BROKERS

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

Serviceability calculator

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

Genius Features

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

performance tracking

Document upload direct into Genius

Cloning application for existing clients to save time and improve efficiency

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Reporting

Settlements with filtering options able to be printed or exported

Group/dealers reporting

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 Eliminate Paperwork Hassle


Bonus Payment Allocation
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.

Calculates Commission
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.

Calculates Special Rates
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.

Income Adjustment
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.

PDF Download
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 & ISell More F&I


Multi-dimensional Menu
Increase your F&I sales with our multi-dimensional menu; customize it to suit your business and user requirements.

Digital Signature
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 Document
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.

Menu Selling
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.

Menu Sales Aid
Set up the menu with information to help improve the buying experience. Illustrate the benefits of the products to make buying easy.

SMS Document
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 Track Success and Performance


Aggregated Reports
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.

Dashboard
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.

Daily Reports
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.

Income Dashboard
Generate reports based on income by source for analysis and planning. This is also great for presentations and meetings.

Leader Board
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.

Location Analytics
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.

Annual F&I Summary
Track finance and insurance sales (LIVE) over the year in a single report. This also gives monthly breakdowns that you can make comparisons against.

Broker Analytics
Compare performance between Brokers. Generate results in graphs and reports for analysis and planning in seconds.

Broker Report
Drill down to see the performance of each Broker. Easily generate these reports for sales meetings or performance reviews.

Finance Dashboard
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.

Insurance Dashboard
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.

Referral Reports
Track your referrals and see who provides the most and the results on these leads.

Improve Compliance Improve Compliance


Dedicated Server
Improve your system performance by storing your data and documents on your own dedicated server backed by Amazon.

Document Upload
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.

Lockable Sales
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.

Finance Application
Fill out and submit standard applications from within the system to the Financier. At the moment, we are connected to Alphera.

Full Hierarchy
Customize your users access based on the structure of your organization so that each user can only access information relevant to their role.

Secure Login
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.