While 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 every day. Dashboard showcases useful information such as for example your help group details, status of help needs with AFG, training information, upcoming activities, news that is latest and a lot more.
Dashboard shows a listing of information off their services and products in AFG Suite and solutions from AFG
See a fast overall snapshot of one’s company profile along payday loans in East Sussex with 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 handle your entire present possibilities and applications in one spot by having an intuitive card-based graphical program. Pipeline was engineered and designed in assessment with your top home loans to focus on changing work-habits of contemporary agents.
Simplified and workflows that are intuitive you may spend your own time handling your company, perhaps maybe not your admin.
Single 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 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
AFGвЂ™s industry-leading technology platform
FLEX, provides an unique advantage to you in delivering superior solution to your web visitors. FLEX is a solitary access point for all you consumer data and items, eliminating the requirement to run multiple programs to execute various tasks.
Significantly, it is really not an from the shelf item, it really is regularly updated and upgraded both through our relationship with Oracle along with the help of our internal IT group and it is sustained by our internal Broker Support group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of the company
Real time item access, inbuilt compliance, reside deal tracking 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 day-to-day foundation, updating each night so that you have actually the extremely latest information at hand. With a bunch of pre-defined reports, Analytics will eradicate all the guesswork, providing you with the understanding to assist you make smarter and faster decisions.
Any negative business trends before they impact your bottom line with clever reporting on your business patterns and customer statistics, youвЂ™re able to develop better forecasting and counteract.
The reporting that is clever serving within the right company intelligence in realtime
Access information on deals lodged, settled, commission re payments, profile development, clients and SMART stats
All of the key indicators you will need вЂ“ exactly like getting your business that is own analyst board
More attributes of FLEX
Inbuilt, enabling higher level situation contrast functionality.
The capacity to integrate your internet site, business partnerвЂ™s systems as well as other alternative party systems.
Make sure the offer, as well as your group, are on the right track.
Live deal monitoring
Automated status updates straight through the loan provider.
Including document generation that is automated.
Complete integration with this award-winning, industry-leading SMART advertising system.
The capability to report and segment to assist you comprehend and handle your day-to-day procedure.
Protection and Support
Market-leading availability, security plus it support, including access that is hierarchical at the amount that suit you with regards to presence, reporting and commissions.
That will help you with recognition, development and analysis of historic, present and predictive views of the business 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 personal online number of courses, training events and expert development possibilities to make sure youвЂ™re the most effective broker you will be, aided by the business practices that are best in destination, delivering the greatest client results you are able to. With tailored learning paths while the capability to look at program library at any true point, we allow you to have all bases covered with regards to your expert development.
Utilize the filters that will help you get the course youвЂ™re wanting, and undertake all courses from your own home that is own or, in order to find occasions you are able to 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 pathways and course that is additional at the touch of a key
Transparent and trackable with full training history on display, and where you store your CPD points.
24/7 help with your knowledge-base
Every AFG broker has use of our help via phone, email or chatвЂ“ and just help is an expansion of y our help offering. Giving you 24/7 usage of our considerable knowledge base, assist will be your brand brand new closest friend when it’s needed many.
Seek out your response across typical groups to get the appropriate article you want, if you discover a helpful article you intend to refer right back too youвЂ™re in a position to stick to the article and weвЂ™ll notify you whenever that article is updated. Assist additionally enables you to keep an eye on all your support needs with this help groups, letting you 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 a massive variety of topics
View the status or produce service demand straight with this user help 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 internet search engine for loan provider information
Loan providers can be your collection of lender and business partner information that is key. ItвЂ™s fast and it alsoвЂ™s smart; understanding mortgage terminology such as for instance LMI and LVR вЂ“ and expands industry terms in your stead while you get.
The info expands well through the essentials, also housing advertising materials to assist you attract new business and develop your company.
Your online search engine to access most of the loan provider important information whenever you want
Goods, policy, connections, calculators, commissions, Lender matrix and advertising materials all into the one spot
Custom built internet search engine that intuitively talks your language
Speed up your updates and ask for
Types is more or less since it appears вЂ“ a number of online internet types in order to make admin a walk into the park. Make management changes effortlessly and quickly and never having to choose the phone up or choose the best e-mail of who to get hold of. The types are really easy to find and simple to utilize, providing you the reassurance your home is in purchase and everything is as much as date regarding the running of one’s business.
Something for Approved Officers to help make changes that are administrative ease
Easy web forms to include or remove 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 that will help you manage and develop your pipeline with regards to business that is referral. Refer can help you streamline the lead procedure, an instrument both you as well as your referrers may use where leads are delivered through electronically for your requirements after which immediately populating into FLEX. Performing well for recommendation sources both with and without payment structures in position, 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 consumer front side, consumers will also be notified via an automatic e-mail from their referrer which 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 best destination in terms of your referrer register. It simply couldnвЂ™t be easier, assisting streamline your processes and helping fuel this source that is important of clients.
Your custom-built referral management device enabling you to monitor your recommendation company
A simple to operate solution that is digital both you and your referrers the best visibility at each phase
You don’t need to increase handle or re-key with leads packed into FLEX, all saved well to assist you satisfy your conformity responsibilities.