Effi has introduced a powerful enhancement to its PFM (Personal Finance Management) tool, adding three key fields—Repayment Type, Max Redraw, and Offset Enabled. These new additions give brokers greater visibility and control when managing their clients' current loans. By providing deeper insights into loan structures and available features, brokers can better assess financial options and offer more tailored advice, ultimately improving the client experience. This update reflects Effi’s commitment to empowering brokers with smarter tools for seamless loan management.
How to use the Loan Tracker:
1. Select the client you'd like to use the 'Loan Tracker' on and head to the Loan tracker tab located within the enquiry tab
2. Switch the Loan tracker toggle on and send your client an invite to link their loan accounts
3. Once the client has connected their loan accounts, you'll have full visibility over details like their current loan balance, Interest rate, and term remaining. Brokers will also receive real-time notifications on any fluctuations to their clients interest rate,
4. Keep on top of all of your clients loan balances in one view using the Fintrack report available under Advanced reporting tool
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