Whilst the home page for AFG Suite, Dashboard is linked to all the apps within AFG Suite and displays all of the information that is important requirement for your entire day. Dashboard showcases helpful information such as for instance your help team details, status of help needs with AFG, training information, upcoming activities, latest news and many other things.
Dashboard shows a listing of information off their items in AFG Suite and solutions from AFG
See an instant overall snapshot of one’s business profile along with other important info
Drag and drop widgets to customise the design to the way you like to work
Workflow management designed for agents.
Your possibilities begin and complete with Pipeline. Show and handle all your valuable present possibilities and applications in one spot with an intuitive card-based interface that is graphical. Pipeline was designed and engineered in assessment with your top home loans to focus on changing work-habits of contemporary agents.
Simplified and intuitive workflows suggest you may spend your time and effort handling your payday loans East Sussex company, maybe perhaps not your admin.
Solitary client view across all contact and loan information
Drag and drop consumer cards to advance consumer applications
Artistic traffic-light prioritising system for tasks, possibilities, applications and settlements
Automated workflows to advance customer applications predicated on loan provider back-channel communications
Process-driven activity templates for wide-range of loans
Full-integration and data-synchronisation with FLEX
AFGвЂ™s technology platform that is industry-leading
FLEX, provides an unique benefit to you in delivering superior solution to your visitors. FLEX is a solitary access point for all you consumer information and services and products, eliminating the necessity to run numerous programs to execute various tasks.
Significantly, it’s not a from the shelf item, it is frequently updated and upgraded both through our relationship with Oracle along with the assistance of our internal IT group and it is sustained by our interior Broker help group.
Our award-winning, end-to-end technology platform вЂ“ the motor space of the 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 getting your own company analyst.
Analytics extracts and analyses every one of the information from your own FLEX applications, connections and commissions for a daily foundation, upgrading each night which means you have actually the extremely latest data at hand. With a bunch of pre-defined reports, Analytics will expel every one of the guesswork, providing you the understanding that will help 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 best business intelligence in realtime
Access information on discounts lodged, settled, commission payments, profile development, clients and SMART stats
All of the key indicators you may need вЂ“ exactly like getting your own company analyst on board
More attributes of FLEX
Inbuilt, enabling advanced level situation contrast functionality.
The capacity to incorporate your site, business partnerвЂ™s systems along with other party that is third.
Make sure the offer, along with your group, are on course.
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 capability to part and report that will help you realize and handle your day-to-day procedure.
Protection and Support
Market-leading availability, security plus it support, including hierarchical access settings at the amount that suit you when it comes to exposure, reporting and commissions.
That will help you with recognition, finding and analysis of historic, present and predictive views of one’s company information to provide you with better functional understanding and more effective decision creating.
Training library for the home loan industry.
Discover is our very own online number of courses, training events and expert development possibilities to make sure youвЂ™re the greatest broker you may be, aided by the business practices that are best in spot, delivering the very best client results you are able to. With tailored learning paths as well as the capacity to see the course collection at any true point, we assist you to have all bases covered in terms of your expert development.
Utilize the filters that will help you get the course youвЂ™re looking, and undertake all courses from your own house or workplace, in order to find occasions you are able to create such as PD times and lender training events.
A bespoke learning management system specialized in your training and development requirements
Tailored learning paths and course that is additional at the touch of the key
Transparent and trackable with full training history on display, and for 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 talk вЂ“ and Help is merely an expansion of y our help providing. Giving you 24/7 usage of our considerable knowledge base, Help will be your brand 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, if you learn a helpful article you intend to refer straight back too youвЂ™re in a position to proceed with the article and weвЂ™ll notify you whenever that article is updated. Assist also enables you to keep an eye on all our support teams to your support requests, letting you effortlessly keep an eye on the status of the needs and get updates in realtime.
An knowledge-base that is extensive of across a huge selection of subjects
View the status or directly create service request with your 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 lender information
Loan providers is the collection of loan provider and business partner information that is key. ItвЂ™s fast and itвЂ™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 tips, also housing advertising materials to assist you attract clients that are new increase your company.
Your search that is online engine access most of the loan provider important information whenever you want
Goods, policy, associates, calculators, commissions, Lender marketing and matrix materials all within the one spot
Custom built internet search engine that intuitively talks your language
Speed your updates and demand
Types is just about because it seems вЂ“ a few online internet types to help make admin a walk into the park. Make management modifications effortlessly and quickly and never have to choose within the phone or choose the best e-mail of whom to get hold of. The kinds are really easy to find and simple to make use of, providing you with the satisfaction your property is in everything and order is as much as date in terms of the running of the company.
Something for Approved Officers to produce administrative changes with simplicity
Simple 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 coming from your valuable referral sources, Refer is AFGвЂ™s device that will help you manage and increase your pipeline with regards to referral company. 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 to you 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’ve passed away the right path, from initial contact all the way through to settlement. Regarding the client front side, consumers will 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 also can allow you to fulfill your NCCP responsibilities with all the information kept in just the right spot with regards to your referrer register. It simply couldnвЂ™t be easier, assisting streamline your procedures and helping fuel this essential supply of brand new 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 every phase
You don’t need to increase re-key or handle with leads packed into FLEX, all saved nicely to assist you satisfy your conformity obligations.