The Effi Team
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Articles
Recent activity by The Effi Team-
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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How to Update Your Client’s Phone or Mobile Number in Effi
OverviewYou can easily update your client’s mobile number and email address from their profile in Effi. Keeping these details up to date ensures your client can access their portal and receive impo...
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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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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...
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August 2024 update
We’re thrilled to give you a sneak peek into what’s on the horizon here at Effi! Our team is working on some incredible new features to further optimise your workflows and boost your business. Fr...
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How to use the SLA report
Here's a quick guide on how to use the SLA report in EFFI How to set up SLA's Step one: Head over to the Workflows tab on the left hand side panel and select the workflow you'll be updating ...
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How to use Lnk8
Our Lnk8 integration will transform the way you engage with your clients and streamline your business development! Through this collaboration, EFFI brokers will now have exclusive access to Lnk8...
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How to filter my team members leads
We've added a search-by-user filter on the leads page to make lead filtering easier. You can now search by users who are allocated to a deal, regardless of whether they're allocated to a broker or ...
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How to auto sync your leads to your aggregator crm
Our lead management system now allows leads to be auto-synced to your aggregator CRM, eliminating the need to manually press the "Add to Aggregator CRM" button - saving time and effort. Step...
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How to reassign and edit tasks
Our task management system allows brokers and admins to edit tasks from the main task tab. You can adjust the due dates, reassign tasks, and update the content of your tasks on the go with ease. S...