The Effi Team
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Articles
Recent activity by The Effi Team-
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...
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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...
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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, ...
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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...
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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...
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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...
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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...
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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 ...