Module 7 Check
Client & Partner Experience
See Effi from the other side of the relationship — what your clients see, and what referral partners can do.
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4
Quiz Questions
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2
Practice Tasks
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Part 1
Test your knowledge
Question 1
What is the consumer impersonation tool used for?
A
Letting brokers view the portal exactly as their client would see it
B
Letting clients impersonate their broker
C
Deleting a client's account
D
Changing a client's password remotely
▸ Show answer
Correct answer: A. It lets you see the consumer portal from the client's perspective, useful for troubleshooting or training.
Question 2
How can a client contact their broker directly from the consumer portal?
A
Through the built-in chat feature
B
Only by phone
C
Only by visiting the office
D
They can't contact the broker directly
▸ Show answer
Correct answer: A. The consumer portal includes a chat feature so clients can message their broker directly.
Question 3
If a client says they never received their welcome email or SMS, what should you check first?
A
Whether it can be resent, and whether it shows as sent
B
Their loan interest rate
C
Their referral partner's commission
D
The lender panel settings
▸ Show answer
Correct answer: A. You can check delivery status and resend the welcome email/SMS if it appears the client didn't receive it.
Question 4
What can a referral partner typically NOT see on a shared lead?
A
Everything a broker can see, with no restrictions
B
The full internal messaging and details visible only to broker/staff roles
C
The lead's name
D
Nothing — referral partners can't view leads at all
▸ Show answer
Correct answer: B. Referral partner visibility is limited — certain internal messages and details stay visible only to broker and staff roles.
Part 2
Practice in your portal
Use practice leads, not live clients, for all of the tasks below.
1
Experience the client portal firsthand
- Use the consumer impersonation tool on a practice client.
- Complete a task (e.g. respond to a document request) from their point of view.
- Note anything that would confuse a real client.
2
Add and test a referral partner
- Add one referral partner to your account.
- Assign or share a practice lead with them.
- Check what they can and can't see on that shared lead.
Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.
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