The Effi Team
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Recent activity by The Effi Team-
How to use the SMS Bot
Our SMS bot is here to make scheduling appointments with your clients a breeze. Using real human-like language, the bot will communicate and engage with your clients, working towards scheduling an ...
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How to filter leads
Here's a quick guide on how to filter through your lead Step one: Select the 'Advance filters' option on the main leads page to access the range of filters we have available. You have the abilit...
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How to access tasks
Here's a quick guide on to to access/manage tasks in Effi. Step one: Head over to the task tab on the top right hand side of the screen (next to your calendar) to view all of your tasks that a...
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How to manage billing
Here's a guide on how to manage billing. Step one: Head over to the right hand side of the screen and select the 'Billing' option in the drop down Step two:Select the plan name to view a breakd...
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Number verification
To enhance the security and integrity of our platform, we are introducing a mandatory mobile number verification process. Starting from the 15th of March 2024, all users will be required to verify ...
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How to navigate the Effi mobile app
Heres a quick guide on how to navigate the Effi mobile app Should you have any questions please feel free to email support@effi.com.au or reach out to your dedicated account manager.
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How to use Kanban in mobile app
Step 1: Ensure your Effi app is up to date on the App store or Google Play Store Step 2: Head over to the leads tab down the bottom of the screen Step 3: On the top right hand side you'll s...
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AI Email templates
Our AI-powered email templates now automatically include loan details tailored to each client's unique needs and financial situation. This feature will not only enhance the efficiency of communic...
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How to use the AI Assistant
We are thrilled to introduce our intelligent AI Assistant, specifically designed to assist mortgage brokers in navigating the Effi system effortlessly. This advanced virtual assistant is equipped w...