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Match Report • July 2026
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Full-Time Result
AI 7 – 0 Manual
Full Time • Effi Platform
Seven goals on the board this month, led
by a
hat-trick-worthy overhaul of the Task Dashboard.
Here are Effi’s top scorers in July — each
one
another manual task AI took off your plate.
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The Scoresheet
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Opening Goal
01
of seven scored this month
“Overdue work, front and
centre
— every time you open Effi.”
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The Task
Dashboard
Manage your workload from
one
central dashboard. Prioritise
overdue tasks, track daily
progress,
switch between List or Board
views, and use quick actions
to update tasks without opening
them. New enhancements include
a Birthday Widget, unified
search,
label filtering, improved
task
management, and a refreshed
user
experience.
| 2× |
searches merged into one — leads and tasks, same field |
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Heads up:
with the Task Dashboard
now
covering this ground,
the
Daily Task email will
be
decommissioned from 24 July.
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🎂 Birthday Widget
Today’s birthdays
highlighted,
next 7 days
queued
— send one
wish
or twenty,
pre-written
either way.
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List or Board View
Same categories,
two ways
to work
— a fast
linear
list, or
a Kanban
board with
inline
checklist
progress.
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Filter by Lead Label
Pick a label,
Effi pulls
every
task on every
lead carrying
it — ideal
for
a campaign
push.
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Reassign
All
Tasks ADMIN
Move every
task
from one
broker
to another
in
a few clicks,
with a confirmation
once it’s
done.
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Read the full guide →
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Product Preview
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The Task Dashboard, showing
prioritised
tasks by status alongside
upcoming
birthdays.
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Broker Dashboard
Enhancements
Gain deeper insights into
your
business with new dashboard
widgets,
including AI Insights, Sales
Funnel, Won vs Lost, and
Leads
by Referral Source. Performance
Targets have also been enhanced,
giving brokers and business
admins
better visibility into goals
and pipeline performance.
Read the full guide →
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Goal
02
of seven scored this month
“Your business, at a glance.”
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Product Preview
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The Broker Dashboard, showing
new widgets and enhanced
Performance
Targets.
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Goal
03
of seven scored this month
“Retention that watches the numbers so you don’t have to.”
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Client Retention
Report
Redesigned with a modern
dashboard,
drag-and-drop widgets, and
powerful
automation. Create retention
campaigns, protect lender
clawback
periods, and auto-generate
refinance
leads when clients are ready
to engage.
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automation channels — email, SMS, push, voice, and AI Agent |
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Clawback Protection
Business
admins
set
lender-specific
clawback
periods
so
automated
outreach
never
runs
where
trail
commission
could
be
affected.
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Automatic Refinance Leads
A
positive
response
to
a
retention
campaign
creates
a
new
lead
automatically,
pre-populated
and
assigned
back
to
the
original
broker.
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Read the full guide →
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Product Preview
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The Client Retention Report, showing the new dashboard.
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Smart Reporting:
Favorites & Canvas
Build reporting dashboards
your
way. Save frequently used
charts
as Favorites, then combine
them
into custom Canvas dashboards.
Choose between live data
that
updates automatically or
snapshots
for historical reporting
— making
recurring reports faster
and
easier than ever.
Coming soon:
share a Canvas across
your
business.
Read the full guide →
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Goal
04
of seven scored this month
“Save it once. Find it forever.”
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Product Preview
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Favorite Charts that can
be added
in Canvas Dashboard in Smart
Reporting.
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Goal
05
of seven scored this month
“One upload, every document sorted.”
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Smart Fill
Bulk Upload
Smart Fill now supports Bulk
Upload, allowing you to upload
an entire document pack in
one
go. Documents are automatically
classified, matched to the
correct
applicant, extracted into
the
Fact Find, and organised
into
Document Collection — eliminating
the need to upload files
one
at a time.
Read the full guide →
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Product Preview
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Smart Fill Bulk Upload, classifying
and sorting a full document
pack
in one pass.
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KPI Dashboard
(Mobile)
The new KPI Dashboard brings
Broker Portal performance
insights
to the mobile app. View KPI
cards,
interactive charts, broker
rankings,
performance targets, and
At Risk
or Waiting On leads — all
from
your phone.
This Phase 1 release
is read-only,
with dashboard customisation
coming in future updates.
Read the full guide →
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Goal
06
of seven scored this month
“Your KPIs, now in your pocket.”
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Product Preview
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The KPI Dashboard on the
mobile
app, showing performance
insights
on the go.
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Goal
07
of seven scored this month
“Every onboarding document, one button.”
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Onboarding Kit
Enhancements
Send Privacy Documents and
Document
Request Links from one place,
using your existing Document
Request Templates — a faster,
more streamlined onboarding
process.
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Open the Onboarding Kit on the lead |
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Choose Privacy Document, Document Request Link, or both |
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Pick a template if needed, and send |
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Read the full guide →
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Product Preview
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The Onboarding Kit button
on
a lead, ready to send onboarding
documents.
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Full Time
AI 7 – 0 Manual
Seven goals scored this month. See you next edition.
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Questions?
We’re here to help you get set up
Include your business name and a short description
of the issue, and our support team will take
it from there.
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EFFI • 2026.07
© 2026 Effi. All rights reserved.
You’re receiving this because you’re an Effi platform user.
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