Helps you to move fast and stay ahead of the competition.
Our Standard edition is built to meet the specific needs of the broking world. This version accommodates the additional parameters around controls and compliance obligations. You can have a live feed from website inquiries straight into Finance Genius creating all sorts of efficiency around prospect management. And of course the solution is customisable to accommodate your business structure and processes.
Finance application management system
Manage entire application direct from Genius,
Comprehensive work flow from the one system, including booking vehicles, Veda credit checks, ABN lookup
Comprehensive repayment calculations
Pipeline and settlement tracking and reporting
Systems support team tracking time & money for internal departments working on the application.
Point of sale system
Contact management system, email & SMS direct to clients, dealers, brokers with one email to keep all informed as to the progress of the application.
Email & SMS templates for all application status
Full F & I system calculating total amount finance, Insurance, Income , dealer commissions and broker commission
Direct Feed for bank statements and Centrelink statements into Genius in minutes of customer completing the link
Diary Notes auto records every action completed in Genius
Forms auto populate with all information that can be emailed or printed for example ASIC documents, Privacy forms, FSG
Settlement section recording all F & I income and expenses associated with the application
Direct feed into participating lenders
Document upload direct into Genius
Cloning application for existing clients to save time and improve efficiency
Settlements with filtering options able to be printed or exported
Full reporting of all aspects of the settlement – volumes, NAF, Income broken down for further analyse
Flexible reporting options
Graphs analysing volumes, income, % penetration of insurances, average per finance settlement at a glance
Eliminate Paperwork Hassle
Allocate your Volume Bonus and AWR bonus evenly or by amount financed or weighted automatically. This means no waiting for your statement. You can also project figures for planning.
This will save you time and ensure accuracy at all times. You will never have to do time-consuming manual calculations again.
Finance Commission Report
Generate downloadable report by supplier, and match paid commission against commission statement.
Insurance Commission Report
Search and generate report by supplier and product so that it is easy to compare against commission statement and commission paid up.
Multiple Search Fields
Create custom reports by selecting a combination of specific search fields. This makes delivering the correct information easy and accurate always.
No more trying to separate a special campaign from the normal day-to-day rates. You can easily exclude rate automatically to ensure fair and always correct.
Downloadable Sales Data
Filter and download sales logs into Excel. This is ideal for making sales forecast or matching sales to employees or matching payments.
Make income adjustments directly within the system to reflect current month. Download and matched against the actual commission and income.
Insurance Only Report
Search on all your insurance products and generate printable reports. Identify missed opportunities as you monitor insurance sales.
With the click of a button, sales reports can be downloaded as PDFs for easy distribution via emails, or printed for meetings.
Sell More F&I
Increase your F&I sales with our multi-dimensional menu; customize it to suit your business and user requirements.
Email or SMS a menu quote to a customer. They sign on their device using their mouse or directly on their phone screen. The signature is captured automatically and populates all preliminary finance documents and is time and date stamped. A great solution for remote customers!
Email documents to customers and keep track of the status. Customers will be able to sign off documents and acknowledge without having to come back to the office.
Set the products you want to sell so that brokers can spend more time with customers and offer all products, all the time. Make it easy for customers to buy.
Set up the menu with information to help improve the buying experience. Illustrate the benefits of the products to make buying easy.
SMS documents to customer and track the status when the customer received it. Customers can sign off on the screen via their mobile phone and signature and date is embedded in the document.
Track Success and Performance
Create an overview of the group’s performance or the full breakdown of each department. Display the result as a whole and get a live snapshot instantly.
Show the monthly breakdown in graphs and track trends over time. The dashboard also allows you to search for the outcomes of the reports and present them in graphs for analysis.
Broker Award Program
Set targets and in-house rewards programs to motivate your Brokers and create friendly competition within and between departments.
Receive daily reports via email to get an overview of how the department is performing. Track performance daily to get a clear overview.
Finance Only Reports
Generate reports based only on the results for finance-related products only, and drill down to extract details relevant to your finance reporting.
Generate reports based on income by source for analysis and planning. This is also great for presentations and meetings.
Set targets for Brokers and create friendly competition with a LIVE leader board. Score card can be opened and will update every minute to show current leading Broker.
Compare locations based on specific KPI’s. Generate graphs and reports for presentation and analysis.
Report for Penetration
Compare penetrations outcomes for products against retail sales. This is excellent for identifying where training needs and product knowledge is required.
Track finance and insurance sales (LIVE) over the year in a single report. This also gives monthly breakdowns that you can make comparisons against.
Compare performance between Brokers. Generate results in graphs and reports for analysis and planning in seconds.
Drill down to see the performance of each Broker. Easily generate these reports for sales meetings or performance reviews.
Search for the outcomes of the reports and present these in graphs for quick analysis.
Finance Supplier Report
Create an overview of your suppliers for comparison, and see the information and business you have given to each supplier.
Make queries for specific outcome to build a summary of insurance sales by products. Customize reports and graphs for presentation and analysis.
Report for Total Income
With Live Total Income reporting, there will be no surprises. Easily forecast income against budgets to ensure that the business is on track.
Track your referrals and see who provides the most and the results on these leads.
Improve your system performance by storing your data and documents on your own dedicated server backed by Amazon.
Eliminate the need to file printed documents by saving them directly to the system from each user’s workstation. These documents are organized for secure and easy access.
Full NCCP Compliant
Your customers will have full disclosure of products and information managed according to their role in your hierarchy.
High Security Access
To meet regulatory compliance, all users are on our highly secure network, and the database is backed up daily.
Once commission is paid, you can lock the sale so that it cannot be adjusted. This gives you complete control over each transaction and prevents sales manipulation.
Fill out and submit standard applications from within the system to the Financier. At the moment, we are connected to Alphera.
Customize your users access based on the structure of your organization so that each user can only access information relevant to their role.
All users will have individual secure login so that transactions are tracked through login IP addresses.
Unique Document Storage
Easily upload and organise documents by scanning them into the system directly. Documents are securely archived against the individual customer and easily accessible at any time.