📚 Getting Started

Welcome to Effi.
Let's get you started.

A self-paced guide for new brokers and staff to master the platform — from first login to advanced workflows.

8–12

Hours Total

Modules

Lessons

Your Learning Path

Work through each module at your own pace.

Getting Started with Effi

⏱ 60–90 min

Foundation setup and platform navigation essentials. Get your account configured and learn your way around.

1.1Platform Overview & Navigation

🎯 Try this: Complete your profile setup and customize your portal appearance

1.2Account Configuration & Integrations

🎯 Try this: Connect your calendar and at least one aggregator integration

1.3User Management & Team Setup

🎯 Try this: Invite a team member and assign appropriate permissions

Lead Management Fundamentals

⏱ 90–120 min

Master lead intake, organization, and pipeline management. Learn how to keep your deals moving.

2.1Adding & Importing Leads

🎯 Try this: Add 3 practice leads using different methods (manual, import, API)

2.2Lead Organization & Pipeline

🎯 Try this: Organize your practice leads with labels, priorities, and pipeline stages

2.3Workflows & Automation

🎯 Try this: Create a basic workflow with 3 stages for mortgage applications

Client Communication Mastery

⏱ 90–120 min

Effective communication through multiple channels. Master email, SMS, voice, and AI-assisted messaging.

3.1Email Communication

🎯 Try this: Set up your email signature and send a test document email

3.2SMS & Voice Communication

🎯 Try this: Configure availability settings and send a test SMS

3.3AI Assistant & Smart Communication

🎯 Try this: Use AI Assistant to draft a client follow-up email

Document Collection & Management

⏱ 90–120 min

Efficient document handling, analysis, and compliance. From collection to AI-powered review.

4.1Document Collection

🎯 Try this: Create and send a document collection request for a practice lead

4.2Document Analysis & AI Tools

🎯 Try this: Upload a sample document and run the Document Analyser

4.3E-Signatures & Document Generation

🎯 Try this: Create a document template and send for e-signature

Fact Find & Application Processing

⏱ 90–120 min

Complete guide to fact finds and application management. From client intake to multi-loan applications.

5.1Fact Find Essentials

🎯 Try this: Complete a practice fact find with a secondary applicant

5.2Application Management

🎯 Try this: Create an application with multiple linked loans and security properties

Compliance, Reporting & Advanced Features

⏱ 90–120 min

Compliance tools, reporting, and platform optimisation. Stay on top of regulations and business insights.

6.1Compliance & Legal

🎯 Try this: Upload compliance documents and run a test credit report

6.2Reporting & Analytics

🎯 Try this: Create a custom report and set up automated email summaries

6.3Advanced Tools & Integrations

🎯 Try this: Set up Lnk8 integration and configure lender preferences

Client Portal Experience

⏱ 30–45 min

Understanding the client-facing side of Effi. See what your clients see and experience.

7.1Client Portal Navigation

🎯 Try this: Log into the client portal perspective and complete a sample task

📋 Quick Reference: Your First Days

Day 1 — Getting Set Up

	Complete profile setup — How to update your profile
	Connect calendar — How to sync my calendar on the broker portal
	Add your first practice lead — How do I add a lead to Effi?
	Send a test message — How do I send my customers messages or emails
	Upload your email signature — How to add your email signature

Week 1 — Core Skills

	Complete Modules 1–3 of this guide
	Set up basic workflow stages — How to Create Workflow and Stage?
	Connect aggregator integration — Integrating Your Leads with Financeable
	Send first document collection request — How do I request documents from my clients
	Complete first fact find — How to start completing the fact find

Month 1 — Full Proficiency

	Complete all 7 modules in this guide
	Process first real lead end-to-end
	Set up automated reporting — How to Use AI Smart Reporting
	Configure team permissions — How does the Upgraded Team Manager role work?

From the Founder

"We're not just building features — we're building Effi to become the foundation that enterprises trust. A system that is stable, intelligent, and client-centric by design, so teams can scale confidently without being held back by technology."

Mandeep Sodhi

Founder & CEO, Effi