Brokers have the option of collecting 3, 6 or 12 months bank statement from customers through the consumer portal.

1) Go to Settings


2) Select 3, 6 or 12 months and click save


NOTE: Effi lite does not include email automation and electronic bank statement collection. You can bring your own Illion account into Effi.

If you have any questions do not hesitate to reach out to us at

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