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

While the webpage for AFG Suite, Dashboard is attached to all the apps within AFG Suite and displays all of the important info you importance of your entire day. Dashboard showcases useful information such as for example your support group details, status of help demands with AFG, training information, upcoming occasions, latest news and more.

Dashboard shows a summary of information off their items in AFG Suite and services from AFG

See an instant general snapshot of the company profile as well as other important info

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

Workflow management designed for brokers.

Your possibilities begin and complete with Pipeline. Show and handle all of your present possibilities and applications in one spot by having an intuitive card-based interface that is graphical. Pipeline was engineered and created in assessment with this top lenders to appeal to changing work-habits of modern agents.

Simplified and intuitive workflows suggest you may spend your time and effort handling your company, perhaps 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 succeed consumer applications centered on lender 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, offers an advantage that is unique you in delivering superior service to your prospects. FLEX is just a solitary access point for all you client data and services and products, eliminating the necessity to run multiple programs to do various tasks.

Significantly, it’s not a 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 group and it is supported by our interior Broker Support group.

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

Live item access, inbuilt compliance, live deal commission and tracking system

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

It is like getting your own company analyst.

Analytics extracts and analyses most of the information from your own FLEX applications, associates and commissions on a day-to-day basis, updating each night so that you have actually the really latest information handy. With a number of pre-defined reports, Analytics will expel every one of the guesswork, providing you with the understanding that will help 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, you’re able to develop better forecasting and counteract.

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

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

Most of the key indicators you’ll need – exactly like getting your very own company analyst on board

More options that come with FLEX

Inbuilt, permitting advanced level situation contrast functionality.

The capability to integrate your site, business partner’s systems along with other party that is third.

Make sure the offer, along with your group, are on the right track.

Real time 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 capacity to portion and report to assist you realize and handle your day-to-day procedure.

Protection and Support

Market-leading availability, safety plus it support, including access that is hierarchical at the amount that suit you when it comes to exposure, reporting and commissions.

That will help you with recognition, breakthrough and analysis of historic, present and predictive views of one’s company data to provide you with better operational understanding and much more effective decision generating.

Training library for the home loan industry.

Learn is our very own online number of courses, training events and expert development possibilities to make sure you’re the greatest broker you may be, aided by the most useful company techniques in destination, delivering the greatest consumer outcomes it is possible to. With tailored learning paths additionally the power to see the program collection at any point, we assist you to have all bases covered with regards to your expert development.

Make use of 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 activities it is possible to create 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 key

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

24/7 help with your knowledge-base

Every AFG broker has use of our support 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 brand new friend that is best when it’s needed many.

Look for your response across typical groups to obtain the appropriate article you want, you want to refer back too Durham online payday loans you’re able to follow the article and we’ll notify you when that article is updated if you find a helpful article. Help also 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 and obtain updates in real-time.

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

View the status or produce solution demand straight with this user support 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 will be your collection of loan provider and key company partner information. It’s fast and it also’s smart; understanding mortgage terminology such as for example LMI and LVR – and expands industry terms for you while you get.

The information and knowledge runs well after dark principles, also housing advertising materials to assist you attract clients that are new increase your company.

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

Goods, policy, associates, 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 and request

Kinds is more or less since it appears – 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 correct e-mail of whom to make contact with. The kinds are really easy to find and simple to utilize, providing you with the reassurance your property is with in everything and order is as much as date with regards to the running of the business.

Something for Approved Officers to help make changes that are administrative simplicity

Simple web forms to include 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 together with your lovers

With a great deal of the company originating from your valuable referral sources, Refer is AFG’s device that will help you manage 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 automatically populating into FLEX. Performing well for recommendation sources both with and without payment structures set up, 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, consumers may also be notified via an automatic email from their referrer which you shall be in contact also to expect your call.

The device also can enable you to satisfy all the information to your NCCP obligations kept in just the right destination regarding 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 allowing you to monitor your recommendation company

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

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

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