How do I create my own document templates to send to customers?

We've created some templates for you to use to collect documents from your customers. However, if you prefer to create your own, you can easily do this by following the steps below:

1) Click on the leads icon on the left hand side.

2) Click on any one of your leads.

3)  Click on Documents.

4) Click on Manage Templates.

5) Click on +New Document Template.

6) Enter a template name and description (optional).

7) Click add Documents.

8) If you want to create your own:

• Click 'CREATE NEW'
• Select drop down from the Document Category
• Enter a Document Name
• Click '+ Add Another Document' to save and repeat the process if you wish to add more
• Click 'Add Documents' to save 

    If you want to use our template:

• Click 'SELECT EXISTING'
• Select drop down from the Document Category
• Select as many documents as you need
• Click 'Add Documents' to save 

9) Click Save Changes.

10) Click the + button on the right hand side, select a template or the one that you have created.

11) Select the borrowers you want to send it to (only applicable if its a joint application, if just a single applicant, it will automatically be selected).

12) Click Continue and then Send.

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