Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
If You Had An AI Employee Tomorrow, What Would You Make It Do First?
Imagine getting 5–10 hours back every week. Tell us what your AI Employee should do first. ...
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Effi Support Team created an article,
Half-Time Huddle: 15 Features, 0 Manual Work (June 2026)
Smart Fill AI, SharePoint naming conventions, multi-aggregator routing, Zoho CRM sync, a sneak peek at the new broker dashboard, and more shipped this mo...
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Effi Support Team created an article,
Customise Document Naming Conventions
OverviewYou can now create and manage custom document naming conventions to rename uploaded documents using a consistent format automatically.This helps keep documents organised, makes them easier ...
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Effi Support Team created an article,
New Broker Dashboard
OverviewThe Broker Dashboard provides a centralised view of your business, bringing together key performance metrics, pipeline insights, and team activity into a single, customisable dashboard.Desi...
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Effi Support Team created an article,
Improved Referrer Board Loading Performance
OverviewThe Referrer Board has been updated to improve loading performance and provide a smoother user experience.Instead of waiting for the entire board to load, each stage now loads independently...
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Effi Support Team created an article,
Referrer & Partner Message Visibility
OverviewTo help protect client privacy, notes and communications are no longer automatically visible to Referrers and Partners.When creating a Task, Note, or Message, brokers can now choose whether...
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Effi Support Team created an article,
Get Lead Members (Automation Action)
OverviewThe Get Lead Members action allows you to retrieve all members linked to a lead in Effi. This includes their names and email addresses, which can then be used in workflow automation such as...
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Effi Support Team created an article,
Multi-Aggregator Setup
OverviewSome businesses use different aggregators depending on the type of financing they process. For example, home loans may be processed in one system, while asset finance is processed in anothe...
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Effi Support Team created an article,
Asset Finance Lead Capture Widget
The Asset Finance Lead Capture Widget allows brokers to capture leads on their websites or landing pages and automatically create them in Effi.How It WorksA broker creates and configures a widget f...
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Effi Support Team created an article,
SharePoint Document Naming Convention
When documents are synced to SharePoint, they are automatically organised and renamed using a standard naming convention.This helps keep documents consistent, searchable, and easier to manage.How I...