Effi Support
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Activity overview
Latest activity by Effi Support-
Effi Support created an article,
How to Re-sync your email in Effi
How to Re-Sync Your Email in Effi If your emails have stopped syncing in Effi or you're having trouble sending/receiving, follow these simple steps to re-sync your email account. Step 1: Go to ...
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Effi Support created an article,
How to schedule group bookings
We’re excited to roll out one of our most requested features – Group/Class Booking! Previously, users could only book one-on-one meetings. With this new release, you can now set up and ma...
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Effi Support created an article,
How to run Equifax credit reports
Effi users now have the ability to run instant credit checks directly within the platform, removing the need to double-handle client data. With this integration, your clients' details are pulled se...
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Effi Support created an article,
How to use the calendar scheduler
Effi’s latest enhancement to the Calendar section brings greater flexibility and convenience for brokers. Now, brokers can link a different calendar account instead of being restricted to the one t...
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Effi Support created an article,
How to use the latest PFM enhancements
Effi has introduced a powerful enhancement to its PFM (Personal Finance Management) tool, adding three key fields—Repayment Type, Max Redraw, and Offset Enabled. These new additions give brokers gr...
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Effi Support created an article,
2025 New Year Announcements!
As we step into the new year, we at EFFI are thrilled to welcome you back to a year filled with more possibilities and innovations than ever before. Your ongoing support throughout 2024 has been in...
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Effi Support created an article,
How to use the HEM Calculator in EFFI
We have introduced HEM calculations within the client's fact-find. This feature provides insights into how your client's spending aligns with the average monthly cost of living in Australia. Please...
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Effi Support created an article,
How to use the Auto-collapse in EFFI
Say goodbye to unnecessary scrolling in your Kanban view! You now have the power to automatically hide stages with no leads and customise which stages you want to collapse. This feature simplifies ...
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Effi Support created an article,
How to use Glass Guide in EFFI
Brokers can now leverage Glass Guide's cutting-edge technology for accurate vehicle valuations and car spec checks in their asset deals. Say goodbye to the hassle of maintaining your own Glass Guid...
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Effi Support created an article,
How to use Effi's two way email sync
We are excited to announce that Effi now offers two-way email sync capabilities, allowing you to view your sent emails in the messaging tab. You also have the option to CC or BCC the lead email ID ...