mercoledì, gennaio 27

Let me make it clear about a overview that is quick of company

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Let me make it clear about a overview that is quick of company

Because the website for AFG Suite, Dashboard is linked to all the other apps within AFG Suite and displays all of the information that is important dependence on every day. Dashboard showcases helpful information such as for example your help group details, status of help needs with AFG, training information, upcoming activities, latest news and many other things.

Dashboard displays a listing of information off their items in AFG Suite and solutions from AFG

See a fast general snapshot of one’s company profile as well as other important info

Drag and drop widgets to customise the layout to the method that you desire 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 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 workflows that are intuitive you may spend your own time handling your company, maybe maybe not your admin.

Solitary client view across all loan and contact information

Drag and drop client cards to advance client 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

AFG’s technology platform that is industry-leading

FLEX, supplies an advantage that is unique you in delivering superior solution to your visitors. FLEX is just a solitary access point for the consumer information and items, eliminating the necessity to run numerous programs to do various tasks.

Notably, it’s not a from the shelf item, it really is regularly updated and upgraded both through our relationship with Oracle and with the assistance of our internal IT group and it is supported by our interior Broker help group.

Our award-winning, end-to-end technology platform – the motor space of one’s company

Live item access, inbuilt compliance, reside deal monitoring and payment system

Oracle based, bespoke platform fully supported, continually improved and upgraded

It is like getting your business that is own analyst.

Analytics extracts and analyses every one of the information from your own FLEX applications, connections and commissions on a day-to-day foundation, upgrading each night so that you have actually the extremely latest information to hand. With a number of pre-defined reports, Analytics will expel most of the guesswork, providing you the understanding that will help you make smarter and faster choices.

With clever reporting in your company habits and consumer data, you’re able to produce better forecasting and counteract any negative company styles before they impact your important thing.

The reporting that is clever serving up the best company intelligence in real-time

Access information on discounts lodged, settled, commission re re payments, profile development, clients and SMART stats

All of the key indicators you will need – 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 capability to incorporate your internet site, business partner’s systems as well as other party that is third.

Ensure the deal, as well as your group, are on course.

Real time deal monitoring

Automated status updates straight through the loan provider.

Including document generation that is automated.

Comprehensive integration with your award-winning, industry-leading SMART advertising system.

The capability to part and report to assist you realize and manage 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 with regards to exposure, reporting and commissions.

That will help you with recognition, finding and analysis of historic, present and predictive views of one’s company information to provide you with better functional understanding and much more effective decision creating.

Training library for the home loan industry.

Discover is our very own online number of courses, training events and expert development possibilities to make sure you’re the very best broker you will be, aided by the business practices that are best in destination, delivering the most effective consumer results you can easily. With tailored learning paths as well as the capability to see the program library at any true point, we assist you to have all bases covered in terms of your expert development.

Utilize the filters that will help you get the course you’re searching for, and undertake all courses from your home that is own or, in order to find occasions you can easily sign up for such as PD times and lender training events.

A bespoke learning management system specialized in your training and development requirements

Tailored learning paths and extra course libraries at the touch of a switch

Transparent and trackable with full training history on display, and where 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 chat– and just help is an expansion of our help providing. Giving you 24/7 usage of our considerable knowledge base, assist is the new closest friend when it’s needed many.

Look for your response across typical groups to get the appropriate article you’ll need, you want to refer back too you’re able to follow the article and we’ll notify you when that article is updated if you find a helpful article. Assist additionally lets you keep an eye on all your support demands with your help teams, letting you effortlessly record the status of the needs 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 this user help group

You’re in a position to follow articles in your account therefore you’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. It’s fast and it also’s smart; understanding mortgage terminology such as for instance LMI and LVR – and expands industry terms in your stead while you get.

The info expands well after dark basics, also housing advertising materials to assist you attract clients that are new develop your company.

Your search that is online engine access most of the loan provider important information at any moment

Goods, policy, connections, calculators, commissions, Lender matrix and advertising materials all within the one destination

Custom built internet search engine that intuitively talks your language

Speed your updates up and ask for

Types is essentially as it appears – a number of online internet kinds to help make admin a walk into the park. Make management changes effortlessly and quickly and never have to select within the phone or find the correct e-mail of whom to make contact with. The types are really easy to find and simple to make use of, giving you the satisfaction home is in everything and order is as much as date in terms of the running of your company.

An instrument for Approved Officers to produce administrative modifications with 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 partners

With a great deal of the company originating from your valuable referral sources, Refer is AFG’s device that will help you handle and develop 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 then automatically populating into FLEX. Performing well for referral sources both with and without payment structures set up, referrers can effortlessly monitor the status of company they will have passed your 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 shall be in contact and also to expect your call.

The tool also can allow you to fulfill all the information to your NCCP obligations saved in the proper spot with regards to your referrer register. It simply couldn’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 simple to operate 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 packed into FLEX, all kept well that will help you fulfill your conformity responsibilities.


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