Effi → Financeable — 2-way Sync Made Simple

This article walks through the exact workflow shown in the screen recording, from creating/updating a lead in Effi, pushing it to Financeable, and syncing the completed application back into Effi.

When to Use This Workflow

Use this process when:

• You’re submitting an Asset Finance or Personal Loan application via Financeable
• You want client and financial data to flow back into Effi for record-keeping and downstream steps

Step 1: Open the Lead in Effi

1. Open the relevant lead (e.g. Zoe Samson – Asset Finance (Financeable)).
2. Confirm you’re on the lead screen with tabs such as:
   • Application
   • Messaging
   • Client Profile
   • Documents
   • Activity
   • Checklist

Step 2: Enter or Confirm Key Details in Effi (Client Profile – Form)

1. Go to Client Profile.
2. In Finance Details, complete or confirm the following:
   • Loan Use (e.g. Consumer)
   • Application Type (e.g. Personal Loan / Asset Finance)
   • Purpose / Asset Type (e.g. Vehicle)
   • Amount Required (e.g. $50,000)
   • Applicant Type (if applicable, e.g. Individual)
3. Click Save or Save All.

Continue completing the Smart Form sections as required:

• Personal Details (name, gender, DOB, etc.)
• Address History (Google address search + time at address)
• Income (net income verification and values)
• Expenses (monthly expenses)

💡 Tip: The more complete the Smart Form is in Effi, the more data will prefill in Financeable.

Step 3: Push the Application to Financeable

1. From the lead screen in Effi, click Add to Financeable (top-right).
2. You’ll be redirected to Financeable (Applications area).
3. Confirm the application loads with prefilled details such as:
   • Client name
   • Email address
   • Mobile number
   • Address

Step 4: Complete the Application in Financeable

In Financeable, complete any remaining required sections:

• Contact Details (confirm email and mobile)
• Current Address and Time at Address (years/months)
• Privacy Agreement
  • Get signed privacy, or
  • Upload signed privacy
• Employment
  • Search by business name or ABN, or add manually
• Personal Profile
  • Living arrangements
  • Number of dependants
• Income
  • Add one or more income lines (Primary, Other, Investment, etc.)
• Expenses
  • Add expense categories (e.g. groceries – monthly)

Make sure all updates are saved in Financeable so the latest data is stored.

Step 5: Sync Back from Financeable into Effi

1. Return to the lead in Effi.
2. Confirm the top-right button now shows Sync Back From Financeable (this confirms the link).
3. Click Sync Back From Financeable.
4. When prompted with the confirmation message, select Proceed.

Step 6: Verify Synced Fields in Effi

1. Go to Client Profile → Loan & Assets Details.
2. Confirm key fields have populated or updated, such as:
   • Loan Term (e.g. 12 months)
   • Net Amount Financed
   • Revenue fields (Broker Fee, Origination Fee, etc.)
3. Review other sections if required:
   • Income
   • Expenses
   • Compliance
4. Click Save All to lock in the updates.

Expected Outcome

✅ Application details are completed in Financeable

✅ Key financial and loan data is successfully synced back into Effi

✅ Effi remains the single source of truth for the lead going forward

If anything doesn’t sync as expected, please reach out to Support with the lead name and a brief description of what’s missing or incorrect.