How do I request documents from my clients?

Requesting Documents

1) Click on the leads tab and select the customer that you would like to request documents from.

2) Go to Documents.

3) Select +New Document Request.

4) Choose a document template and select the borrowers and click continue.

5) Amend the document template to suit your needs.

Once you've finalised the document request template, click create draft. 

6) Click on send. If you need to edit the request again before sending then click 'Edit Request' and follow the above steps.

You can also choose to send the request without notifying the client by clicking on the dropdown beside the send button. This allows you to create and send the document request in Effi without immediately sending an email notification to the client.

If you choose this option, you can return to the request later and click Resend Request to send the email notification to the client when you are ready.

7) If you choose to notify the client hit "Send with email and sms" A pop up will appear for you to insert a message for your customers to read. Hit Send Request once you are happy with the message.

8) You can preview all the documents that you've requested by clicking on View Request.

Once a customer uploads their documents, you will have the ability to preview the document and then accept or reject the document. 

This document template can be edited at any time by yourself.

9) Client will be able to upload files up to 50MB in size, saving them from sending files with low quality compression or exceeding email attachment limits. 

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