Run your business better with data-informed business decisions. With AFG’s comprehensive broker dashboard, find out what makes your customers tick, chart your profitability and success, and stay one step ahead of the competition.
Keep track of your business with a dashboard of your sales analytics, lodgement pipeline, lodgement volumes, loan types and portfolio.
Gain a detailed view of your commission history for complete transparency around your commissions and a deep understanding of how commissions flow within your business.
Identify trends in the market, understand customer needs, and make data-informed decisions with a range of customisable reports.
Keep an eye on your portfolio run-off to understand how well you’re looking after your existing customers as well as securing new business.
But we’re even prouder of what those awards represent: our commitment to our brokers, their business and their customers.
Get red alerts for the customers at the highest risk of selling or refinancing before they take the plunge. And get oversight over your year-round marketing communications calendar, including your own customer satisfaction dashboard.
I went through the marketing alerts report and actively made calls to clients that I hadn't spoken to within the last 6-12 months, having a conversation with them about how their home loan is going. We identified refinance opportunities and sent product comparisons to the client if there was a benefit to them.
A broker dashboard is a centralised digital interface that provides mortgage brokers with real-time access to key business metrics, commission tracking, and performance analytics. AFG’s broker dashboard helps mortgage brokers make data-driven decisions by consolidating loan pipeline data, customer insights, and revenue tracking in one comprehensive platform. This mortgage broker tool eliminates guesswork and enables brokers to identify growth opportunities, track commission payments, and optimise their business performance.
AFG’s Analytics platform includes essential mortgage broker tools such as:
These integrated mortgage broker tools work together to provide comprehensive business intelligence for your brokerage.
Yes, AFG’s broker dashboard provides real-time commission tracking. You can monitor upfront and trail commissions, view payment schedules, track outstanding amounts, and analyse commission trends by lender, product type, and time period. The dashboard automatically updates as settlements occur, ensuring you always have accurate commission data.
The broker dashboard helps with portfolio management by providing comprehensive trail commission tracking, client retention analytics, and portfolio risk assessment. You can monitor which clients are at risk of refinancing, track portfolio value growth, identify cross-selling opportunities, and receive alerts about important portfolio milestones. This helps protect your trail commissions and maximise long-term revenue.
Yes, AFG’s broker dashboard is fully customisable. You can create personalised views showing the metrics most important to your business, set up automated reports, configure alerts for key performance indicators, and adjust timeframes for analysis. The dashboard adapts to your workflow, whether you focus on residential, commercial, or mixed lending.
