Effi Support Team
- Total activity 138
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 57
Articles
Recent activity by Effi Support Team-
Salestrekker 2.0 Configuration Migration
OverviewThis guide walks you through setting up and using the Salestrekker V2 integration. The system is designed to support both Salestrekker V1 and V2 simultaneously, ensuring existing leads are ...
-
TFN Pre-Upload Redaction Reminder
OverviewFollowing recent feedback, we have introduced improvements to the Documents Collection experience to ensure clearer consent capture and better visibility around TFN deduction decisions for ...
-
How do the Global and Enterprise Lender work?
OverviewThis article explains the recent changes made to lender permissions in the system. Enterprises can now restrict which lenders their brokers can see by using a new scope setting for lenders....
-
Document Analyser and Fraud Detection Overview
OverviewThe Effi Document Analyser automatically validates and reviews client-uploaded documents for accuracy, completeness, compliance, and potential fraud.It combines document verification with A...
-
Update on Lead Cloning Enhancements
OverviewRecent updates have been made to the lead cloning process to better align with the current Fact Find structure and improve data accuracy during cloning.What’s Changed?Revamped Cloning Stru...
-
How to Raise a Support Request or Incident
This article explains how to contact Effi Support and what information to include so we can resolve your request as quickly as possible. 📩 Where to Send Support Requests (Important)Effi operates a ...
-
How does the Upgraded Team Manager role work?
What’s This About?This update changes how you see leads in the platform. Now, you can view leads based on multiple roles you have across multiple broker businesses — not just as a single assigned b...
-
Effi → Financeable — 2-way Sync Made Simple
This article walks through the exact workflow shown in the screen recording, from creating/updating a lead in Effi, pushing it to Financeable, and syncing the completed application back into Effi. ...
-
How to Add Your Privacy Policy and Terms & Conditions
This article explains how to add your Privacy Policy and Terms & Conditions links to your business settings, and how these will appear to your clients. Why this mattersAdding your Privacy Policy an...
-
How to Create Workflow and Stage?
Step-by-Step Workflow Setup GuideThis guide walks you through how to understand, create, and manage workflows to match your business processes within the platform. 1. Understand the Workflow Struct...