How to use the Checklist function

Effi Checklists are here to streamline and supercharge your finance workflow. Designed to help brokers and support teams stay organised, Checklists allow you to create custom templates tailored to your internal processes—like compliance checks or deal stage tasks. With automatic triggers at key stages, editable sections, and centralised notes, you can ensure nothing slips through the cracks. It’s a smarter, more structured way to manage your pipeline from start to finish.

How to Access your checklist tasks:

• Open the relevant client file in Effi.

• Go to the Checklist tab to view or manage internal tasks.

How to create/manage checklists

• Create predefined checklist templates for different deal types (e.g., Purchase, Refinance, Investment) via the 'Checklist definitions' tab in your platform admin access.

• Once in the Checklist definitions tab, you have the ability to create a new checklist using the 'Blank Checklist' button or you can amend an existing checklist or template using the blue pencil icon.

How to manage checklists

• Head into the 'Checklist' tab on the left-hand side panel to view and manage any pending, ready for review and completed checklists.
• Use the filters on top to target specific leads, brokers or checklists assigned to you.