Effi Support Team
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Articles
Recent activity by Effi Support Team-
Household Expenses — Redesigned Component
Overview:The household expenses section has been redesigned to improve how shared expenses are captured and displayed. Applicants who share expenses are now grouped visually, making it easier to m...
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Salestrekker Automatic Sync When a Lead Reaches a Specific Stage
OverviewIn Salestrekker, leads can now be automatically synced when they are moved into specific pipeline stages. This removes the need for manual syncing at key steps and ensures data stays up to ...
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How to Use AI Smart Reporting
OverviewThe AI Smart Reporting feature enables enterprises to create and use intelligent question sets for loan applications and reporting. It simplifies data collection while maintaining flexibili...
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Report Summaries via Email from Advanced Reporting
OverviewYou can now quickly share report summaries with clients directly from Advanced Reporting using the email functionality.The client’s email address in the report is now clickable (hyperlinked...
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Selective Download in Document Collection Request View
ObjectiveThis SOP outlines the steps to efficiently use the selective download feature in the Document Collection Request View, enabling users to download specific documents as needed. Key Steps 1...
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Fraud Detection Enhancement: Payslip Format Analyser
OverviewThe Payslip Format Analyser is designed to help identify potentially manipulated or fraudulent payslips by detecting inconsistencies in document formatting from the same employer.It focuses...
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Effi NoteTaker: Recording, Smart Notes & AI Templates Guide
OverviewThe Effi NoteTaker helps you capture every important conversation without manual note-taking.It can automatically join your scheduled meetings, record discussions, generate transcripts, sum...
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How EffiSign Emails Are Sent
EffiSign sends emails when you request a document to be signed, when reminders are sent, and when signing notifications are triggered.This article explains how these emails are sent, what recipient...
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How do I map my aggregator workflow and status to Effi's status?
Mapping your aggregator CRM workflow and stages to Effi ensures your leads stay in sync and that status updates are reflected accurately across both systems. Step 1: Integrate your aggregator C...
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How to Enable Fact Find Autosave – How It Works
OverviewThe Fact Find Autosave feature automatically saves form progress as users complete sections. This helps prevent data loss and allows users to move between sections or leads without manually...