Feeling overwhelmed by the myriad of tools and platforms you juggle as a broker?
You’re not alone.
AFG Suite 360 could be the solution you’ve been searching for.
Designed to streamline your workflow, it helps you manage everything from client relationships to compliance in one place.
Let’s delve into what AFG Suite 360 offers and how it can make your professional life easier.
Eliminate hours of manual data crunching and focus on building relationships with new clients.
Track My Trail makes it easy for brokers to keep track of lost & gained trail, discover clients who have paid off big chunks of their loans, and identify your most profitable clients.
Get Track My Trail for free today—no credit card required.
What Is AFG Suite 360?
AFG Suite 360 is a cutting-edge technological platform created by Australian Finance Group (AFG) for mortgage brokers.
It offers a range of tools designed to streamline operations, enhance efficiency, and improve the broker-client relationship. The platform includes features such as analytics, lender connections, and automated task management, all aimed at making the brokerage process more efficient.
The platform is designed to centralise various broker-related functionalities into a single, user-friendly interface. By integrating powerful tools like BrokerEngine Plus, Analytics, and Smart Online, AFG Suite 360 provides brokers with everything they need to manage their business effectively.
Understanding AFG Suite 360
Overview of the Platform
AFG Suite 360 is an online dashboard that centralises various broker-related functionalities into a single, user-friendly interface. It integrates powerful tools like BrokerEngine Plus, Analytics, and Smart Online, providing brokers with a comprehensive solution for managing their business.
This centralisation allows brokers to access all the tools they need in one place, streamlining their workflow and improving efficiency.
User Interface and Accessibility
The platform is designed with a focus on user experience, offering a clean and intuitive layout that is easy to navigate. It is accessible from various devices, ensuring that brokers have access to critical tools and data remotely.
This accessibility allows brokers to work from anywhere, providing them with the flexibility they need to manage their business effectively.
Security and Compliance
AFG Suite 360 offers robust security features, including integration with Finance Vault, to protect sensitive information, ensuring that brokers can manage their business with confidence. The platform also ensures compliance with industry standards, providing features that help brokers maintain regulatory compliance.
This focus on security and compliance is essential for brokers who need to protect their clients’ information and adhere to industry regulations.
Types of Services Offered by AFG Suite 360
BrokerEngine Plus
BrokerEngine Plus is a sophisticated tool designed to speed up loan processing times by up to 90 minutes per deal. It offers automated submission capabilities and reduces redundant data entry, allowing brokers to process loans more efficiently.
This tool is essential for brokers who need to manage a high volume of loans and want to improve their processing times.
Financial Analytics and Reporting
AFG Suite 360 provides analytics tools that allow brokers to pull comprehensive reports for informed decision-making. These tools help brokers track and manage client data efficiently, providing them with the insights they need to make strategic decisions.
This feature is crucial for brokers who want to stay informed and make data-driven decisions.
Communication and Client Management
The platform includes tools for improving communication between brokers and clients, such as automated SMS and email updates. These tools enhance client service by providing consistent and timely communication, improving overall client satisfaction.
This feature is vital for brokers who want to maintain strong relationships with their clients and provide excellent service.
Exploring Key Features of AFG Suite 360
Automated Task Management
AFG Suite 360 automates routine tasks, freeing up brokers to focus on more strategic activities. The platform offers customisable workflows to fit different business models and client needs, allowing brokers to tailor the system to their specific requirements.
This feature is essential for brokers who want to improve their efficiency and focus on high-value activities.
Document Handling and Security
The platform features FinanceVault, a secure document portal for safe storage and easy sharing of documents with clients. This portal supports compliance at each step of the document management process, ensuring that brokers can manage their documents securely and efficiently.
This feature is crucial for brokers who need to protect their clients’ information and adhere to industry regulations.
Integration with External Services
AFG Suite 360 seamlessly integrates with ApplyOnline, AFG Flex, and other external platforms to augment the brokerage process.
This integration helps make the loan application process more streamlined and less prone to errors, providing brokers with a more efficient way to manage their business.
This feature is vital for brokers who want to improve their workflow and reduce errors in the loan application process.
AFG Suite 360: Eligibility, Benefits, and Considerations
Eligibility Criteria
AFG Suite 360 is available to all brokers affiliated with AFG, regardless of firm size or volume of business. Access to the platform may require specific training or certification as provided by AFG, ensuring that brokers are equipped to use the system effectively.
This eligibility criterion ensures that all AFG-affiliated brokers can benefit from the platform’s features.
Benefits for Brokers
The platform offers significant benefits for brokers, including a reduction in processing time and administrative tasks. AFG Suite 360 provides a high level of customisation and scalability, allowing brokers to grow their business and adapt to changing needs.
These benefits are essential for brokers who want to improve their efficiency and expand their business.
Considerations and Limitations
While AFG Suite 360 provides extensive features, the initial setup and familiarisation with the system might require time and training.
Additionally, brokers need to factor in the AFG aggregator fees when assessing the overall cost. These aggregator fees can vary depending on the level of service and support required, and they are essential for accessing AFG’s full range of offerings.
Brokers should also consider the cost implications for full access and utilisation of all features, which might be a consideration for smaller broker firms.
These considerations are important for brokers who want to make an informed decision about using the platform.
Additional Insights into AFG Suite 360
Training and Support
AFG Suite 360 offers comprehensive training and support to ensure brokers can maximise the platform’s potential. This includes online tutorials, webinars, and dedicated support teams to assist with any queries or issues.
This support is crucial for brokers who want to quickly adapt to the platform and utilise its features effectively.
Customisation Options
The platform allows brokers to customise their dashboard and tools to suit their specific business needs. This flexibility ensures that brokers can tailor the system to their workflow, enhancing productivity and efficiency.
Customisation is key for brokers who want a personalised experience that aligns with their business goals.
Future Developments
AFG is committed to continuously improving Suite 360 by incorporating user feedback and technological advancements. This commitment ensures that the platform remains relevant and effective in meeting the evolving needs of brokers.
Staying updated with future developments is important for brokers who want to leverage the latest tools and features.
AFG Suite 360 is a powerful platform that offers a range of tools and features designed to enhance the efficiency and effectiveness of mortgage brokers. By centralising various functionalities into a single, user-friendly interface, the platform provides brokers with everything they need to manage their business effectively. With its focus on user experience, security, and compliance, AFG Suite 360 is an essential tool for brokers who want to improve their workflow and client relationships.
