Integrating Your Leads with Financeable

We are pleased to introduce the Financeable Integration that enhances the platform's capabilities. This integration ensures that information is seamlessly transferred and managed between both platforms, helping you optimise operations and improve efficiency.

Step 1—Platform Setup

• Please Note: Your Enterprise must first request the Financeable integration.

• Initial setup will need to be completed by Effi’s development team.

• Once this setup is done, broker businesses (or administrators) need to configure their own aggregator settings under Profile > My Aggregator.

• After the broker business has configured this once, individual brokers do not need to repeat the setup.

Step 2—Adding a Lead to Financeable

• In the Kanban view, you will notice that leads can now be easily accessed. As you open a deal, you will find a button labelled "Add to Financeable". Clicking this button will facilitate the transfer of information to Financeable.
   

Step 3

• Once synchronised, the lead will appear within your Financeable platform, ready for processing. We appreciate your attention and look forward to engaging with you in future updates.
   
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