Effi allows you to send messages and emails to your customers from the broker portal. Messages are sent and received instantly, making it easy it interact through our chat feature.
1) Go to Leads.
2) Find the client that you want to send a message or email to and click on it.
(Alternatively, you can click on the three icons on located on the right)
3) Click on Messaging.
4) Click on the type of message you would like to send:
Messages - Send SMS to your client.
Email - Send an Email to your client.
5) Type your message, then click send.
IMPORTANT: Please sync your email address account before you send any correspondence to your customers. If you do not sync your account, the email will come from firstname.lastname@example.org which will not be ideal for your customers to respond to.
If you have any questions, you can contact us at email@example.com.