• New Broker Dashboard

  • Changes to the labels in the Message tab

  • Optional to add in loan enquiry details

  • Brokers can set the duration of bank statements they would like to obtain

  • Enhancements to the SMS chatbot responses

  • More filters to search clients

  • Download All documents functionally

  • Document rename

  • Option to exclude Welcome Emails and SMS

  • Preview all documents with function to accept and reject documents

  • Time Zone, Suburb, State and Source URL are now captured from RateCity leads

  • Document template enhancements

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

Any questions reach out to us at support@effi.com.au.

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