Complete client management & Enterprise Workflow automation
Powered by salesforce.com, afos on top of industry tools, delivers native salesforce CRM flows, with afos you get the best of both worlds, a complete client management CRM and industry leading tools.
- Lead, Opportunity and account management through a user-friendly dashboard
- 360 degree view on your customer and all their activity
- Workflows that have been fine tuned to seamlessly move a lead, into an opportunity, through to approval submission and settlement.
- Inbuilt processors & tailored settlement email templates to assist with in house settlements.
- Access digital script’s and information capture forms
- Supporting document retrieval and management systems
- Automated reminder Emails for outstanding supporting documents
- Email & SMS templates for every step in the sales journey, from initial attempted contact, through to dealer invoice requests.
- Real time reporting on all important metrics
- Commission management
- Efficient, end to end, customer application journey through our online customer portal
- Sell and manage more clients by utilising all the productivity tools made available
Lender Integration
Our comprehensive lender quoting, comparison and recommendation tools plus our API integration’s form part of the core functionality that set’s our system apart. With hundreds of algorithm’s coded into our software, we automate and simplify the comparison and matching process.
- Lender & Insurance API’s allowing for Straight through processing on most major funders, adding further API’s as they become available
- 30 + lender inbuilt calculators
- Accurate, algorithm based quoting based on lender policy and pricing.
- In-built, algorithm based, comprehensive lender comparison and matching tool
- As lenders change their policies, pricing & API’s, we update within required time-frames so that your calculations are always accurate.
- HEMS and Lender driven affordability calculators
- Customised YTD calculators
- Calculate and email a quote with our 1-click email template including merged quote details.
- In-built DSM compliant insurance calculations and presentation options
- Keep on top of new lender policy and pricing
- Fast-track lender knowledge
- Let the system recommend the right lender options based on client profile
- Submit compliant applications with all NCCP documents in order, in under 10 minutes
Compliance & Business Integration’s
All the compliance automation’s and business integration’s you need to operate an efficient brokerage.
- Glasses Guide integration, with inbuilt LTV calculations
- HEMS for quick and easy affordability assessments
- Equifax
- PPSR
- Xero - raise commission invoices directly from afos into your xero account
- Illion - automated retrieval and uploading of bank statements
- Powered by the worlds largest CRM provider salesforce.com
- Inbuilt Compliance systems that cover NCCP, responsible lending, document creation and auditing.
- Automated Credit Guide, Credit Quote, Credit Proposal & Privacy Consent delivered efficiently through customer portal and e-sign.
- Automated Preliminary assessment generation
- System rules that prevent you from moving forward if outstanding work is still to be done
- Integration with Vehicles Direct, an in house Car Broker, where you can send leads and maintain 2 way communication with your designated car broker through the platform.
About us
Afos.io, powered by salesforce.com, is a fully customised asset finance CRM platform delivering all the required tools to manage a modern brokerage or motor dealership.
It delivers turn-key solutions for Car, Leisure, Equipment, Unsecured personal and Business loans.
Afos is a total solution that covers off sales, lead and pipeline management, application and document collection, seamless processing of applications through API, automated workflows and more.
It has the ability to increase productivity through efficiency and ultimately deliver more freedom to focus on growing sales, all the while being compliant every step of the way.
It’s intuitive structure, system rules and algorithms deliver turn-key solutions with very little training required.
Drop us a line!
For more information, please contact us below for a no-obligation chat