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
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 firstname.lastname@example.org.
Get easier, faster access to Effi when it's on your phone. Grab an app!