Because the website for AFG Suite, Dashboard is attached to all the apps within AFG Suite and shows most of the information that is important requirement for your entire day. Dashboard showcases helpful information such as for instance your help group details, status of help needs with AFG, training information, upcoming occasions, news that is latest and many other things.
Dashboard shows a listing of information off their items in AFG Suite and services from AFG
See an instant general snapshot of the company profile along with other information
Drag and drop widgets to customise the design to the way you desire to work
Workflow management built for agents.
Your possibilities begin and complete with Pipeline. Show and handle all your valuable present possibilities and applications in one single destination by having an intuitive card-based interface that is graphical. Pipeline was engineered and created in assessment with your top home loans to focus on changing work-habits of contemporary brokers.
Simplified and intuitive workflows suggest you spend your own time handling your company, perhaps not your admin.
Solitary client view across all contact and loan information
Drag and drop consumer cards to advance client applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to advance consumer applications predicated on loan provider back-channel messages
Process-driven task templates for wide-range of loans
Full-integration and data-synchronisation with FLEX
AFGвЂ™s industry-leading technology platform
FLEX, provides an advantage that is unique you in delivering http://speedyloan.net/uk/payday-loans-ery/ superior service to your visitors. FLEX is just a solitary access point for all you client information and items, eliminating the necessity to run numerous programs to execute different tasks.
Notably, it’s not an 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 team and it is supported by our interior Broker help group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of one’s business
Real time item access, inbuilt compliance, reside deal monitoring and payment system
Oracle based, bespoke platform fully supported, constantly upgraded and enhanced
It is like getting your very own company analyst.
Analytics extracts and analyses all the information from your own FLEX applications, connections and commissions for a basis that is daily upgrading each night and that means you have actually the really latest information at hand. With a bunch of pre-defined reports, Analytics will eradicate every one of the guesswork, providing you the understanding that will help you make smarter and faster decisions.
With clever reporting on your business habits and consumer data, youвЂ™re able to produce better forecasting and counteract any negative business styles before they affect your main point here.
The reporting that is clever serving within the right company intelligence in real-time
Access information on discounts lodged, settled, commission re re re payments, profile development, clients and SMART stats
Most of the key indicators you’ll need вЂ“ similar to getting your very own company analyst on board
More attributes of FLEX
Inbuilt, enabling higher level situation contrast functionality.
The capability to incorporate your internet site, business partnerвЂ™s systems as well as other party that is third.
Ensure the deal, along with your group, are on the right track.
Real time deal tracking
Automated status updates directly through the loan provider.
Including automatic document generation.
Complete integration with your award-winning, industry-leading SMART advertising system.
The capability to portion and report that will help you comprehend 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 presence, reporting and commissions.
To help you with recognition, breakthrough and analysis of historic, present and predictive views of one’s company information to provide you with better functional understanding and much more decision making that is effective.
Training library for the home loan industry.
Discover is our very own online assortment of courses, training events and expert development possibilities to guarantee youвЂ™re the most effective broker you may be, utilizing the most readily useful company practices in destination, delivering the very best consumer results it is possible to. With tailored learning pathways therefore the power to see the program collection at any point, we allow you to have got all bases covered in terms of 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 own house or workplace, in order to find occasions it is possible to sign up for such as PD times and lender training events.
A bespoke learning management system focused on your training and development needs
Tailored learning paths and course that is additional at the touch of a key
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 usage of our help via phone, e-mail or chatвЂ“ and just help is an expansion of our help providing. Giving you 24/7 usage of our substantial knowledge base, assist is the brand brand new closest friend as it’s needed most.
Seek out your response across typical categories to get the relevant article you may need, you want to refer back too youвЂ™re able to follow the article and weвЂ™ll notify you when that article is updated if you find a helpful article. Assist 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 acquire updates in real-time.
An knowledge-base that is extensive of across a massive variety of subjects
View the status or produce solution demand straight with this user help group
YouвЂ™re in a position to follow articles in your account therefore youвЂ™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. ItвЂ™s fast and it alsoвЂ™s smart; understanding mortgage terminology such as for example LMI and LVR вЂ“ and expands industry terms in your stead while you get.
The details expands well at night tips, also housing advertising materials that will help you attract clients that are new increase your company.
Your online search engine to access most of the loan provider information you will need at any moment
Goods, policy, associates, 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 and ask for
Forms is more or less because it appears вЂ“ a number of online internet kinds to help make admin a walk within the park. Make administration modifications easily and quickly without the need to select within the phone or find the appropriate e-mail of whom to make contact with. The types are really easy to find and simple to make use of, providing you with the satisfaction your property is with in purchase and everything is as much as date with regards to the running of one’s business.
An instrument for Approved Officers to create 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 along 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 develop your pipeline with regards to business that is referral. Refer can help you streamline the lead procedure, something both you along with your referrers may use where leads are delivered through electronically to you personally after which immediately 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 usually have passed away the right path, from initial contact all the way through to settlement. Regarding the client front, consumers may also be notified via an automatic e-mail from their referrer which you will be in contact and also to expect your call.
The device may also enable you to satisfy your NCCP responsibilities while using the information 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 monitor your recommendation company
A user friendly digital solution providing both you and your referrers just the right visibility at each phase
No need to increase handle or re-key with leads packed into FLEX, all kept well that will help you fulfill your conformity responsibilities.