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October 29, 2020

Let me make it clear about an instant summary of your company

Let me make it clear about an instant summary of your company

Once the webpage for AFG Suite, Dashboard is linked to all the apps within AFG Suite and shows most of the important info you dependence on your entire day. Dashboard showcases helpful information such as for instance your help group details, status of help needs with AFG, training information, upcoming activities, news that is latest and many other things.

Dashboard shows a listing of information from other items in AFG Suite and solutions from AFG

See an instant general snapshot of one’s company profile as well as other information that is important

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

Workflow management designed for agents.

Your possibilities begin and complete with Pipeline. Show and manage all your valuable present possibilities and applications within a destination having an intuitive card-based interface that is graphical. Pipeline was designed and engineered in assessment with our top lenders to focus on changing work-habits of contemporary agents.

Simplified and workflows that are intuitive you spend your own time handling your online business, maybe maybe not your admin.

Solitary customer view across all loan and contact information

Drag and drop client cards to advance client applications

Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements

Automated workflows to advance client applications predicated 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, offers an unique advantage to you in delivering superior service to your prospects. FLEX is just a solitary access point for all you client information and products, eliminating the necessity to run numerous programs to do various tasks.

Significantly, it’s not an from the shelf item, it really is frequently updated and upgraded both through our relationship with Oracle along with the help of our internal IT group and it is supported by our interior Broker help group.

Our award-winning, end-to-end technology platform – the engine space of one’s company

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

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

It is like having your very own company analyst.

Analytics extracts and analyses all the information from your own FLEX applications, connections and commissions for a day-to-day foundation, upgrading each night and that means you have the really latest information at hand. With a number of pre-defined reports, Analytics will expel every one of the guesswork, providing you with the understanding to assist you make better and faster choices.

With clever reporting on the company patterns and customer data, you’re able to build up better forecasting and counteract any negative company styles before they affect your main point here.

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

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

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

More options that come with FLEX

Inbuilt, allowing scenario comparison functionality that is advanced.

The capability to incorporate your internet site, business partner’s systems as well as other 3rd party systems.

Ensure the deal, along with your team, are on the right track.

Real time deal monitoring

Automated status updates directly through the loan provider.

Including automatic document generation.

Complete integration with this award-winning, industry-leading SMART marketing system.

The capability to part and report 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 exposure, reporting and commissions.

That will help you with recognition, finding and analysis of historical, 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 mortgage 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, utilizing the most readily useful company methods in destination, delivering the very best client results it is possible to. With tailored learning paths plus the power to see the program library at any point, we assist you to have all bases covered in terms of 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 own own house or workplace, and discover activities you’ll sign up for such as PD times and lender training events.

A bespoke learning management system aimed at your training and development requirements

Tailored learning paths and course that is additional at the touch of a key

Trackable and transparent 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 usage of our help via phone, e-mail or chat– and just help is an expansion of y our support providing. Giving you 24/7 usage of our substantial knowledge base, assist is your new friend that is best as it’s needed most.

Look for your solution across typical groups to obtain the appropriate article you will need, if you learn a helpful article you intend to refer straight back too you’re in a position to stick to the article and we’ll notify you when that article is updated. Assist additionally lets you keep an eye on all our support teams to your support requests, letting you effortlessly record the status of the demands and get updates in realtime.

An knowledge-base that is extensive of across a massive selection of subjects

View the status or directly create service request with this member 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 google for loan provider information

Loan providers is the library 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 information and knowledge expands well after dark fundamentals, also housing advertising materials that will help you attract clients that are new increase your company.

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

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

Custom built s.e. that intuitively talks your language

Speed your updates and ask for

Types is more or less since it seems – a few online internet kinds in order to make admin a walk into the park. Make management modifications easily and quickly and never have to select the phone up or find the appropriate e-mail of whom to make contact with. The kinds are really easy to find and simple to make use of, providing you the reassurance your property is with in everything and order is as much as date in terms of the running of one’s company.

An instrument for Approved Officers in order to make changes that are payday loans East Sussex administrative simplicity

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

Make modifications to banking account details and payment splits without any fuss

Work easier and much more efficient together with your lovers

With so much of the business originating from your valuable referral sources, Refer is AFG’s device to assist you handle and develop your pipeline when it comes to referral company. Refer can help you streamline the lead procedure, an instrument both you along with your referrers may use where leads are delivered through electronically for you after which immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures in position, referrers can effortlessly track the status of company they’ve passed your path, from initial contact all the way through to settlement. Regarding the consumer front side, consumers will also be notified via an automatic email from their referrer you shall be in contact and also to expect your call.

The device may also allow you to satisfy all the information to your NCCP obligations kept in the proper destination in terms of your referrer register. It simply couldn’t be easier, assisting streamline your procedures and helping fuel this important way to obtain brand new clients.

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

A simple to operate electronic solution providing both you and your referrers just the right visibility at every phase

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

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