The Effi Team
- Total activity 72
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 33
Activity overview
Latest activity by The Effi Team-
The Effi Team created an article,
Co-Assigned Member Visibility on Kanban Board (Non-Broker Users)
OverviewPreviously, when a non-broker user was added as a co-assigned member to a lead that belonged to a broker they were not assigned to, that lead did not appear on the co-assigned member’s Kanb...
-
The Effi Team created an article,
Mobile Enhancement: Non-Broker Mobile App Access (New User Role Support)
Effi now fully supports mobile app access for non-broker users, empowering admin staff, loan processors, and support teams to work efficiently from any location. This update ensures non-broker role...
-
The Effi Team created an article,
Mobile Enhancement: Referral Edit Screen Improvements (Admin User)
OverviewWe’ve redesigned the Referral Edit screen in the Admin Portal to make it simpler, faster, and more intuitive for admins to manage referral data. The update improves the editing experience, ...
-
The Effi Team created an article,
Kanban Board Enhancements: View Pipeline Totals & Recent Activity
No more tab switching. Tasks, Notes, and Activities now surface directly on the Kanban board — and with pipeline totals shown per board, you always know exactly how much is in play. ⭐ What's New V...
-
The Effi Team created an article,
Lead Import Tool — Smarter, Faster & More Accurate
OverviewRecent updates have been released to improve the lead import process. These enhancements introduce mapping support for stages and labels, as well as the ability to import applicants and emp...
-
The Effi Team created an article,
Effi AI Automation Suite — Document Review, File Renaming
Effi now offers a suite of intelligent AI tools designed to automate document handling, data extraction, and ApplyOnline workflows—significantly reducing manual work for brokers and support teams 1...
-
The Effi Team created an article,
How to Use Effi Document Analyser
OverviewThe Effi Document Analyser automatically validates client-uploaded documents for accuracy, completeness, and compliance. Once triggered, it checks for:Expiry datesRequired time periodsCorre...
-
The Effi Team created an article,
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 ...
-
The Effi Team 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 ...
-
The Effi Team 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...