Turn several interviews into one

Broker fact find is AFG’s customer DIY tool designed to do the legwork for you and to allow your customer to provide their details at a time and place that suit them.

What is Broker Fact Find?

Broker Fact Find is a secure website that guides your customer through a fact finding process. You initially setup the client who then receives login information and a link to your branded Broker Fact Find website which guides the client through an intelligent data collection process.

It has built-in intelligence to skip questions and ask for additional information depending on the information the customer has provided.

Broker Fact Find is intended for the “standard” deal.

Broker Fact Find is ideal for your average home loan customer, who can enter the important information before the interview, arming you with client data and saving you precious time to focus on the client’s needs during the meeting. For other customers including company finance, self employed applicants, customers with large/complex property portfolios, deals with more than two applicants, or perhaps more mature customers who are not as savvy with technology, the AFG iPad app is the perfect solution.

The great thing about Broker Fact Find is that it not only helps you work more efficiently, it also speeds up the process for your client, allowing them to provide their details at a time and place convenient to them.

Did you want more information?

If you’re already an AFG broker just speak to your Business Development Manager today, but if you’re not yet with AFG, simply send through an enquiry and we will get you started.

It’s as easy as 1, 2, 3 …

Not only does it help you work more efficiently, it also speeds up the process for your client, allowing them to provide their details at a time and place convenient to them.

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Quickly send an invitation email straight from FLEX

When you’re ready to get a customer set up, just generate an email directly from FLEX and send it on to them to complete in their own time.

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Allow the loan process to fit your customer’s schedule

Since Broker Fact Find is dynamic it allows your customers to complete just the information you need from them.

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Have the information ready to go at the first meeting

Once your customer completes their questionnaire it’s automatically emailed back to you and all data of the opportunity is updated in FLEX.

AFG TECHNOLOGY TOOLKIT

When you join AFG you are provided with these key tools that include.

FLEX

FLEX is a single access point for all customer data and products, eliminating the need to run multiple programs to perform different tasks.

FLEX iPAD

Perfect tool for a one time meeting. Easily take clients through product comparisons, sign documentation, different scenarios and more.

Mobile apps

Apps have changed how we communicate with each other, that’s why it’s a strong focus at AFG for our brokers to have the right tools.

SMART

AFG’s award winning custom-built marketing program that we manage on your behalf. Find out how SMART can work for you.

Business Intelligence

AFG’s reporting tool; giving you direct insight around your lodged and settled deals, commission, portfolio growth & customer statistics, helping you better plan, predict & perform.

LYNK

LYNK is AFG’s custom built referral management tool that will help you streamline your lead process for you and your referrers can use.

Broker Fact Find

An online customer website that lets your customer complete their information themselves and saves everything back into FLEX.

BrokerHQ

BrokerHQ is our online search engine that finds all the lender documents you’ll and your staff need, making it easy to find what you need.

KnowledgeHQ

KnowledgeHQ is AFG’s purpose-built online learning platform where you can find all the information and support information on everything AFG offer.