FAQs

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61 articles in this collection
Written by Vy Huynh, Ronald Galea, and Lexie Tran

How to capture Illion Bank statements on Effi?

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Written by Lexie Tran
Updated over a week ago

How do I add or import existing clients ?

How do I add or import existing clients ?
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Written by Ronald Galea
Updated over a week ago

How do I keep track of my brokers performance? Reporting Feature

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Written by Lexie Tran
Updated over a week ago

How do I add other applicants to the main applicant?

How do I add other applicants to the main applicant?
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Written by Ronald Galea
Updated over a week ago

How to capture Illion Bank Statement?

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Written by Lexie Tran
Updated over a week ago

How can I access the Kanban feature?

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Written by Lexie Tran
Updated over a week ago

How do I set up e-signature? (Docusign)

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Written by Lexie Tran
Updated over a week ago

How do I sync my email?

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Written by Vy Huynh
Updated over a week ago

How can I find my IMAP and SMTP information?

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Written by Vy Huynh
Updated over a week ago

How does Effi calculate my response time?

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Written by Vy Huynh
Updated over a week ago

How do I check my audit/activity history?

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Written by Vy Huynh
Updated over a week ago

How can I add my lead to my aggregator's CRM using the broker portal?

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Written by Vy Huynh
Updated over a week ago

How can I send my customers messages or emails using the broker portal?

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Written by Vy Huynh
Updated over a week ago

What is the show and hide feature and how do I use it?

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Written by Vy Huynh
Updated over a week ago

How can I integrate my Salestrekker account onto the broker portal?

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Written by Vy Huynh
Updated over a week ago

How do I map my Salestrekker workflow and status to Effi's status?

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Written by Vy Huynh
Updated over a week ago

What is Effi's 2-way calendar sync?

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Written by Vy Huynh
Updated over a week ago

What is the Consumer Impersonation tool?

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Written by Vy Huynh
Updated over a week ago

How do I sync my calendar on the broker portal?

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Written by Vy Huynh
Updated over a week ago

How do I create campaigns using the SMS Chatbot?

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Written by Vy Huynh
Updated over a week ago

How do I edit the Status Labels on the leads tab?

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Written by Vy Huynh
Updated over a week ago

How do I create a campaign using Email Automation?

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Written by Vy Huynh
Updated over a week ago

Introduction to the Email Automation Feature

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Written by Vy Huynh
Updated over a week ago

How do I find fact find information in the broker portal that my client has entered?

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Written by Vy Huynh
Updated over a week ago

How do I let my customers know when I am available and unavailable?

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Written by Vy Huynh
Updated over a week ago

How much does Effi cost?

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Written by Vy Huynh
Updated over a week ago

How do I invite my brokers onto Effi?

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Written by Vy Huynh
Updated over a week ago

How do I update the status of my lead?

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Written by Vy Huynh
Updated over a week ago

What is Service Radius and Availability and how do I edit it?

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Written by Vy Huynh
Updated over a week ago

What is a Favicon?

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Written by Vy Huynh
Updated over a week ago

How can I send SMS (text messages) from the broker portal using my number?

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Written by Vy Huynh
Updated over a week ago

How do I create a campaign using the SMS Bot?

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Written by Vy Huynh
Updated over a week ago

Can I migrate my current ActiveCampaign email marketing account to Effi?

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Written by Vy Huynh
Updated over a week ago

How do I add a lead to Effi?

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Written by Vy Huynh
Updated over a week ago

Where do I get the client bank statements once the client has uploaded them?

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Written by Vy Huynh
Updated over a week ago

How does Ratecity generate a lead for me?

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Written by Vy Huynh
Updated over a week ago

How do I add my Company Logo and Favicon?

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Written by Vy Huynh
Updated over a week ago

How do I buy leads through Effi?

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Written by Vy Huynh
Updated over a week ago

How do I to add my own customised signature and disclaimer to all email communications to borrowers?

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Written by Vy Huynh
Updated over a week ago

How do I request bank statement from my customers?

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Written by Vy Huynh
Updated over a week ago

How do I create my broker profile?

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Written by Vy Huynh
Updated over a week ago

How do I access the Effi app for Iphone or Android?

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Written by Vy Huynh
Updated over a week ago

How do I add the lenders I am authorised with to Effi?

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Written by Vy Huynh
Updated over a week ago

How do I request documents from my clients?

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Written by Vy Huynh
Updated over a week ago

How do I add my Credit Guide?

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Written by Vy Huynh
Updated over a week ago

How do I update my profile?

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Written by Vy Huynh
Updated over a week ago

How do I create my own document templates to send to customers?

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Written by Vy Huynh
Updated over a week ago

How do I change the duration when requesting bank statements?

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Written by Vy Huynh
Updated over a week ago

How do I switch off receiving leads if I am unavailable or away?

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Written by Vy Huynh
Updated over a week ago

What process does the customer go through when using bank statement collection?

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Written by Vy Huynh
Updated over a week ago

How can I resend the Welcome SMS and email?

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Written by Vy Huynh
Updated over a week ago

How do I add a note for myself on a lead?

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Written by Vy Huynh
Updated over a week ago

What is a SSO?

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Written by Vy Huynh
Updated over a week ago

Will my credit guide be attached to the Welcome Email and SMS?

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Written by Vy Huynh
Updated over a week ago

How can I check the activity history of what I've done on the lead or what my customer has done?

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Written by Vy Huynh
Updated over a week ago

Can I search by the secondary applicant's name?

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Written by Vy Huynh
Updated over a week ago

How do I create a Scheduling Page for my calendar?

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Written by Vy Huynh
Updated over a week ago

How do I create an activity or event on my calendar on Effi?

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Written by Vy Huynh
Updated over a week ago

How can I view my Scheduling Page?

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Written by Vy Huynh
Updated over a week ago

How do I import my reviews onto the broker portal?

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Written by Vy Huynh
Updated over a week ago

How will I know if the Welcome Email and SMS has been sent to my customer?

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Written by Vy Huynh
Updated over a week ago