Leads page: View Settings and Filters – effi

Customise which filters appear on the Leads page and control what information is shown on each Kanban deal card — all from the View Settings panel.

WHAT'S NEW:

Broker Business Filters for Platform Admin Users

How each filter works

Broker Business — Lead

Filter param: legalEntityId
Meaning: The business that owns the lead
Think of it as "Who generated or owns this lead?"

Example: A lead comes in under Business A → this filter returns Business A's leads.

Broker Business — Assigned Broker

Filter param: brokerLegalEntityId
Meaning: The business of the broker currently assigned to the lead
Think of it as: "Which broker business is currently working on this lead?"

Key difference at a glance

Filter	Answers the question…	Filter param
Broker business — Lead	Which business owns this lead?	legalEntityId
Broker business — Assigned broker	Which business is handling this lead?	brokerLegalEntityId

Both filters use the same dropdown data source but apply to different sides of the lead–broker relationship. Use the Lead filter for a performance or source view; use the Assigned broker filter for a workload or assignment view.

Default filters in the Kanban Board

The following filters are always visible on the Leads page and do not need to be toggled on.

Filter	What it does
Broker	Filter leads by the assigned broker
Lead search	Search leads by name or reference
Co-assign filter	Filter by co-assigned members
Submitted on	Filter by when the lead was created
Advanced filters	Expandable panel for additional filters (see below)

Adding or Removing filters via View Settings

Control which extra filters appear in the Advanced Filters panel using View Settings.

Go to the Leads page.
ClickView Settings (located beside the auto-expand toggle).
Under Advanced Filters, toggle on any filters you want to display.
To hide a filter, toggle it off — it will no longer appear in the panel.

Tip: The most commonly used filters — Broker, Co-assigned, and Submitted On — are on by default. Only toggle on additional filters when you need them to keep your view clean.

Available advanced filters

Examples of filters you can enable from View Settings:

Approval Date
Associate Broker
Broker Business (Assigned Broker)
Broker Business (Lead)
Labels
Lender
Lodgement Date
Lodgement Type
Partner
Referral Source
Settlement Date
State

Customising deal card fields (Kanban view)

Each deal card on the Kanban board can display specific lead information at a glance — so you don't have to open the lead to find it.

Go to the Leads page in Kanban view.
ClickView Settings.
Under Fields, toggle on any fields you want to appear on the card.
The selected fields will immediately appear on all deal cards on the board.

Available fields

Action Due
Approval Date
Applicant Progress
AFin.Form - Asset Category
AFin.Form - Asset Type
AFin. Form - Loan Type
AFin.Form - Loan Lender
AFin.Form - NAF
AFin.Form - Clipped Commission
AFin.Form - Finance Commission
AFin.Form - Insurance Commission
AFin.Form - Warranty Commission
Associate Broker Assigned
Associate Member Assigned
Borrower Type
Broker Assigned
Date Created
Documents Progress
Enquiry Amount
Enquiry Type
Expected Approval Date
Expected Settlement Date
Finance Due Date
Labels / Tags
Lead Name
Lead Title
Last Activity
Loan Amount
Loan Type
Lodgement Date
Lodgement Type
Messaging Shortcuts
Overdue
Partner Assigned
Priority Icon
Referral Source
Referring Person
Review Date
Sales Channel
Sales Region
Security Address
Settlement Date
Stage Name

Need help?

If you have questions or feedback, reach out to your platform administrator or contact our support team at support@effi.com.au