an access that is single for all you client information and items, eliminating the requirement to run numerous programs to do various tasks.
Significantly, it is really not a from the shelf item, it really is frequently updated and upgraded both through our relationship with Oracle along with the help of y our internal IT group and it is supported by our interior Broker help group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of one’s company
Real time payday loans East Riding of Yorkshire item access, inbuilt compliance, live deal monitoring and commission 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, associates and commissions on a day-to-day foundation, upgrading each night and that means you have actually the really latest information handy. With a number of pre-defined reports, Analytics will eradicate every one of the guesswork, providing you with 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 styles before they impact your main point here.
The clever reporting device serving up the best company intelligence in realtime
Access data on discounts lodged, settled, commission re re re payments, profile development, clients and SMART stats
Most of the key indicators you may 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 capacity to incorporate your site, business partnerвЂ™s systems along with other party that is third.
Make sure the deal, as well as your group, are on the right track.
Live deal monitoring
Automated status updates straight through the lender.
Including document generation that is automated.
Complete integration with your award-winning, industry-leading SMART marketing system.
The capability to portion and report 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.
To assist you with recognition, development and analysis of historical, present and predictive views of the 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 very own online assortment of courses, training events and expert development possibilities to make sure youвЂ™re the very best broker you may be, with all the business practices that are best in spot, delivering the greatest consumer results it is possible to. With tailored learning paths and also the power to see the program collection at any true point, we allow you to have got all bases covered regarding your expert development.
Utilize the filters that will help you get the course youвЂ™re searching for, and undertake all courses from your own home or workplace, and discover activities you are able to 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 switch
Trackable and transparent with full training history on display, and for which you shop your CPD points.
24/7 help with this knowledge-base
Every AFG broker has use of our help via phone, e-mail or talk вЂ“ and Help is simply an expansion of y our help providing. Giving you 24/7 usage of our substantial knowledge base, assist will be your brand new closest friend when it’s needed many.
Look for your response across typical groups to obtain the relevant article you want, if you discover a helpful article you intend to refer right back too youвЂ™re in a position to proceed with the article and weвЂ™ll notify you whenever that article is updated. Assist additionally enables you to keep an eye on all your help demands with your help groups, enabling you to effortlessly record the status of one’s demands and obtain updates in real-time.
An knowledge-base that is extensive of across a huge selection of subjects
View the status or directly create service request with this member 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
Lenders will be your library of loan provider and business partner information that is key. ItвЂ™s fast and it alsoвЂ™s smart; understanding mortgage terminology such as for example LMI and LVR вЂ“ and expands industry terms in your stead while you get.
The data stretches well through the tips, also housing advertising materials to assist you attract clients that are new increase your company.
Your search that is online engine access all of the loan provider important information whenever you want
Goods, policy, contacts, 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 up and request
Kinds is just about since it appears вЂ“ a number of online internet kinds in order to make admin a walk within the park. Make management changes effortlessly and quickly and never having to select 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 make use of, providing you with the reassurance your home is in purchase and every thing is as much as date with regards to the running of one’s company.
Something for Approved Officers to create 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 partners
With a great deal of the company originating 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 procedure, an instrument both you along with your referrers may use where leads are delivered through electronically for your requirements after which immediately populating into FLEX. Working well for referral sources both with and without payment structures set up, referrers can easily monitor the status of business they will have passed your path, from initial contact all the way through to settlement. From the consumer front, customers will 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 satisfy your NCCP responsibilities with all the current information saved in the proper spot with regards to your referrer register. It simply couldnвЂ™t be easier, assisting streamline your processes and helping fuel this essential source of brand new customers.
Your custom-built referral management device enabling you to monitor your recommendation business
A user friendly solution that is digital both you and your referrers the best visibility at every phase
You don’t need to increase handle or re-key with leads loaded into FLEX, all saved well to assist you satisfy your conformity responsibilities.