We've been making tiny incremental changes around the platform to deliver this vision:
- Clean and almost minimalistic approach to the design (design choices)
- Provide a clear path of action to your workflow (platform functionality)
- Ensure a seamless and stress-free experience for brokers (platform experience)
That's exactly what we did.
Leads Transition Between Stages
You can now move leads forward AND backward between stages. Having this would be useful as sometimes a lead is lodged but the lender might require additional documents, so you can move it back to act upon these requests.
It also allows for the ease of convenience where you can go back and convert leads that didn’t go through to settlement, instead of having to create a new lead again.
Effi allows for automatic timestamps of activities, like a digital journal so that you can keep a record of every action you take with a lead. You and your team can clearly see what happened and prepare the next steps accordingly.
Hide or Show Lead Status
We've designed three more lead stages: 'Contacted', 'Application' and 'Pre-Approved'. Brokers can decide whether you want to hide or show them. A status can be hidden by clicking the eye icon next to it.
If you have any questions do not hesitate to reach out to us at firstname.lastname@example.org