Support Team
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Recent activity by Support Team-
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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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 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 4: How to request documents and bank statements from your clients
Welcome to day 4 of the onboarding course! Today, we will cover the following topics: How to request documents from your clients Setting the duration for bank statement requests How t...
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Day 6: AI-Powered SMS Chatbot and Email Automation
Congratulations! You are on the last day of the broker onboarding course. Today, we will cover the following topics: Finalising the loan on Effi and asking for a review Email Automation ...
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Day 5: The Consumer Portal
Welcome to day 5 of the onboarding course. Today, we will be showing you the Consumer Portal so you understand your client's journey. Let’s get started with today’s video! NOTE: Effi l...
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Findfind Template
Here is a link for your to download our pdf of standard fact-find questions.On an enterprise level, it is customisable to your liking. Please bring this up in our fortnightly meetings to discuss th...
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Domain Infrastructure
As part of your enterprise onboarding, we will also need your current I.T Infrastructure details. Please see attached document to complete and send this back to support@effi.com.au or your onboardi...
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Mobile app Infrastructure
As part of your enterprise onboarding, we will also like to share our current Mobile app guidance on how to set up your Android and Apple Developer accounts. Please see the attached document and ...
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How to do I start completing the fact find for the Mortgage Broker?
Once you have logged in you will find menu items on the right side panel starting at "Application Details" and gradually work your way down as you "save & continue" at the end of each section. Docu...