Let me make it clear about a overview that is quick of company
While the website for AFG Suite, Dashboard is attached to all the apps within AFG Suite and shows most of the important info you significance of every day. Dashboard showcases helpful information such as for instance your help group details, status of support needs with AFG, training information, upcoming occasions, latest news and many other things.
Dashboard shows a summary of information off their items in AFG Suite and services from AFG
See a fast general snapshot of one’s business profile along with other information that is important
Drag and drop widgets to customise the layout to the manner in which you would you like to work
Workflow management designed for agents.
Your possibilities begin online payday loans Durham and complete with Pipeline. Show and handle your present opportunities and applications in one destination with an intuitive card-based interface that is graphical. Pipeline was engineered and created in assessment with your top lenders to focus on changing work-habits of contemporary agents.
Simplified and workflows that are intuitive you may spend your own time handling your company, perhaps not your admin.
Solitary client 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 succeed 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 technology platform that is industry-leading
FLEX, offers an unique benefit to you in delivering superior solution to your prospects. FLEX is just a solitary access point for all you client information and services and products, eliminating the necessity to run numerous programs to do 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 team and it is sustained by our interior Broker help group.
Our award-winning, end-to-end technology platform вЂ“ the engine space of the 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 business that is own analyst.
Analytics extracts and analyses most of the information from your own FLEX applications, connections and commissions on a day-to-day basis, upgrading each night and that means you have actually the really latest information handy. With a bunch 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.
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 reporting that is clever serving within the right business intelligence in realtime
Access information on discounts lodged, settled, commission re payments, profile development, clients and SMART stats
All of the key indicators you will need вЂ“ exactly like getting your very own company analyst on board
More options that come with FLEX
Inbuilt, enabling scenario comparison functionality that is advanced.
The capacity to incorporate your internet site, business partnerвЂ™s systems as well as other alternative 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 lender.
Including automatic document generation.
Complete integration with this award-winning, industry-leading SMART advertising system.
The capability to portion and report that will help you realize and handle your day-to-day operation.
Protection and Support
Market-leading availability, safety plus it support, including hierarchical access settings at the amount that suit you when it comes to presence, reporting and commissions.
That will help you with recognition, development and analysis of historic, present and predictive views of the company information to offer better operational understanding and much more decision making that is effective.
Training library for the home loan industry.
Discover is our personal online number of courses, training events and expert development possibilities to guarantee youвЂ™re the very best broker you will be, with all the most readily useful company techniques in spot, delivering the most effective client results you are able to. With tailored learning paths as well as the capability to look at program collection at any true point, we assist you to have got all bases covered with regards to your expert development.
Utilize the filters that will help you get the course youвЂ™re looking, and undertake all courses from your own own house or office, and locate occasions 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 course that is additional at the touch of the key
Transparent and trackable 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 usage of our help via phone, e-mail or talk вЂ“ and Help is an expansion of y our help providing. Giving you 24/7 usage of our substantial knowledge base, Help is the brand new friend that is best when 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, enabling you to easily keep track of the status of the demands and obtain updates in realtime.
An knowledge-base that is extensive of across a massive variety of subjects
View the status or produce solution demand straight with your user help group
YouвЂ™re in a position to follow articles in your bank account therefore youвЂ™re in a position to stay informed with updates
Our internet search engine for loan provider information
Loan providers can be your collection of lender 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 runs well at night tips, also housing advertising materials to assist you attract clients that are new develop your company.
Your search that is online engine access all of the loan provider important information at any moment
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 your updates up and ask for
Forms is virtually because it seems вЂ“ a few online internet types in order to make admin a walk when you look at the park. Make management changes effortlessly and quickly and never have to select up the phone or find the correct e-mail of whom to make contact with. The kinds are really easy to find and simple to utilize, providing you the reassurance your home is in everything and order is as much as date with regards to the running of one’s company.
An instrument for Approved Officers to help make administrative modifications with simplicity
Easy web forms to include or eliminate brokers and staff, or modification referrer details
Make modifications to banking account details and commission splits without any hassle
Work easier and much more efficient together with your partners
With so much 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, something both you as well as your referrers may use where leads are delivered through electronically for you after which immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures in position, referrers can easily monitor the status of company they’ve passed away the right path, from initial contact all the way through to settlement. In the client front side, customers are 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 allow you to fulfill your NCCP responsibilities while using the information kept in the best destination in terms of your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this source that is important of clients.
Your custom-built referral management device letting you monitor your recommendation company
A user friendly solution that is digital both you and your referrers the proper visibility at each phase
You don’t need to double re-key or handle with leads packed into FLEX, all kept well that will help you satisfy your compliance responsibilities.