Business Intelligence

What is Business Intelligence?

Business intelligence (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 brand new business intelligence function is just like having your very own business analyst on your team.

The information you see in business intelligence will reflect your access to FLEX. If you have master agent or administrative access then you will be able to see the details across the company. If you have loan writer only access, you will only be able to see your own details and clients.

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.

Keep track of your business

Some of the features you can take advantage of in BI

circle-bi

Commission payments

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

circle-bi1

All the data, all the time

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

circle-bi3

Your SMART marketing data

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

– Some other features include –

  • Data on your deals lodged and settled
  • 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
  • Lodgement number by loan amount
  • Portfolio Value Detailed Report
  • SMART send information
  • Marketability tab to segment your audience
  • More to come, including trail reconciliation and commission breakdowns

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.