How to start

You must have a broker account with IFS to use the Broker Online Account Browser. If you have an account, all you need to use the service is a password. To obtain a password call: 1-800-565-1153, or e-mail us at brokersonline@ifs-finance.com.

Tools available online:

• IFS account inquiry
• Quoting
• Generate contracts
• Report payments
• Requested quotes
• Generate reports
• Process Additionals

Broker Online Account Browser


With this powerful tool you can instantly look up your client's payment history, account status, due date, balance, monthly payment amount, and more. All from the convenience of your own office without even picking up the phone.

Benefits

• Your client's information available online 24/7.
• Payment history of your clients available to review at any time.
• Immediate look up of your client account status right while you are talking to your client. Saves time for both you and your customer.
• If customer makes a late payment at your office, you have the correct information at your fingertips.

Quoting


Using the IFS Quick-Quote tool you can produce quotes in seconds online. This is done without installing any software on your computer. You can then pass the quote to the Online Contract Generator to produce a full contract ready to sign.

Generate Contracts


Our Online Contract Generator allows you to quickly generate a completed IFS contract ready to sign. The Online Contract Generator is also tightly integrated with the IFS Quick-Quote and Requested IFS Quotes so you only have to input information once.

Report Payments


The IFS Report a Payment system allows brokers to report payments received at their office on behalf of IFS. Once a payment has been reported, the payment information received by the broker is instantly posted to the client’s file. This information is also immediately available to any IFS Customer Service Representative viewing the client’s account.

Requested Quotes


Quotes provided by fax or e-mail are available to view online once logged into the Broker Online Account Browser. When viewing a requested quote online you can pass the quote information to the Online Contract Generator, fill in the remaining client information, and print a contract ready to sign. No more hand writing contracts!

Generate Reports


Through the use of the available reports online you can quickly view clients that are:

• On Status Intent to Cancel (Pink Slip)
• On Status Returned Cheque
• Due for Cancellation
• Cancelled
• New Contracts for the current month

This allows you to keep track of your clients and gives you statistics of your agency's premium financing volume with IFS.

Process Additionals


Available through our Online Account Browser, this brand new feature allows easy processing of Additionals (Debit Endorsements).