Effi Support Team
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Articles
Recent activity by Effi Support Team-
Improved Activity Log Accuracy and Performance
We’ve enhanced how Effi tracks and records activities in the Activity Log, ensuring you see more accurate, specific updates—without delays or missing details. 🚀 What’s NewOur development team has r...
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Filters and Sort Options in the Messaging Tab
We’ve improved filters and sorting in your Messaging tab to make it easier to stay organised. This update helps you focus on what matters most—messages, emails, calls, notes, or tasks—all in one pl...
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How to use the Manual PDF Redaction Tool?
You can now securely remove or hide sensitive and confidential information (such as TFNs or personal details) directly within Effi—no external software required.The new PDF Manual Redaction Tool is...
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How to use the new PDF tools?
You can now edit, merge, and manage your PDFs directly inside Effi—no external software or additional licenses needed.The new built-in PDF tools are available on all plans and can be accessed throu...
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How to Use “Assigned To” Dropdown for Referring Partners
To make it easier to track responsibility for referrals, we’ve added an optional “Assigned To” dropdown in the Referring Contacts section. How It WorksThe dropdown is optional — you can leave it bl...
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How to Prevent Duplicate Open Leads via API
Effi now helps prevent duplicate open leads when leads are created via the API/ Widget Checking for DuplicatesWhen a new lead is created, Effi will first check:If there’s already an open lead for t...
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Discharged Toggle: Marking a Settled Loan as Paid Out
OverviewThe Discharged toggle helps you manage settled loans more efficiently. Once a loan reaches the Settled stage, you can mark it as Paid Out. This automatically updates the loan balance to $0 ...
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How to Update the Lenders You Can Service in Effi and Add Lenders
Ensuring all your lenders are correctly registered is essential so that clients and referral partners know who you can and can’t assist.Adding lenders in Effi is equally important, as the lenders y...
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Effi Mobile App—Latest Enhancements
We’ve rolled out several enhancements to the EFFI Mobile app, bringing the mobile experience closer to the functionality you know from the web version. These updates make it easier to manage leads,...
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Application Page Updates—Multiple Linked Loans and Unlimited Security Property
This document outlines the process of navigating the latest updates to the home loan application page, particularly focusing on property details under the Loan Tab. These updates allow users to lin...