Kicking Goals at Effi — June 2026 End of Month Wrap

15 New Features

15 — 0

Manual Work

June 2026 • End of Month Wrap

15 goals. Zero manual work. Let’s break them down.

Another month, another clean sheet against manual workflows. Here’s every feature shipped in June — built to keep your team moving while the world watches football.

15 / 15 features shipped ✓

★ Star Player

Smart Fill — Fact Find Automation

Reads your uploaded documents and fills in Fact Find fields automatically. Focus on the client, not the form.

★ Star Player

New Broker Dashboard

Get a complete view of your business — monitor performance, track pipeline health, and identify opportunities that need attention. Customisable widgets, KPI scorecards, AI-powered reporting, and configurable alerts, all from one place.

★ Star Player

SharePoint Document Naming Convention

Documents sync to SharePoint with automatic categorisation and your business’s naming convention applied on every upload — zero manual filing.

★ Star Player

Custom Document Naming Conventions

Administrators can now create automatic naming rules for uploaded and generated documents using configurable fields — consistent names across your organisation, zero manual renaming.

⚡ AI • Main Features

02

Feature 01

Smart Fill — Fact Find Automation

Smart Fill continues to reduce manual data entry with smarter document processing and improved controls. Our AI-powered document extraction tool lets your clients upload documents and automatically pre-fills applications with accurate, applicant-matched data.

What’s New

📄 Bulk Uploads

Upload multiple documents in a single action to speed up collection.

🧠 Smarter Classification

Smart Fill automatically identifies document types and extracts key information.

👤 Applicant Matching

Documents can be matched to the correct applicant using extracted data.

⚙️ Enterprise Controls

Manage supported document types centrally across your enterprise.

🔍 Enhanced Visibility

View supported document types and extracted fields directly in Smart Fill settings.

Result: Less time on forms, more time with your clients.

Broker Dashboard

Get a complete view of your business with our new Broker Dashboard — your central hub for monitoring performance, tracking pipeline health, and identifying opportunities that need attention, with the ability to customise the view as per your requirements.

📈 Real-Time Performance Monitoring

Monitor business and team performance in real time.

🎯 KPI Scorecards & Broker Targets

Track KPIs, pipeline activity, and broker targets at a glance.

🤖 AI-Powered Reporting

Ask AI reporting questions in plain language and get instant answers.

⚡ Follow-Up Alerts

Quickly identify leads that need attention with configurable alerts.

🔧 Customisable Widgets

Personalise your dashboard layout to suit your workflow and priorities.

Result: Whether you’re an individual broker or managing an entire team, the Broker Dashboard gives you the visibility and insights to stay on top of your business.

Read more about the Broker Dashboard →

Feature 03 • New

SharePoint Document Naming Convention

Documents sync to SharePoint with automatic categorisation and your business’s naming convention applied on every upload — like every player running to the right position without being told.

AUTO

Categorise

SYNC

Instantly

ZERO

Manual Filing

Automatically categorise documents into SharePoint folders

Apply your business’s configured naming convention during sync

Reduce manual file management and improve consistency

Result: Documents are organised, searchable, and named consistently across your SharePoint library.

Custom Document Naming Conventions

Keep your documents organised with automatic naming conventions. Administrators can create custom naming rules for uploaded and generated documents using configurable fields such as client name, document type, expiry date, and more.

What You Can Do

📄 Create Custom Naming Rules

Build naming conventions using configurable fields to suit your business.

📋 Start with Built-in Templates

Use the included templates as-is or customise them to fit your workflow.

⚙️ Automatically Apply Rules

Once configured, document names are generated automatically whenever documents are uploaded or created.

Example

Naming Pattern

Client Name – Document Type – Expiry Date

Generated File Name

John Smith – Driver Licence – 0225

Benefits

Consistent document naming across your organisation

Faster document identification and retrieval

Reduced manual administration

Flexible naming standards to suit your business

Result: Every uploaded or generated document follows your configured naming convention automatically — no manual renaming required.

Read more about Custom Document Naming Conventions →

🏛 Integrations

02

Integration

Multi-Aggregator Setup — Finance Type-Based Routing

Set a different aggregator for each lending product, and Effi routes every deal to the right system automatically.

Home Loans

Salestrekker v2.0

Asset Finance

Financeable

Run multiple lending products from one client setup

Configure a separate workflow per product

Send every deal type to the right aggregator

Result: Each finance type now reaches the correct aggregator automatically, with clean separation and reliable sync.

Read more about Multi-Aggregator Setup →

Integration

Asset Finance Lead Capture Widget

Our new Asset Finance customisable widget is now available to embed on your website and pre-fills the Asset Finance fact find for lodgement.

We are currently working on a customisable Home Loan widget for release by the end of July 2026.

01

Broker builds and embeds the form widget

02

Prospect completes the form and verifies by OTP

03

Submission creates a lead in Effi, ready for lodgement

04

Lead is assigned and routed automatically

Result: Leads now flow from your website straight into Effi — created, routed, and notified without manual entry.

Fact Find Calculator Updates

Built to the spec of one of our enterprise clients, this release delivers sharper income calculations, improved reporting metrics, and a cleaner experience across client assessments.

Automated income calculations

Updated Summary page metrics

Repayment graph now starts at month 0

Save and reset functionality for scenario testing

Clearer "Total Monthly Expenses" field naming

Enterprise-only feature. This calculator was built specifically for one of our enterprise clients and is not part of the standard platform.

Want a custom calculator built into your enterprise setup? Reach out and we’ll scope it with you.

Lead Import Tool

Import leads from other systems into Effi in controlled batches, so your pipeline keeps moving without overloading the system.

Imports in batches of 25 leads

Built-in delays to protect performance

Leads appear in your pipeline automatically

Runs in the background

Note: Some Fact Find data may need manual completion after import.

Mobile App Enhancements

Performance, messaging, and lead management improvements to keep your team moving on the go.

Better security and improved user experience on mobile

Improved email sync, visible right in Messages

View PDFs and images without leaving the app

Easier lead assignment and reassignment

Document Request Enhancements

Document requests are faster, more consistent, and carry your branding on every applicant interaction.

Emails carry your business branding

Edit and resend requests

Auto-send to every applicant on a lead

A streamlined workflow for brokers

Get Lead Members

A new Automation action that automatically retrieves all members linked to a lead — including names and email addresses — using just the Lead ID.

Automatically pulls all lead member emails

Formats them into a comma-separated list

Ready to use in CC or recipient fields

No manual entry required

Result: All lead members can now be automatically included in emails and notifications.

Archive Document Templates

Platform admins can archive document templates globally, keeping the library clean without disrupting existing workflows.

Hidden from every tenant once archived

No impact on existing requests

Restore anytime

Better template governance

Zoho CRM Integration — Lead & Deal Sync

Effi now syncs leads into Zoho CRM directly, creating a deal and a contact for the primary applicant.

Creates a deal and contact automatically

Map stages yourself in Settings

Sync runs in the background, or on demand

Triggered automatically on stage changes

Note: Stage names must match exactly in Zoho for sync to work.

🔒 Enhanced Referrer & Partner Communication Controls

New visibility controls protect client privacy and give brokers greater control over what information is shared with Referrers and Partners. When creating a Task, Note, or Message, you can now choose who sees it before saving.

What’s New

🔒 Private by Default

Notes, tasks, and messages are now private by default — nothing is shared unless you choose to.

👥 Flexible Sharing Controls

Choose to share with the Referrer, Partner, both, or keep communications internal using the Show to… option.

✏️ Editable at Any Time

Visibility settings can be updated at any time by editing the communication.

Result: Only intentionally shared communications are visible in the Referrer and Partner Portals — greater privacy, greater control.

Read more about Communication Controls →

Meeting Assistant

🎥 Meeting Assistant Now Supports Zoom

The Effi Meeting Assistant now supports Zoom. If you have a Zoom meeting scheduled in your connected Google or Microsoft calendar, your Meeting Assistant will automatically join — just like it does for Microsoft Teams and Google Meet.

🎥 Automatic Zoom Support

Automatically joins scheduled Zoom meetings from your connected calendar.

📝 Record, Transcribe & Summarise

Records, transcribes, and generates AI meeting summaries automatically.

🔗 No Extra Setup Required

Works automatically once your calendar is connected and Meeting Assistant is enabled.

📋 Pre-fill Application Form Template

Notetaker extracts key details from client conversations and automatically pre-fills your custom Fact Find template, saving time and boosting productivity.

Result: No matter which major meeting platform you use, Effi captures every important conversation automatically.

AI Assistant — Coming to Mobile

The AI Assistant is making its way to the Effi mobile app — giving brokers on-the-go access to intelligent support, smart prompts, and instant answers without stepping away from the client.

Always Within Reach

AI Assistant embedded directly in mobile navigation — one tap from anywhere in the app.

Conversational Support

Ask questions, get answers, and take action — all in a real-time chat experience built for mobile.

Smart Context

Understands your current lead and workflow context to surface relevant insights on the spot.

Mobile-First Design

Every feature of the web AI experience, redesigned for thumb-friendly, on-the-go use.

🕐 Coming soon. More details in the next edition.

⚽

Final Whistle

Questions about any of these updates?

Our support team is on the bench and ready to play — just include your business name and a short description of the issue.

Contact Support →

EFFI • 2026.06

You’re receiving this because you’re an Effi platform user.

Half-Time Huddle: 11 Features, 0 Manual Work and 1 BIG Challenge! (June 2026)

15 goals. Zero manual work. Let’s break them down.

Smart Fill — Fact Find Automation

Broker Dashboard

SharePoint Document Naming Convention

Custom Document Naming Conventions

Multi-Aggregator Setup — Finance Type-Based Routing

Asset Finance Lead Capture Widget

Fact Find Calculator Updates

Lead Import Tool

Mobile App Enhancements

Document Request Enhancements

Get Lead Members

Archive Document Templates

Zoho CRM Integration — Lead & Deal Sync

🔒 Enhanced Referrer & Partner Communication Controls

🎥 Meeting Assistant Now Supports Zoom

AI Assistant — Coming to Mobile

Questions about any of these updates?

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