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  1. Effi
  2. 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

  • AI Email templates
  • How to use the AI Assistant
  • How to use the Checklist function
  • How to Re-sync your email in Effi
  • How to schedule group bookings
  • How to run Equifax credit reports
See all 75 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
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