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Effi
How to do's

How to do's

Here is where you can find all How to do's article to assist with your experience utilising Effi.

Broker Portal

How to add your referral partners to Effi?
How to automate e-signature requests?
How to change your applicant's display name and real name?
Leads Transition, Timestamps and how to hide or show lead status
How to label your leads and filter them?
How to pin and make leads high priority on Effi?

See all 48 articles

Consumer Portal

How to do I start completing the fact find for the Mortgage Broker?
How do I chat with the broker from the consumer portal

Effi