Effi Support Team
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Recent activity by Effi Support Team-
Day 3: How to add a lead and manage your clients
Welcome to day 3 of the onboarding course! Today, we will cover the following topics: How to add a lead Managing your leads Sending messages and adding a note/task for yourself Ho...
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Day 2: Grow your business with Effi
Welcome to day 2 of the onboarding course! Today, we will cover the following topics: Syncing your calendar Setting your availability Onboarding your brokers Purchasing qualified ...
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Day 1: Setting up your profile on the Broker Portal
Hi! Welcome to day 1 of the onboarding course! Over the next 7 days, we will demonstrate the key features of the software and will show you how you can improve efficiency and grow your busin...
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How to add a Task or a Note
ObjectiveThis SOP outlines the steps to add notes and tasks to leads in the messaging tab, ensuring clear communication and task management within the team.Key Steps1. Select a Lead 0:00Select the ...
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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...
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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...
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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...
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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 ...
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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 ...
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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 ...