Effi Support Team
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Recent activity by Effi Support Team-
⚽ Final score: AI 7 – 0 Manual — Here are Effi's top scorers in July
Final score: AI 7, Manual 0. Meet July's top scorers — the Task Dashboard, Broker Dashboard Enhancements, Client Retention Report, Smart Reporting: Favorites & Canvas, Sm...
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Smart Reporting: Favorites & Canvas
OverviewThe latest Smart Reporting update introduces Favorites and Canvas, making it easier to save, organise, and revisit your most frequently used reports.Previously, charts generated through Sma...
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New Task Dashboard
OverviewThe Task Dashboard provides a centralised workspace for managing all your tasks. It helps you prioritise overdue work, monitor daily progress, organise tasks by status, and quickly access t...
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Onboarding Kit Button
OverviewThe Onboarding Kit provides brokers with a centralised way to send onboarding documents to clients. The goal is to simplify the onboarding process by allowing commonly used documents and re...
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If You Had An AI Employee Tomorrow, What Would You Make It Do First?
Imagine getting 5–10 hours back every week. Tell us what your AI Employee should do first. ...
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Half-Time Huddle: 15 Features, 0 Manual Work (June 2026)
Smart Fill AI, SharePoint naming conventions, multi-aggregator routing, Zoho CRM sync, a sneak peek at the new broker dashboard, and more shipped this mo...
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Customise Document Naming Conventions
OverviewYou can now create and manage custom document naming conventions to rename uploaded documents using a consistent format automatically.This helps keep documents organised, makes them easier ...
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New Broker Dashboard
OverviewThe Broker Dashboard provides a centralised view of your business, bringing together key performance metrics, pipeline insights, and team activity into a single, customisable dashboard.Desi...
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Improved Referrer Board Loading Performance
OverviewThe Referrer Board has been updated to improve loading performance and provide a smoother user experience.Instead of waiting for the entire board to load, each stage now loads independently...
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Referrer & Partner Message Visibility
OverviewTo help protect client privacy, notes and communications are no longer automatically visible to Referrers and Partners.When creating a Task, Note, or Message, brokers can now choose whether...