Your time is important and so is your customers, that’s why we’ve taken advantage of inbuilt technology of the iPad to allow you to capture all the information you need from your customer on your initial meeting.
More than just a mobile website, it takes full advantage of the functions of an iPad such as gestures, camera and email integration. Clients can sign on the iPad, you can use the camera to capture supporting documentation and all the documentation can be emailed directly from your iPad into their inbox.
We know that as brokers you spend the majority of your day on the road and with that you don’t want to come back to the office to re-enter all the information or documents you’ve collected again.
The app automatically integrates with our FLEX system, so there is no need for multiple data entry to different platforms. This allows you to be on the road capturing the data of a new customer and syncing to the cloud for you or your admin staff back in the office.
The mobility and ease of use of the app creates obvious time efficiencies and allows you to give a much faster and more impressive service to your clients.
Our custom built FLEX iPad app takes full advantage of the functions of an iPad such as gestures, camera and email integration. Clients can sign on the iPad, you can use the camera to capture supporting documentation and all the documentation can be emailed directly from your iPad into their inbox.
We’ve taken full advantage of the touchscreen capabilities so you can allow your customers to sign directly on screen, meaning you can have certain inbuilt documents like privacy consent forms, credit guide etc completed on your first meeting.
No more need to take clients documents back to the office to scan or photocopy them, use the iPad’s camera to take a photo of the documents. Each of the documents are automatically saved against the appropriate client file for the one loan application.
Using our product comparison you’re able to include all the loan features and requirements your customer is after, filter the results and select up to 5 products to create a product comparison report which can be saved or emailed to the customer straight away.
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.
Your company brand promotion is something we make sure to build into all services we develop and the FLEX iPad app is no different. Your logo is included throughout the app; on all customer facing screens, calculators and reports that are generated.
The best part is when you update your information in FLEX it automatically updates on the app.
With a full range of calculators you’re able to generate branded reports for your customers. Here is the full list of calculators within the app:
Operates within Airplane Mode or without an Internet connection *
Personalise default settings and contact details within the app
Easy set up! Download and use your FLEX ID to login, then you’re ready!
Designed for iPad and iPad mini, both in portrait and landscape mode
Set multiple default emails to receive all reports that are generated
Easily set a unique PIN to add security and also gain access quickly
Make use of a variety of calculators to generate reports for your customers
Create your compliance Credit Guide and Privacy Consent Form in the app
Background syncing of your data is saved back to the cloud daily
Generate a full Fact Find PDF with the touch of a button
Add an exit cost to a liability and add liabilities to the borrowing capacity to capture refinances
Instant access to all lender documentation through BrokerHQ