Effi now fully supports mobile app access for non-broker users, empowering admin staff, loan processors, and support teams to work efficiently from any location. This update ensures non-broker roles can view and manage leads or clients based on their permissions — without giving them broker-level access.

This article covers:

• What non-broker access means

• Supported user roles

• What each role can view or do

• How to manage permissions

• Common use cases

• Troubleshooting tips

What Is a Non-Broker User?

A non-broker user is anyone in Effi who does not hold a broker licence or broker-level access.

Common examples include:

• Admin assistants

• Loan processors

• Customer support staff

• Business owners (non-brokers)

• Compliance or back-office teams

These users can now log into the Effi Mobile App with permissions tailored to their role.

Mobile App Access for Non-Broker Users

Once logged into the mobile app, non-broker users can access different modules depending on their assigned permissions.

1. Leads Module (available if the user has Lead permissions)

Non-broker users can:

• View the lead pipeline using the Kanban board

• Switch between Kanban or List views

• Use sorting options

• Open and review lead details

• Add notes, tasks, or reminders (if permitted)

• Move leads between workflow stages (Contributor only)

This setup is perfect for processors or admin teams assisting brokers with lead management.

2. Clients Module (available if the user has Client permissions)

Non-broker users can:

• View the full client list

• Quickly search by:

  • Name

  • Email

  • Mobile number

• Open client profiles to view basic information

Ideal for admin and customer service teams who need fast access to client details on the go.

3. Admin Access (for platform or business admins)

Non-broker admin users can:

• Access their Admin Dashboard

• Manage users (roles, invites, permissions)

• Configure workflows and other business settings

• View business-wide reports (if permissioned)

User Roles & Permissions Overview

All users’ permissions can be customised to match your business needs.

How to Assign Permissions to Non-Broker Users

1. Go to Settings → Team Members

2. Select the user you want to edit

3. Choose a role: Admin, Contributor, or Viewer

4. Toggle module permissions such as:

   • Can view leads

   • Can edit leads

   • Can view clients

   • Can edit clients

5. Save your changes

Permissions update instantly and apply to both web and mobile access.

Common Use Cases

✔ Loan Processor

• Access and update leads

• Move leads between stages

• Add notes and documentation updates

• No broker licence required

✔ Admin Assistant

• View and update client information

• Communicate with clients on behalf of brokers

• Assist with general admin tasks

✔ Business Owner (Non-Broker)

• View all leads and clients

• Manage team permissions

• Review business performance data

Need Help

If you'd like assistance setting up non-broker roles or resolving access issues, our team is always ready to help! Reach out to:

📩 support@effi.com.au