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

16 out 2020

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

Given that website for AFG Suite, Dashboard is linked to all the other apps within AFG Suite and shows all of the information that is important significance of every day. Dashboard showcases helpful information such as for example your help group details, status of help needs with AFG, training information, upcoming occasions, news that is latest plus much 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 one’s company profile as well as other important info

Drag and drop widgets to customise the design to the way you desire to work

Workflow management designed for agents.

Your possibilities begin and finish with Pipeline. Show and handle all of your present possibilities and applications in one destination having an intuitive card-based graphical program. Pipeline was engineered and designed in assessment with this top home loans to focus on changing work-habits of contemporary brokers.

Simplified and workflows that are intuitive you may spend some time managing your online business, maybe not your admin.

Solitary client view across all loan and contact information

Drag and drop client cards to succeed 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

AFG’s industry-leading technology platform

FLEX, supplies an unique benefit to you in delivering superior solution to your visitors. 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.

Notably, it is really not an from the shelf product, it really is frequently updated and upgraded both through Oracle and with the help to our relationship of y 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

Real time item access, inbuilt compliance, live deal monitoring and payment system

Oracle based, bespoke platform fully supported, constantly 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, associates and commissions on a basis that is daily upgrading each night which means you have actually the extremely latest information at hand. With a bunch of pre-defined reports, Analytics will expel most of the guesswork, providing you with the understanding to assist you make smarter and faster choices.

With clever reporting in your company habits and client data, you’re able to build up better forecasting and counteract any negative company styles before they affect your important thing.

The reporting that is clever serving within the best company intelligence in realtime

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

All of the key indicators you will need – 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 site, business partner’s systems along with other 3rd party systems.

Ensure the deal, along with your group, are on course.

Live deal monitoring

Automated status updates straight through the loan provider.

Including document generation that is automated.

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

The capability to report and segment that will help 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 presence, reporting and commissions.

To assist you with identification, breakthrough and analysis of historic, present and predictive views of the company information to offer better functional insight and much more effective decision creating.

Training library for the home loan industry.

Discover is our personal online number of courses, training events and expert development possibilities to make sure you’re the most effective broker you may be, utilizing the most useful company techniques in spot, delivering the greatest consumer results you are able to. With tailored learning paths while the capacity to look at program collection at any true point, we assist you to have all bases covered in terms of your professional development.

Make use of the filters that will help you get the course you’re searching for, and undertake all courses from your very own own house or office, and locate occasions you are able 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 the key

Transparent and trackable with full training history on display, and for which you store your CPD points.

24/7 help with your knowledge-base

Every AFG broker has use of our help via phone, e-mail or talk – and Help is simply an expansion of y our help providing. Giving you 24/7 usage of our considerable knowledge base, assist is the brand new closest friend as it’s needed many.

Look for your response across typical categories to obtain the appropriate article you want, 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 help needs with this help groups, letting you effortlessly record the status of the needs and acquire updates in realtime.

An substantial knowledge-base of data across a huge selection of subjects

View the status or produce solution demand straight with this user help group

You’re in a position to follow articles in your bank account therefore you’re in a position to stay informed with updates

Our google for loan provider information

Loan providers can be your collection 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 runs well after dark principles, even 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 information you’ll need at any moment

Goods, policy, connections, calculators, commissions, http://www.speedyloan.net/uk/payday-loans-ery/ Lender marketing and matrix materials all within the one destination

Custom built s.e. that intuitively talks your language

Speed your updates and demand

Types is just about since it seems – a number of online internet kinds to help make admin a walk when you look at the park. Make management modifications effortlessly and quickly without the need to choose the phone up or find the appropriate 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 satisfaction your property is in everything and order is as much as date with regards to the running of the 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 commission splits without any hassle

Work easier and much more efficient together with your lovers

With so much of your company originating from your valuable referral sources, Refer is AFG’s device to assist you handle and increase your pipeline with regards to referral company. 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 for your requirements then automatically populating into FLEX. Working well for recommendation sources both with and without payment structures in position, referrers can track the status easily of company they will have passed away the right path, from initial contact right through to settlement. In the client 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 device may also allow you to fulfill your NCCP responsibilities with all the current information kept in the best destination with regards to your referrer register. It just couldn’t be easier, assisting streamline your procedures and helping fuel this source that is important of clients.

Your custom-built referral management device enabling you to monitor your recommendation business

A user friendly electronic solution offering both you and your referrers just the right visibility at every stage

You should not increase re-key or handle with leads packed into FLEX, all saved well that will help you fulfill your conformity responsibilities.

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