1) Once you have completed adding the main applicant (Search: How do I add a lead to Effi?).

2) Find the main applicant in your leads and open.

3) In the Client Profile from the 3rd top heading enter Client Profile.

4) Add the other applicants details and then press the Add Applicant on the bottom of right this will then send an Email and SMS invite to the other applicant to add their details.


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

If you have any questions do not hesitate to contact us at support@effi.com.au.

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