Once the webpage for AFG Suite, Dashboard is attached to all the apps within AFG Suite and shows all of the information that is important significance of your entire day. Dashboard showcases helpful information such as for instance your support group details, status of help demands 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 portfolio as well as 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 possibilities begin and complete with Pipeline. Show and handle all your valuable 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 appeal to changing work-habits of contemporary agents.
Simplified and workflows that are intuitive you may spend some time handling your company, maybe perhaps perhaps not your admin.
Solitary client view across all loan and contact information
Drag and drop client cards to advance consumer applications
Visual traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to succeed consumer applications predicated 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 service to your web visitors. FLEX is just a solitary access point for the client information and items, eliminating the requirement to run numerous programs to do various tasks.
Significantly, it’s not a from the shelf product, it really is frequently updated and upgraded both through Oracle and with the help to our relationship of our internal IT group and it is sustained by our interior Broker Support group.
Our award-winning, end-to-end technology platform вЂ“ the engine space of one’s company
Real time item access, inbuilt compliance, reside deal commission and tracking system
Oracle based, bespoke platform fully supported, constantly upgraded and enhanced
It is like getting your very own company analyst.
Analytics extracts and analyses every one of the information from your FLEX applications, connections and commissions for a basis that is daily upgrading each night so that you have actually the extremely latest information handy. 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 company habits and consumer data, youвЂ™re able to produce better forecasting and counteract any negative company styles before they affect your main point here.
The reporting that is clever serving up the best company intelligence in realtime
Access information on discounts lodged, settled, commission re payments, profile development, clients and SMART stats
Most of the key indicators you’ll need вЂ“ similar to getting your business that is own analyst board
More options that come with FLEX
Inbuilt, enabling higher level situation contrast functionality.
The capacity to incorporate your internet site, business partnerвЂ™s systems along with other 3rd party systems.
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 this award-winning, industry-leading SMART advertising system.
The capability to report and segment to assist you comprehend 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 exposure, reporting and commissions.
To assist you with recognition, breakthrough and analysis of historic, present and predictive views of one’s company information to offer better functional understanding and much more effective decision generating.
Training library for the home loan industry.
Learn is our very own online assortment of courses, training events and expert development possibilities to make sure youвЂ™re the most effective broker you may be, with all the business practices that are best in spot, delivering the very best consumer results it is possible to. With tailored learning paths therefore the power to see the program collection at any point, we assist you to have got all bases covered in terms of your expert development.
Utilize the filters that will help you get the course youвЂ™re searching for, and undertake all courses from your home that is own or, in order to find activities it is possible to create such as PD times and lender training events.
A bespoke learning management system specialized in your training and development requirements
Tailored learning paths and course that is additional at the touch of a switch
Trackable and transparent with full training history on display, and in which you shop your CPD points.
24/7 support with your knowledge-base
Every AFG broker has usage of our help via phone, e-mail or chatвЂ“ and just help is an expansion of our help providing. Giving you 24/7 usage of our considerable knowledge base, assist will be your new friend that is best when it’s needed many.
Look for your response across typical groups to obtain 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. Help additionally enables you to record all your help demands with your support groups, enabling you to effortlessly keep an eye on the status of one’s needs and get updates in realtime.
An substantial knowledge-base of data across a massive selection of subjects
View the status or directly create service request with this user help group
YouвЂ™re in a position to follow articles in your account so youвЂ™re in a position to stay informed with updates
Our internet search engine for loan provider information
Loan providers will be your collection of lender and key company partner information. ItвЂ™s fast and it alsoвЂ™s smart; understanding mortgage terminology such as for instance LMI and LVR вЂ“ and expands industry terms in your stead while you get.
The information and knowledge expands well beyond the rules, also housing advertising materials to assist you attract clients that are new 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 marketing and matrix materials all within the one destination
Custom built internet search engine that intuitively speaks your language
Speed your updates up and ask for
Types is more or less since it appears вЂ“ a few online internet types in order to make admin a walk into the park. Make management modifications effortlessly and quickly without the need to select the phone up or find the appropriate email of whom to make contact with. The types 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 the company.
An instrument for Approved Officers which will 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 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 along with your referrers may use where leads are delivered through electronically for you then immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures set up, referrers can effortlessly monitor the status of company they will have passed the right path, from initial contact all https://www.speedyloan.net/uk/payday-loans-esx the way through to settlement. In the consumer front side, customers are notified via an automatic e-mail from their referrer which you shall be in contact also to expect your call.
The device also can enable you to satisfy all the information to your NCCP obligations saved in the proper place with regards to your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this essential way to obtain brand new customers.
Your custom-built referral management tool letting you monitor your recommendation company
A simple to operate solution that is digital both you and your referrers the proper visibility at each stage
You should not increase re-key or handle with leads loaded into FLEX, all kept well to assist you satisfy your conformity responsibilities.