A reporting tool that’s like your own business analyst.

Business Intelligence (BI) is the ultimate analytical reporting tool available exclusively to our brokers. BI is an interactive reporting tool where you can access data on your deals lodged and settled, commission payments, portfolio growth, customer statistics, and all the key indicators which let you know about the health and growth of your business.

BI 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, BI 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. 

This new business intelligence function is just like having your very own business analyst on your team.

Have a better understanding of your portfolio.

What is Business Intelligence?

Business intelligence (BI) is an interactive reporting tool where you can access and analyse data on your deals lodged and settled, commission payments, portfolio growth, customer statistics, and all the key indicators which let you know about the health and growth of your business.

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. This business intelligence function is just like having your very own business analyst on your team.

bi-diagram

Commission payments

Have access to a complete archive of your commission payments. If you’re the master agent of a business you’ll have a complete overview of all your staff’s commission history, too.

All the data, all the time

No matter the time of day or your location, you’ll have access to all the data on your deals that are lodged and settled.

Your SMART marketing data

If you’re on our SMART marketing program you will have access to your branding, information about your campaigns sent, and much more – giving you complete oversight on how the program is working for your business.

Data on lodged and settled deals

Commission payments

Portfolio growth

Customer statistics

Access to AFG Mortgage Index reports

Reporting on lodgement pipeline

Month to date performance

Top lodging loan writers

Lodgement number by loan amount

Portfolio value detailed report

SMART send information

Marketability tab to segment your audience

Making the most of your data in BI

When you sign up with AFG, you have access to your own Business Development Manager who knows the industry and is invested in your business growth. Their knowledge, combined with your portfolio data in BI, can allow you to create a strong business plan for your company.

With insights into mortgage, commercial, and personal broking, the capabilities to help you with business planning, and an enthusiasm in customer service, your BDM will be a highly valuable resource.

Standing behind you and your AFG BDM are a team of staff around Australia in our Broker Support, Marketing, Compliance and IT departments – all available to help you and your business.

Want to use award-winning tech?

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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