Let me tell you about a overview that is quick of company

17.10.2020 Zařazen do: Nezařazené — webmaster @ 4.07

Since the website for AFG Suite, Dashboard is linked to all the apps within AFG Suite and shows most of the information that is important significance of every day. Dashboard showcases helpful information such as for example your help team details, status of help needs with AFG, training information, upcoming occasions, news that is latest and 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 the business portfolio as well as other important info

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

Workflow management designed for agents.

Your possibilities begin and complete with Pipeline. Show and manage your entire present possibilities and applications in one destination with an intuitive card-based graphical program. Pipeline was engineered and created in assessment with your 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 online business, perhaps not your admin.

Solitary client view across all loan and contact information

Drag and drop consumer cards to advance customer 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

AFG’s industry-leading technology platform

FLEX, provides an unique benefit to you in delivering superior solution to your prospects. FLEX is really a single access point for the client information and items, eliminating the requirement to run numerous programs to execute various tasks.

Notably, it’s not a from the shelf product, it really is frequently updated and upgraded both through our relationship with Oracle along 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 room of the company

Real time item access, inbuilt compliance, live 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 all the information from your FLEX applications, connections and commissions for a basis that is daily updating each night so that you have actually the really latest data handy. With a bunch of pre-defined reports, Analytics will expel all the guesswork, providing you the understanding to assist you make smarter and faster choices.

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

The reporting that is clever serving within the right company intelligence in real-time

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

All of the key indicators you’ll need – similar to getting your business that is own analyst board

More options that come with FLEX

Inbuilt, enabling scenario comparison functionality that is advanced.

The capacity to incorporate your site, business partner’s systems as well as other alternative party systems.

Ensure the deal, as well as 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 your award-winning, industry-leading SMART advertising system.

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

That will help you with recognition, development 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 personal online assortment of courses, training events and expert development possibilities to guarantee you’re the very best broker you will be, with all the most useful company techniques in destination, delivering the greatest client results you can easily. With tailored learning paths additionally the capability to see the program collection at any point, we allow you to have all bases covered with regards to your professional development.

Utilize the filters that will help you get the course you’re searching for, and undertake all courses from your own home or workplace, and locate activities you are able to sign up for such as PD times and lender training events.

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A bespoke learning management system focused on 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 help with your knowledge-base

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

Look for your solution across typical groups to obtain the appropriate article you may 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 our support teams to your support requests, enabling you to effortlessly keep an eye on the status of one’s needs to get updates in real-time.

An knowledge-base that is extensive of across an enormous assortment of subjects

View the status or produce solution demand straight with your user help team

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

Our internet search engine for loan provider information

Loan providers will be your collection of loan provider and key company partner information. It’s fast and it’s smart; understanding mortgage terminology such as for example LMI and LVR – and expands industry terms in your stead while you get.

The info runs well after dark rules, even housing marketing materials that will help you attract new business and increase your company.

Your search that is online engine access all of the loan provider important information whenever you want

Goods, policy, associates, calculators, commissions, Lender marketing and matrix materials all into the one spot

Custom built s.e. that intuitively speaks your language

Speed your updates up and ask for

Types is just about since it seems – a number of online internet types in order to make admin a walk into the park. Make management modifications effortlessly and quickly without the need to choose the phone up 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 with the satisfaction your property is in purchase and every thing is as much as date in terms of the running of the company.

Something for Approved Officers in order to make administrative modifications with simplicity

Easy web forms to include or eliminate agents and staff, or modification referrer details

Make changes to banking account details and payment splits without any hassle

Work easier and much more efficient along with your lovers

With a great deal of the company originating from your valuable referral sources, Refer is AFG’s device to assist you manage 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 for your requirements after which automatically populating into FLEX. Performing 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 all the way through to settlement. In the client front side, consumers may also be notified via an automated e-mail from their referrer which you will be in contact and also to expect your call.

The device may also allow you to satisfy your NCCP responsibilities with all the current information kept in just the right place with regards to your referrer register. It simply couldn’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 track your recommendation company

A simple to operate solution that is digital both you and your referrers the best visibility at every phase

You don’t need to increase handle or re-key with leads packed into FLEX, all saved well that will help you fulfill your conformity responsibilities.

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