Getting Started

Welcome to Effi.
Let's get you started.

A self-paced course for everyone in your business — brokers, admin staff, team managers and referral partners. Work through it in order, or jump to the path that matches your role.

Modules

Lessons

12–15

Hours Total

How this course works

Read, do, then check yourself.

Step 1

Read the lesson

Each lesson is a short set of Help Centre articles. Open them in a second tab as you go.

Step 2

Do the task

Every lesson ends with a hands-on task in your own portal. Use practice leads, not live clients.

Step 3

Take the module check

A short quiz and practice brief at the end of each module confirms it stuck.

Choose your path

Not everyone needs every module.

New broker	All nine, in order. Modules 1–5 in your first fortnight.
Admin / support staff	Modules 1, 2, 4, 5 and 9. Documents and fact find are your daily work.
Team manager	Modules 1 and 2 first, then 6 for reporting, compliance and team visibility.
Enterprise / business admin	Module 1.2 (integrations), 2.4 (workflows and distribution), then 6.
Referral partner	Module 7, plus Module 3 if you message clients.

Your learning path

Work through each module at your own pace.

Foundations & Account Setup

60–90 min

Get your account configured, your tools connected and your team in place before you touch a real lead.

1.1 Your profile and the portal

Try this: Complete your profile and install the mobile app. If you're the business admin, upload your company logo and favicon too.

1.2 Integrations, calendar and email sync

Try this: Connect your calendar, sync your email, and set up at least one aggregator or lender integration.

1.3 Users, roles and team setup

Try this: Invite one team member, give them a role, and assign them a task.

Module 1 check — quiz and practice tasks →

Contacts, Leads & Pipeline

120–150 min

Everything from a first enquiry to a moving pipeline: contacts, lead intake, organisation, and the automation that keeps deals progressing.

2.1 Contacts and accounts

Try this: Import a small batch of existing clients and check how they appear as contacts and accounts.

2.2 Adding and importing leads

Try this: Add three practice leads using three different methods — manually, by import, and from an integration.

2.3 Organising your pipeline

Try this: Label your practice leads, pin one as high priority, and move them through three Kanban stages.

2.4 Workflows, automation and distribution

Try this: Build a three-stage workflow for mortgage applications and attach one automated action to it.

Module 2 check — quiz and practice tasks →

Client Communication

120–150 min

Email, SMS, voice, calendar and the AI tools that draft and summarise for you.

3.1 Email

Try this: Set up your signature, then send yourself a document email and preview the HTML before it goes out.

3.2 SMS and voice

Try this: Send a test SMS from your own number and review how the reply lands in the messaging tab.

3.3 Calendar, availability and meetings

Try this: Set your weekly availability and book a test meeting into your own calendar.

3.4 AI assistant, notes and tasks

Try this: Use the AI Assistant to draft a follow-up email, then log a task against the same lead.

Module 3 check — quiz and practice tasks →

Document Collection & Management

90–120 min

Collect documents once, analyse them automatically, and get them signed without leaving Effi.

4.1 Collecting documents and bank statements

Try this: Send yourself a document collection request and complete it from the client's side.

4.2 Analysis, redaction and file handling

Try this: Run a sample payslip through the Document Analyser, then redact a TFN before uploading it.

4.3 E-signatures, forms and document generation

Try this: Generate a document from a template and send it for e-signature to your own address.

Module 4 check — quiz and practice tasks →

Fact Find & Application Processing

90–120 min

From client intake to serviceability: the part of the platform you'll spend the most time in.

5.1 Fact find essentials

Try this: Complete a practice fact find end to end, including a secondary applicant and household expenses.

5.2 Applications, calculators and lenders

Try this: Build an application with two linked loans, then run HEM and a serviceability check on it.

Module 5 check — quiz and practice tasks →

Compliance, Reporting & Advanced Tools

90–120 min

Stay compliant, see what your business is doing, and pick up the tools that make the difference at scale.

6.1 Compliance and legal

Try this: Upload your credit guide and privacy policy, then check the audit trail for what you changed today.

6.2 Reporting and analytics

Try this: Build one custom report, save it as a favourite, and schedule an email summary.

6.3 Advanced tools and account management

Try this: Turn on upcoming birthdays and check your billing details are current.

Module 6 check — quiz and practice tasks →

Client & Partner Experience

45–60 min

See Effi from the other side of the relationship — what your clients see, and what your referral partners can do.

7.1 The client portal

Try this: Impersonate one of your practice clients and complete a task from their side of the portal.

7.2 Referral partners

Try this: Add one referral partner and check what they can and can't see on a shared lead.

Module 7 check — quiz and practice tasks →

Video Library

60 min

If you'd rather watch than read, the six-day video series covers the same ground as Modules 1 to 5. Good for a first pass, or a refresher on a slow afternoon.

8.1 The six-day series

Try this: Watch one video a day for your first week, and do that day's task straight after.

8.2 Walkthroughs and demos

Try this: Watch the platform demo before your first client meeting in Effi.

Module 8 check — quiz and practice tasks →

Billing, Support & FAQ

30 min

The questions everyone asks in their first month. Read once, then keep this section bookmarked.

9.1 Billing and subscription

Try this: Check who in your business is the billing contact, and that the invoice details are right.

9.2 Getting help and common questions

Try this: Raise a test support request so you know the process before you actually need it.

Module 9 check — quiz and practice tasks →

Quick reference: your first days

Print this section or keep it open in a tab. Tick items off as you go.

Day 1 — getting set up

	Complete your profile — How to update your profile
	Connect your calendar — How to sync my calendar
	Add your email signature — How to add your email signature
	Install the mobile app — How to navigate the Effi mobile app
	Add your first practice lead — How do I add a lead to Effi?

Week 1 — core skills

	Finish Modules 1–3, including the module checks
	Set up your workflow stages — How to create workflow and stage
	Connect your aggregator — How to auto-sync your leads to your aggregator CRM
	Send a document collection request — How do I request documents from my clients
	Complete your first fact find — How to start completing the fact find

Month 1 — full proficiency

	Complete all nine modules and their checks
	Process your 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