Uploading your credit guide onto the broker portal

It is important that you upload your credit guide onto the broker portal as we attach your credit guide with every Welcome Email that is sent out. 

You can check if it has been sent by clicking into your lead and then checking the activity history. Click here to view instructions:

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

If you have any questions or suggestions, you can contact us at support@effi.com.au.