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-
Effi Renews SOC 2 Type II Compliance – 4 Years Running
We proudly announce that Effi has successfully renewed our SOC 2 Type II compliance for the fourth consecutive year! This milestone reflects our ongoing commitment to the highest security, availabi...
-
Upcoming Birthdays Feature: Build Stronger Client Relationships
Our new Upcoming Birthdays feature helps brokers connect with clients on a more personal level by keeping track of birthdays directly from your homepage. With quick access to client details and act...
-
Effi Automation Enhancements – New Actions
We’re excited to introduce the latest updates to our automation features, focusing on powerful new actions to streamline your workflow and improve team efficiency. These updates give brokers more c...
-
Generate Document Button – One Click to Create, Download & Send Documents
Effi Has Done It Again—Document Management, Simplified!Say goodbye to jumping between Request Document, Download, and Generate Documents. Previously, client documents were scattered across multiple...
-
Client Retention Report (Connect360)
OverviewEffi’s Client Retention Report (Connect360) provides a centralised dashboard to help you manage settled clients, monitor loan performance, and identify opportunities to retain and grow your...
-
Improved Bank Statement Collection Experience – Talefin & Illion
Effi has enhanced the way clients provide bank statements via forms—offering a more seamless and intuitive experience. 🎥 Here's a quick feature walkthrough video! What’s New?We've simplified the pr...
-
Aircall SMS Integration—Two-Way Messaging in Effi
Effi now supports two-way SMS communication via Aircall! This allows brokers and support teams to send and receive SMS messages directly through the Effi platform when using Aircall. 🎥 Here's a qui...
-
How to Manage Referral Partners and Referring Contacts
Effi has improved how you manage referrers and their contacts—making it easier and more flexible to track where your leads are coming from. Referring Contacts Section Is Now CollapsibleOn both the ...
-
Automation—Form Document Collection
Effi’s New Form Document Collection Automation makes it easier than ever to request the right documents—without lifting a finger!Whether a client submits a form, updates their details, or a lead mo...
-
How to Use Assigned Member Filters and New Profile Icons in the Kanban View
We’re excited to roll out a new enhancement to the Kanban view that improves visibility and efficiency when managing leads. The new profile icons make it easy to see who is responsible for each lea...