Welcome to AFG Suite.

As an AFG broker, you are partnering with a company with a continued focus and investment on technology to help your business grow. AFG brokers have access to our award-winning tools to help maximise efficiencies, leverage the full potential of today’s technology, stay ahead of the game and help set you apart from the competition.

AFG Suite is our latest set of integrated technology tools and apps which you can access all under the one roof and the one login, designed to fuel better business practice, better client experience and better growth.

A quick overview of your business

As the home page for AFG Suite, Dashboard is connected to all other apps within AFG Suite and displays all the important information you need for your day. Dashboard showcases useful information such as your support team details, status of support requests with AFG, training information, upcoming events, latest news and much more.

Added to this information is also detailed key metrics about your business served up from Analytics, giving you a clear snapshot of your current portfolio pipeline, conversion ratio, portfolio growth, lodgement volume and more.

  • Dashboard displays a summary of information from other products in AFG Suite and services from AFG

  • See a quick overall snapshot of your business portfolio and other important information

  • Drag and drop widgets to customise the layout to how you want to work

pipeline

Workflow management built for brokers.

Your opportunities start and finish with Pipeline. Display and manage all your current opportunities and applications in a single place with an intuitive card-based graphical interface. Pipeline was engineered and designed in consultation with our top mortgage brokers to cater to changing work-habits of modern brokers.

Simplified and intuitive workflows mean you spend your time managing your business, not your admin.

  • Single customer view across all contact and loan info
  • Drag and drop customer cards to progress customer applications
  • Visual traffic-light prioritising system for tasks, opportunities, applications and settlements
  • Automated workflows to progress customer applications based on lender back-channel messages
  • Process-driven activity templates for wide-range of loans
  • Full-integration and data-synchronisation with FLEX

AFG’s industry-leading technology platform

FLEX, provides a unique advantage to you in delivering superior service to your customers. FLEX is a single access point for all your customer data and products, eliminating the need to run multiple programs to perform different tasks.

Importantly, it is not an off the shelf product, it is regularly updated and upgraded both through our relationship with Oracle and with the help of our internal IT team and is supported by our internal Broker Support team.

  • Our award-winning, end-to-end technology platform – the engine room of your business
  • Live product access, inbuilt compliance, live deal tracking and commission system
  • Oracle based, bespoke platform fully supported, continually enhanced and upgraded
analytics-mockup

It’s like having your own business analyst.

Analytics extracts and analyses all of the data from your FLEX applications, contacts and commissions on a daily basis, updating every evening so you have the very latest data to hand.  With a host of pre-defined reports, Analytics will eliminate all of the guesswork, giving you the insight to help you make better and faster decisions.

With clever reporting on your business patterns and customer statistics, you’re able to develop better forecasting and counteract any negative business trends before they impact your bottom line.

  • The clever reporting tool serving up the right business intelligence in real time

  • Access data on deals lodged, settled, commission payments, portfolio growth, customers and SMART stats

  • All the key indicators you need – just like having your own business analyst on board

Serviceability calculators

Inbuilt, allowing advanced scenario comparison functionality.

Integration

The ability to integrate your website, business partner’s systems and other third party systems.

Workflow management

Ensure the deal, and your team, are on track.

Live deal tracking

Automatic status updates directly from the lender.

Electronic lodgement

Including automated document generation.

Marketing

Full integration with our award-winning, industry-leading SMART marketing program.

Reporting

The ability to segment and report to help you understand and manage your day-to-day operation.

Security and Support

Market-leading availability, security and IT support, including hierarchical access controls at the levels that suit you in terms of visibility, reporting and commissions.

Business Intelligence

To help you with identification, discovery and analysis of historical, current and predictive views of your business data to give you better operational insight and more effective decision making.

Training library for the mortgage industry.

Learn is our own online collection of courses, training events and professional development opportunities to ensure you’re the best broker you can be, with the best business practices in place, delivering the best customer outcomes you can. With tailored learning pathways and the ability to browse the course library at any point, we help you have all bases covered when it comes to your professional development.

Use the filters to help you find the course you’re looking for, and undertake all courses from your own home or office, and find events you can register for such as PD days and lender training events.

  • A bespoke learning management system dedicated to your training and development needs

  • Tailored learning pathways and additional course libraries at the touch of a button

  • Transparent and trackable with full training history on display, and where you store your CPD points.

24/7 support with our knowledge-base

Every AFG broker has access to our support via phone, email or chat – and Help is just an extension of our support offering. Giving you 24/7 access to our extensive knowledge base, Help is your new best friend when you need it most.

Search for your answer across common categories to find the relevant article you need, if you find a helpful article you want to refer back too you’re able to follow the article and we’ll notify you when that article is updated. Help also allows you to keep track of all your support requests with our support teams, allowing you to easily keep track of the status of your requests and get updates in real time.

  • An extensive knowledge-base of information across a vast array of topics

  • View the status or create service request directly with our member support team

  • You’re able to follow articles in your account so you’re able to stay informed with updates

Would you like a demo of AFG Suite?

afg-suite-lenders

Our search engine for lender information

Lenders is your library of lender and key business partner information.  It’s fast and it’s smart; understanding mortgage terminology such as LMI and LVR – and expands industry terms on your behalf as you go. 

The information extends well past the basics, even housing marketing materials to help you attract new clients and grow your business.

  • Your online search engine to access all the lender information you need at any time

  • Products, policy, contacts, calculators, commissions, Lender matrix and marketing materials all in the one place

  • Custom built search engine that intuitively speaks your language

forms-mockup

Speed up your updates and request

Forms is pretty much as it sounds – a series of online web forms to make admin a walk in the park.  Make administration changes easily and quickly without having to pick up the phone or find the right email of who to contact. The forms are easy to find and easy to use, giving you the peace of mind your house is in order and everything is up to date when it comes to the running of your business.

  • A tool for Approved Officers to make administrative changes with ease

  • Simple web forms to add or remove brokers and staff, or change referrer details

  • Make changes to bank account details and commission splits with no fuss

AFG Suite - Refer

Work easier and more efficient with your partners

With so much of your business coming from your valuable referral sources, Refer is AFG’s tool to help you manage and grow your pipeline when it comes to referral business.  Refer helps you streamline the lead process, a tool both you and your referrers can use where leads are sent through electronically to you and then automatically populating into FLEX. Working well for referral sources both with and without commission structures in place, referrers can easily track the status of business they have passed your way, from initial contact right through to settlement. On the customer front, clients are also notified via an automated email from their referrer that you will be in touch and to expect your call.

The tool can also assist you to meet your NCCP obligations with all the information stored in the right place when it comes to your referrer register.  It just couldn’t be easier, helping streamline your processes and helping fuel this important source of new customers.

  • Your custom-built referral management tool allowing you to track your referral business

  • An easy to use digital solution giving you and your referrers the right visibility at every stage

  • No need to double handle or re-key with leads loaded into FLEX, all stored nicely to help you meet your compliance obligations.

  • AFG’s FLEX still continues to exceed my expectations. It is a simple, easy to use program, yet incredibly powerful and a wonderful asset for my business.

    Raveen, QLD

FLEX iPad

The ideal tool for a meeting on the run.

  • Product search and compare
  • Borrowing capacity calculator
  • LMI premium calculator
  • Stamp duty calculator
  • Loan repayment calculator
  • Total cost of purchase calculator
  • Loan comparison calculator
  • Automated Privacy Consent and Credit Guide generation (with the ability to sign on the iPad)
  • Capture supporting documents using the camera
  • Electronic lodgement

AFG Mobile

All the information you need at your fingertips.

  • Available on iOS and Android
  • Access to your opportunities in Pipeline
  • Access to your contacts in FLEX
  • Access to extensive lender and product information
  • Tailored search capabilities
  • Expansive selection of calculators that make it easier for you to stay ahead of the game while you’re on the go
  • Call or email your contacts with a touch of a button
  • Get directions to your customer’s home on the way
  • Can be used with no internet connection
brokerfactfind-background

Broker Fact Find

Does the legwork to speed up a deal.

Collecting customer information can often slow down the process for both you and your client. It takes time for the client to supply it and then more time for you to enter it into FLEX. Broker Fact Find is an online customer tool that lets your customer do the data entry for you and helps streamline the application and approval process – saving you time and money.

  • Branded with your logo and details
  • Makes it easy for your client to supply information with guided data collection process
  • Intelligently skips questions or asks for additional information depending on your client’s answers
  • Automatically emailed to you on completion, and all the data is updated in FLEX
  • Speeds up the process, allowing your client to provide their details at a time and place convenient to them

My AFG Broker App

The smartphone app for your customers.

My AFG Broker App is a quick and easy way for your customers to contact you, share your details with their friends and family, quickly compare home loans, use calculators to better understand their situation, and read the latest industry news. Branded with your logo and up-to-date details pulled from FLEX, it’s the ideal way to stay in touch with current and new business opportunities while expanding your customer network.

  • Available on both iOS and Android
  • Customised with your branding and details
  • Quick access for your customer to your contact details
  • Links to industry and your own social media posts
  • Home Loan Comparison tool and a suite of calculators

Find out how AFG Suite can help your business

Contact Us

Being such a diverse company, AFG has a range of different divisions. Send through a quick enquiry and we'll be touch with you soon.

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