Effi Mobile App—Latest Enhancements – effi

We’ve rolled out several enhancements to the EFFI Mobile app, bringing the mobile experience closer to the functionality you know from the web version. These updates make it easier to manage leads, communicate with clients, and collaborate with your team—all on the go.

October Updates: Filters and Sorting in the Messaging Tab

We’ve made it easier for you to stay organised with the new Filters and Sorting options in your Messaging tab. You can now view all your emails, messages, notes, and tasks in one place — helping you manage your communication more efficiently.

🔍 Using the Filter Dropdown

The new Filter dropdown lets you choose which activity types you’d like to see:

All – Displays everything (Messages, Emails, Notes, Tasks, and Calls)
Messages – Shows only messages and SMS communications
Emails – Displays emails we sent from the app.
Notes – Shows notes added to the lead
Tasks – Displays only your tasks

You can select multiple filters at once. For example, you can view Notes and Tasks together or just Messages only.
To adjust your view, simply click to select or unselect any filter.

↕️ Sorting Your View

You can now sort your list based on when each item was created or received:

Newest first (default) – See the most recent updates at the top
Oldest first – Review earlier updates first

🎥 Here's a quick feature walkthrough video!

💡 Tip

Filters and sorting work together—for example, you can view only emails sorted from oldest first to easily review your earliest correspondence.

September Updates: Reports Available in Mobile App 📊

You can now access your Power BI reports directly from your phone, giving you insights on the go.

📱 Access your reports anytime, anywhere
💻 Enjoy the full functionality of reporting on your mobile device

Stay tuned for updates as we roll out more improvements!

August Updates: Profile Icons, Referral Partners, User Management for Admins

1. Lead Management Enhancements

Profile Icons for Quick View: See the assigned broker, associate broker, and team member directly on the lead page.
Quick Actions: Call, message, email, or add notes without opening the lead.
Easy Editing: Use the three-dot menu to edit or update lead details.
Assign Members and Partners: Add members or partners directly from the lead using the vertical dots.
Aggregator Integration: Send leads to your aggregator within the app.
Document Handling: Edit enquiry and loan details, send documents, and access forms from the lead page.

2. Referral Partner Management

New Filters: Sort partners by user or status.
Active Partners: Edit or update details; make partners inactive when needed.
Inactive Partners: Delete inactive partners.
Search Capability: Quickly find partners by name or email.

3. User Management for Admins

View All Team Members: Access a complete list of users with filters for active, deactivated, and roles.
Role & Status Filters: Easily manage user roles and account statuses.
Deactivation and Deletion: Deactivate users before deletion; delete deactivated users instantly.
Search Functions: Search by name, email, or phone number for quick updates.

🎥 Here's a quick feature walkthrough video

What’s Next?
We’ll continue enhancing the app to make the mobile experience as powerful as the web platform.

Have Questions or Feedback?
Email us at support@effi.com.au—we’d love to hear from you.