Guess what? We've just released one of our coolest features on the broker portal!

You can now get access to your customer's portal with a click of a button. The consumer impersonation portal allows you to help guide your customers through the portal and make changes in real time. If your customer is ever stuck or having difficulties filling in the information, you will have the advantage of assisting them through this portal.

NOTE: Effi lite does not include email automation and electronic bank statement collection.

Any questions reach out to us at

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