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.
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.
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.
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.
Since Broker Fact Find is dynamic it allows your customers to complete just the information you need from them.
Once your customer completes their questionnaire it’s automatically emailed back to you and all data of the opportunity is updated in FLEX.