Welcome to Community Voice

We love to hear feature requests for our projects from you! Community Voice works best when you file a single idea per submission, but feel free to file as many submissions as you’d like!

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11 votes

Create a broker chat

Create a broker chat where all brokers can communicate and bounce ideas off each other for new scenarios and lenders.

Category: Other 2 comments
5 votes

Lender/bank declared SLAs

Lender/bank declared SLAs table showing, assessment (purchase and separate refinance), unconditional, docs issued, executed doc received and settlement. For this the lenders will update every week (possibly by a portal…

Category: AFG Suite 0 comments
2 votes

CPD Dashboard for all reps

I have 11 brokers in my business so a dashboard for me to review all their CPD points progress would be helpful?

Category: AFG Suite 0 comments
11 votes

Bank application form generation with PCA

If the banks application form and Preliminary Credit Assessment could be generated together, then the forms could be printed/emailed to the client together. Right now we recommend a product, generate…

Category: AFG Suite 0 comments
7 votes

Lender Information Matrix

Hi it would be great to include the “nifty bits” about a lenders product. EG: alpha has a 100% offset on fixed- would be good to highlight this as the…

Category: Other 0 comments
4 votes

True rate in Products section

It would be great if we can include the true rate/comparison rate when we are creating a product comparison report through the 'Products' Tab instead of starting a new opportunity.

Category: Other 0 comments
4 votes

Flex self employed

In flex there should be a NOA tab for self-employed. There should be a salary package add back option many people pay extra to Super and for company cars. The…

Category: Other 0 comments

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