This article covers several enhancements to the EFFI Mobile App, bringing the mobile experience closer to the functionality available in the web platform. These updates make it easier to manage leads, communicate with clients, collaborate with your team, and access key business information while on the go.

Overview

The latest Mobile App release introduces improvements across security, email and messaging functionality, lead management, reporting, referral partner management, user administration, and enterprise-specific configurations.

What's New?

Note: Some enhancements may be enterprise-specific and are only available where configured.

Security & Performance Improvements

The following improvements have been applied across the Mobile App:

• Security enhancements to improve application reliability
• Performance optimizations for a smoother user experience
• General bug fixes and stability improvements

Lead Management Enhancements

The Lead Details screen now provides improved visibility and management of assigned users.

Key Improvements

• View assigned and co-assigned members
• See the total number of assigned members
• Access member information directly from Lead Details
• Reassign lead ownership when required

Email Behaviour

When sending or receiving lead-related emails:

• Co-assigned members are automatically included in the CC field
• Lead IDs are included to assist with tracking and reference

Email & Messaging Enhancements

Improved Email Synchronisation

Email functionality has been enhanced to provide more reliable synchronisation and improved consistency across platforms.

Email Visibility Within Messages

Emails now appear directly within the Messages screen, allowing users to view:

• Subject line
• Email content
• Timestamp
• Signature information

Email messages are displayed using a structured format to improve readability, while standard messages continue to appear in chat view.

Attachment Support

Users can now view supported email attachments directly within the mobile app.

Supported file types include:

• Images
• PDF documents

Attachments can be previewed within the app and will download automatically if required.

Filters and Sorting in the Messaging Tab

You can now view all your emails, messages, notes, tasks, and calls in one place, making it easier to stay organised and track activity against a lead.

🔍 Using the Filter Dropdown

The Filter dropdown allows you to choose which activity types are displayed.

Available filters include:

• All – Displays Messages, Emails, Notes, Tasks, and Calls
• Messages – Shows only messages and SMS communications
• Emails – Displays emails sent from the app
• Notes – Shows notes added to the lead
• Tasks – Displays tasks only

You can select multiple filters at once. For example, you can view Notes and Tasks together or display only Messages. To update your view, simply select or deselect the relevant filter options.

↕️ 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.

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!

Mobile Management Enhancements

Profile Icons and Quick Actions

Lead management has been enhanced to provide faster access to key actions and information.

Features

• View assigned broker, associate broker, and team members directly on the lead
• Quickly call, message, email, or add notes without opening the lead
• Access lead editing options via the three-dot menu
• Assign members and referral partners directly from the lead
• Send leads to your aggregator from within the app
• Edit enquiry and loan details
• Send documents and access forms directly from the lead page

Referral Partner Management

Referral Partner management has been expanded to improve visibility and administration.

Features

• Filter partners by user or status
• Edit and update active referral partners
• Mark referral partners as inactive
• Delete inactive referral partners
• Search partners by name or email address

User Management for Administrators

Administrators can now manage users directly within the Mobile App.

Features

• View all team members
• Filter users by role, status, and activation state
• Manage active and deactivated users
• Deactivate users prior to deletion
• Delete deactivated users instantly
• Search users by name, email address, or phone number

🎥 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.