New Workflows!

Introducing our new lightning-fast workflow, designed to supercharge your productivity and streamline your daily tasks like never before. Say goodbye to manual processes and hello to flexible workflows that move at the speed of light! ⏩🤖

To begin you'll be able to rename and reorder all the Effi stages to your heart's content.   Separate your pipeline stages based on what your team members need to see, or transform your Effi experience to solely focus on the lead management until it's submitted, the choice is yours and possibilities are endless.

To get started click on the workflows icon from the left side menu: Click on Workflows

Click on Add Workflows

Definitions to remember:
The stages within a parent workflow is all the possible stages that you want to track in your loan process. 
 
A child workflow is a subset of stages from the parent workflow.  A child workflow’s use cases include showing only particular stages of the process to your loan processor. 

 
Permissions 
Admins – Definition – is create, name stages, options, rules, mapping of the workflow to the parent stage. Users in this role would be platform and business administrators. 
 
Contributors – Definition – who can interact with the workflow, make changes to the lead’s status.  Users in this role would be brokers and loan processors.

Examples of practical uses for the new workflow feature.

Using Effi just for lead management until your lead is ready AOL- you'll be able to repurpose the fourteen stages in Effi to the following:

1. Unassigned
2. Contacted
3. Appointment Confirmed
4. Nurture 
5. Document Collection
6. Document Received
7. Research
8. Presentation
9. Application
10. Compliance Check
11. Preparing for Lodgement
12. Awaiting Forms return
13. Lodged
14. Settled