Effi Support Team
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Recent activity by Effi Support Team-
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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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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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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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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Enhanced Document Request Emails
OverviewWe've introduced enhancements to the Document Request process to help brokers communicate more efficiently with applicants while delivering a more professional and consistent experience.The...
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Effi Onboarding Course
Getting Started Welcome to Effi. Let's get you started. A self-paced course for everyone in your...
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April Update: Never take meeting notes again
Meet your AI Meeting Assistant — plus sixteen more updates live in your Effi portal now. ...
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Effi Smart Fill: Document-Ingestion and Auto-Population for Fact Finds
Smart FillOverviewSmart Fill reduces manual data entry by extracting key information from uploaded documents and automatically populating the Fact Find. It supports AI-powered document classificati...
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Selective Sync of Documents to SharePoint
OverviewThe Selective Sync to SharePoint feature allows users to sync specific documents instead of syncing everything at once. However, this feature has a dependency: a bulk sync must be completed...
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Fact Find Debt Calculator
OverviewThis article explains how the Fact Find Calculator works and how it processes data from the Fact Find form to generate accurate financial calculations.The calculator automatically uses info...