Effi Support
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Articles
Recent activity by Effi Support-
How to use the Checklist function
Effi Checklists are here to streamline and supercharge your finance workflow. Designed to help brokers and support teams stay organised, Checklists allow you to create custom templates tailored to ...
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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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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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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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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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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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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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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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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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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...