Introduction to Horizon 2 (Asset brokers only)
Horizon 2 is a powerful broker portal designed to streamline asset finance applications, lead management, and commission tracking. The platform provides brokers with essential tools to manage their applications efficiently and access key financial data in one central location.
This guide will walk you through the main features of Horizon 2, how to navigate the system, and where to get support when needed.
Key Features of Horizon 2
1. Dashboard Overview
Once logged in, brokers will see the Home Dashboard, which includes:
Quickstart: Allows brokers to create a New Lead, New Application, or New Quote
Search for an Application: A search bar to quickly locate deals
Glass’s Guide Search: A direct link to valuation data for vehicles and assets
My Last 5 Deals in Progress: A table displaying the latest applications being processed
2. Managing Applications
The Applications section helps brokers:
✅ Submit new finance applications
✅ Track application progress
✅ Check settlement dates and financing details
3. Leads & Client Management
The Leads section enables brokers to manage potential customers effectively by:
Capturing client details
Monitoring lead status
Converting leads into active applications
4. Insurance & Compliance
The Insurance tab allows brokers to add insurance products to finance applications. Additionally, compliance tools ensure that all deals meet regulatory standards.
5. Reports & Documents
Brokers can access essential documents and generate reports, including:
📄 Loan contracts
📊 Commission statements
📑 Client records
How to Get Support
If you encounter any issues or have questions about using Horizon 2, you can contact the support team:
📧 Email: [email protected]
📞 Contact Us: Reach out through the platform’s support section
Stay efficient and manage your deals with ease using Horizon 2!