
Effi Support
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Activity overview
Latest activity by Effi Support-
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 ...
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Effi Support created an article,
How to use Effi's E-Sign
Introducing Effi's very own e-signature function that is now available to Effi users at no cost. Say goodbye to pay-per-signature models as Effi's e-sign provides you with the signed copy along wit...
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Effi Support created an article,
How to Invite the secondary applicant
We are thrilled to introduce an exciting new feature that simplifies the loan application process for our users. Our latest enhancement now allows you to invite a secondary applicant at any stage...
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Effi Support created an article,
How to update your client's mobile in Effi
Step One: Select the client you are looking at updating and head over to their client profile Step Two: Click on the pencil icon assigned to the client you are looking at updating Step Thr...
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Effi Support created an article,
How to use the Form Builder
Get ready to design custom forms for various workflows—home loans, SMSF, asset finance, and more—with e-signature capabilities! Available on our Small Business and Enterprise plans, this will st...
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Effi Support created an article,
How to use the Savings and Loan tracking tool
Effi's Savings and Loan tracking tool is designed to revolutionise the way you manage your clients' financial wellness and finance readiness. The new widget, seamlessly integrated within the borr...