Due to the fact webpage for AFG Suite, Dashboard is attached to all the apps within AFG Suite and shows all of the important info you significance of your entire day. Dashboard showcases helpful information such as for example your help group details, status of help needs with AFG, training information, upcoming events, news that is latest and a lot more.
Dashboard shows a listing of information off their items in AFG Suite and services from AFG
See an instant general snapshot of one’s company profile along with other information that is important
Drag and drop widgets to customise the design to the method that you like to work
Workflow management designed for brokers.
Your opportunities begin and complete with Pipeline. Show and handle your entire present possibilities and applications in one destination by having an intuitive card-based graphical software. Pipeline was engineered and created in assessment with this top home loans to appeal to changing work-habits of contemporary agents.
Simplified and intuitive workflows suggest you may spend your time and effort handling your company, maybe perhaps not your admin.
Solitary client view across all contact and loan information
Drag and drop consumer cards to succeed consumer applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to succeed consumer 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, supplies an advantage that is unique you in delivering superior service to your prospects. FLEX is an access that is single for all you client information and items, eliminating the requirement to run numerous programs to execute various tasks.
Significantly, it is really not a from the shelf item, 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 help group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of the company
Live item access, inbuilt compliance, reside deal monitoring and commission 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 FLEX applications, connections and commissions on a basis that is daily upgrading each night and that means you have actually the extremely latest data handy. With a bunch of pre-defined reports, Analytics will eradicate all the guesswork, providing you the understanding that will help you make smarter and faster choices.
With clever reporting in your company patterns and client data, youвЂ™re able to build up better forecasting and counteract any negative company styles before they impact your important thing.
The clever reporting device serving up the right 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’ll need вЂ“ similar to 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 integrate your internet site, business partnerвЂ™s systems as well as 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 straight through the loan provider.
Including automatic document generation.
Complete East Sussex payday loans 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.
That will help you with recognition, finding and analysis of historic, present and predictive views of the company data to provide you with better functional understanding and much more effective decision generating.
Training library for the mortgage industry.
Discover is our personal online number of courses, training events and expert development possibilities to guarantee youвЂ™re the greatest broker you will be, because of the most useful business techniques in spot, delivering the greatest consumer results it is possible to. With tailored learning paths plus the power to see the program collection at any point, we assist you to have got all bases covered with regards to your expert development.
Make use of the filters that will help you get the course youвЂ™re searching for, and undertake all courses from your very own own own house or workplace, in order to find occasions you can easily sign up for such as PD times and lender training events.
A bespoke learning management system focused on your development and training requirements
Tailored learning paths and course that is additional 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 your knowledge-base
Every AFG broker has use of our help via phone, e-mail or chat вЂ“ and Help is merely an expansion of our help providing. Giving you 24/7 usage of our substantial knowledge base, assist is your new friend that is best as it’s needed many.
Seek out your response across typical groups to get the appropriate article you may need, if you discover a helpful article you wish to refer right back too youвЂ™re in a position to stick to the article and weвЂ™ll notify you when that article is updated. Assist additionally enables you to keep an eye on all our support teams to your support requests, letting you effortlessly keep an eye on the status of the demands and acquire updates in realtime.
An considerable knowledge-base of data across a huge variety of subjects
View the status or directly create service request with your user support 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 s.e. for loan provider information
Loan providers will be your collection of loan provider 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 for you while you get.
The data stretches well at night rules, also housing advertising materials that will help you attract new business and develop your company.
Your search that is online engine access most of the loan provider important information whenever you want
Goods, policy, connections, calculators, commissions, Lender matrix and advertising materials all within the one spot
Custom built internet search engine that intuitively talks your language
Speed your updates up and demand
Kinds is just about because it appears вЂ“ a few online internet types which will make admin a walk within the park. Make management modifications effortlessly and quickly and never having to pick up the phone or choose the best e-mail of who to get hold of. The types are really easy to find and simple to make use of, providing you with the reassurance your property is with in purchase and every thing is as much as date in terms of the running of one’s company.
An instrument for Approved Officers to help make administrative modifications with simplicity
Easy web forms to incorporate or eliminate agents and staff, or change 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 increase 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 to you personally after which immediately 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’ve passed away the right path, from initial contact all the way through to settlement. In the client front side, consumers are notified via an automatic e-mail from their referrer you will be in contact and also to expect your call.
The device may also enable you to fulfill all the information to your NCCP obligations kept in the proper spot in terms of your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this essential way to obtain brand new clients.
Your custom-built referral management device letting you track your recommendation company
A user friendly digital solution providing both you and your referrers the proper visibility at each phase
You don’t need to increase re-key or handle with leads packed into FLEX, all kept well that will help you satisfy your conformity obligations.