4 votes

User friendly Product comparison graph with splits

Surprised to see how manual having a split is to present to a client, then having to add LMI and that you can’t compare it against other options. I would love an easier report that can be customised and easily illustrates the comparison of the three options over the life of loan to show the cheapest with all costs, etc. taken into account

Category: Broker Portal Nathan Taddeo shared this idea

One Comment

  • Olivia Zhao says:

    Hi Nathan, thanks for your feedback and we have considered it when building our new CRM.

    When filtering products, users can split the loan by simply switching on the split loan toggle. Split tabs are automatically displayed with variable and fixed splits. Product Selection features will continue to evolve to achieve an efficient workflow.

    If you’d like to get a quick overview of what features we’ve got planned, what we’re currently working on, and what’s been built and released on the platform, check out the product roadmap here: https://labs.afgonline.com.au/roadmap/

    Olivia Zhao
    UX Researcher at AFG

Leave a Reply

Powered by Simple feature Requests