Given that website for AFG Suite, Dashboard is attached to all the apps within AFG Suite and shows all of the important info you requirement for your entire day. Dashboard showcases useful information such as for example your help group details, status of help needs with AFG, training information, upcoming activities, latest news and even more.
Dashboard shows a listing of information off their items in AFG Suite and solutions from AFG
See an instant general snapshot of one’s company profile as well as other important info
Drag and drop widgets to customise the design to the way you like to work
Workflow management designed for agents.
Your possibilities begin and complete with Pipeline. Show and handle your entire current possibilities and applications within a spot by having an intuitive card-based interface that is graphical. Pipeline was engineered and created in assessment with your top home loans to appeal to changing work-habits of contemporary agents.
Simplified and intuitive workflows mean you may spend some time handling your organization, maybe perhaps not your admin.
Solitary client view across all contact and loan info
Drag and drop consumer cards to advance consumer applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to advance client 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, provides 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 items, eliminating the requirement to run numerous programs to execute various tasks.
Notably, it’s not an off the shelf item, it really is frequently updated and upgraded both through our relationship with Oracle and with the assistance of our internal IT team 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 item access, inbuilt compliance, reside deal monitoring and payment system
Oracle based, bespoke platform fully supported, constantly upgraded and enhanced
It is like getting your very own company analyst.
Analytics extracts and analyses most of the information from your own FLEX applications, connections and commissions for a day-to-day foundation, updating each night which means you have actually the really latest information handy. With a bunch of pre-defined reports, Analytics will expel most of the guesswork, providing you the understanding that will help you make better 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 up the right business 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’ll need вЂ“ exactly like getting your business that is own analyst board
More attributes of FLEX
Inbuilt, permitting higher level scenario contrast functionality.
The capability to incorporate your site, business partnerвЂ™s systems along with other party that is third.
Make sure the deal, 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.
Complete integration with your award-winning, industry-leading SMART advertising system.
The capacity to portion and report to assist you comprehend 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 with regards to exposure, reporting and commissions.
To assist you with recognition, development and analysis of historic, present and predictive views of the company information to offer better functional understanding and much more effective decision generating.
Training library for the home loan industry.
Discover is our personal online number of courses, training events and expert development possibilities to make sure youвЂ™re the greatest broker you will be, utilizing the business practices that are best in spot, delivering the greatest client results you’ll. With tailored learning paths and also the capacity to see the program collection at any true point, we allow you to have got all bases covered in terms of your expert development.
Make use of the filters that will help you get the course youвЂ™re seeking, and undertake all courses from your home that is own or, in order to find activities you are able to create such as PD times and lender training events.
A bespoke learning management system focused on your development and training requirements
Tailored learning paths and extra program libraries at the touch of a switch
Transparent and trackable with full training history on display, and in which you shop your CPD points.
24/7 help with this knowledge-base
Every AFG broker has usage of our help via phone, e-mail or talk вЂ“ and Help is simply an expansion of our support providing. Giving you 24/7 usage of our considerable knowledge base, assist is the brand brand new friend that is best as it’s needed most.
Seek out your solution across typical groups to obtain the appropriate article you may need, if you learn a helpful article you wish to refer straight back too youвЂ™re in a position to proceed with the article and weвЂ™ll notify you when that article is updated. Assist additionally lets you keep an eye on all our support teams to your support requests, enabling you to easily keep an eye on the status of one’s demands and obtain updates in real-time.
An knowledge-base that is extensive of across a huge variety of subjects
View the status or directly create service request with your user help 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 is the library 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 expands well through the rules, also housing advertising materials to assist you attract clients that are new increase your company.
Your online search engine to access most of the loan provider important information at any moment
Goods, policy, https://speedyloan.net/uk/payday-loans-ery associates, calculators, commissions, Lender marketing and matrix materials all into the one spot
Custom built s.e. that intuitively talks your language
Speed your updates and ask for
Types is more or less as it sounds вЂ“ a number of online internet types which will make admin a walk within the park. Make management modifications effortlessly and quickly without the need to choose the phone up or choose the best e-mail of whom to make contact with. The kinds are really easy to find and simple to utilize, providing you with the satisfaction your home is with in purchase and every thing is as much as date regarding the running of one’s company.
Something for Approved Officers in order to make changes that are administrative ease
Easy web forms to include or eliminate agents and staff, or modification referrer details
Make modifications to bank 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 to assist you handle and develop your pipeline with regards to business that is referral. 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 to you personally after which immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures set up, referrers can track the status easily of company they usually have passed the right path, from initial contact all the way through to settlement. Regarding the consumer front side, consumers will also be notified via an automatic e-mail from their referrer which you will be in contact also to expect your call.
The tool also can allow you to fulfill all the information to your NCCP obligations kept in the best spot in terms of 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 enabling you to monitor your recommendation company
A user friendly solution that is digital both you and your referrers the best visibility at each phase
You should not increase re-key or handle with leads loaded into FLEX, all saved well to assist you fulfill your conformity responsibilities.