Support Team
- Total activity 66
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 38
Articles
Recent activity by Support Team-
How to add a Task or a Note
1) Select the lead you are wanting to update and head into the messaging tab 2) Select the Task/Note option on the right hand side 3) Enter the content of the task or note ...
-
How to change the bank statements request period?
Brokers can choose to collect 3, 6, or 12 months of bank statements from customers through the consumer portal. 1) Go to Settings. 2) Select 3, 6 or 12 months and click save...
-
How to update your profile?
You can update your profile picture, about you, credit guide and contact details at any time. 1) Log into Effi and select Profile. 2) Click the top right button. This will open a window...
-
What is Service Radius and Availability and how do I edit it?
When Effi generates a lead the software is smart enough to allocate based on both location and your availability. You are in charge or where and when you get leads. The Service Range allows you to...
-
How do I update the status of my lead?
1) Log into the broker portal and go to Leads. 2) Find the lead that you want to update and either click and drag the lead to a new status or click on the 3 dots and select the change ...
-
How do I let my customers know when I am available and unavailable?
You can let customers know when you are available or unavailable to take calls using the available or unavailable button. This will only work for brokers who have purchased leads from Effi's ...
-
How can I add my lead to my aggregator's CRM using the broker portal?
1) Go to your Leads. 2) Click on the lead you would like to add to your aggregator's CRM. 3) There is a button located on the top right: + Add to SalesTrekker + Add to Nexus+ Add to ...
-
How do I chat with the broker from the consumer portal
Once you have logged into the consumer portal when needed to speak to your broker please go to the top right side message icon to start a chat.
-
What is the Consumer Impersonation tool?
As an Effi user you'll have the ability to impersonate your clients consumer portal to track their progress on Factfind, Bank statement and Document collection. As a broker or non-broker you can...
-
What is a Favicon?
A favicon is a small 16×16 pixel icon that appears at the top of a web browser. It serves as branding for your website and a convenient way for visitors to locate your page when they have multiple...