Introduction to the Email Automation Feature Andy Tran December 13, 2022 00:31 Updated NOTE: Effi lite does not include email automation and electronic bank statement collection. If you have any questions or suggestions, you can contact us at email@example.com. Related articles Effi Platform Demo How will I know if the Welcome Email and SMS has been sent to my customer? Importing Reviews on the Broker Portal How to automate e-signature requests? Day 1: Setting up your profile on the Broker Portal Comments 0 comments Please sign in to leave a comment.