After many months of design, development, and testing, we are thrilled to announce that CRM will begin rolling out in May 2021.

Firstly, we wanted to say thank you to the hundreds of brokers who have contributed throughout this project. We’re incredibly grateful for their contribution in making this such a valuable tool for all AFG brokers.

As we count down until launch day, here’s a few ways we think CRM will help transform your customers’ experience, save you time and effort, and empower you to run your business, your way.

CRM: The ultimate workspace for tomorrow’s brokers

Get more done in less time

Avoid double-ups and double-entry of data with all your application management and collaboration tools now in one system.

Complete applications faster with our flexible workflows and keep deals moving through the pipeline with automated back-channel messages from lenders.

With CRM, you’ll no longer need to pay for multiple subscriptions for separate services such as digital signatures, electronic credit checks and digital bank statements to manage your day-to-day business.

Deliver a seamless digital experience for your customers

CRM makes it easier to provide a flexible and personalised customer experience by giving you a single, holistic view of your customer and all their data.

When you need to do things remotely or are working with customers on the go, CRM has a range of inbuilt customer service tools including digital signatures, electronic credit checks, and bank statement retrieval.

From the moment your customers enter the new Customer360 portal connected with CRM, you can continue building your brand by adding your own branding to all customer-facing tools, forms, and documents.

Compliance by design

Struggling to keep up with changing compliance obligations? CRM’s built-in compliance features help to reduce admin time and speed up applications, while protecting both you and your customers.

Our enhanced product selection feature harnesses customer information to quickly and easily compare thousands of products, so that you can find the right loan options that meet their needs and are Best Interests Duty compliant.

As you complete new loan applications, CRM’s smart application builder will automatically detect and prompt you on what customer information and compliance documents you need to prepare and submit.

Grow your business with advanced reporting and collaboration tools

Use CRM’s integrated analytics platform and dashboards to get detailed metrics on your business performance and see what your pipeline is worth, so you can start forecasting and planning for future growth.

In CRM, you’ll be able to see where all your deals are at and set tasks and notifications for your teams to meet deadlines and collaborate more effectively.

Interested to learn more about CRM or
how to become an AFG broker?

Get in touch with us today


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