What is the Consumer Impersonation Tool

Overview

The Consumer Impersonation Tool allows Effi users to securely access and view their clients’ consumer portal. This helps you monitor progress and provide hands-on support throughout the application journey.

Using this tool, you can track and assist with:

• FactFind completion

• Bank statement submission

• Document collection

• Overall application progress

This feature is designed to improve visibility, reduce delays, and support clients more efficiently.

Who Can Use This Feature?

The Consumer Impersonation Tool is available to:

• Brokers

• Non-broker users

• Support and admin users (with access permissions)

If you have the appropriate access, you can impersonate a client’s portal at any time.

What Can I Do with This Tool?

When impersonating a client, you can:

• View their real-time progress

• Check submitted and pending documents

• Review FactFind responses

• Update or complete information on their behalf

• Identify missing or incomplete items quickly

This helps ensure applications move forward smoothly and reduces the need for repeated follow-ups.

How Does It Help?

Using the Consumer Impersonation Tool allows you to:

• Provide faster client support

• Resolve issues proactively

• Improve turnaround times

• Minimise incomplete submissions

• Deliver a better client experience

Important Notes

• Impersonation access is for support and operational purposes only.

• Any updates made on behalf of clients should be accurate and confirmed where required.

• All actions are logged for security and compliance purposes.

Need Help?

If you have any questions or need assistance using this feature, please contact our support team:

📧 support@effi.com.au

We’re always happy to help.