The Effi Team

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Articles

Recent activity by The Effi Team Recent activity Votes

  • How to manage your availability

    1. How to do's
    2. Broker Portal

    Effi's innovative Available Now Toggle is designed to enhance your productivity by automatically deactivating the "Available Now" button according to your calendar availability. This smart feature ...

    • The Effi Team
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  • How to use the SMS Bot

    1. How to do's
    2. Broker Portal

    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 ...

    • The Effi Team
    • Updated
    • 1 follower
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  • How to filter leads

    1. How to do's
    2. Broker Portal

    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...

    • The Effi Team
    • Updated
    • 1 follower
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  • How to access tasks

    1. How to do's
    2. Broker Portal

    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...

    • The Effi Team
    • Updated
    • 1 follower
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  • How to manage billing

    1. How to do's
    2. Broker Portal

    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...

    • The Effi Team
    • 1 follower
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  • Number verification

    1. How to do's
    2. Broker Portal

    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 ...

    • The Effi Team
    • Updated
    • 1 follower
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  • How to navigate the Effi mobile app

    1. How to do's
    2. Broker Portal

    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.

    • The Effi Team
    • 1 follower
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  • How to use Kanban in mobile app

    1. How to do's
    2. Broker Portal

        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...

    • The Effi Team
    • 1 follower
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  • AI Email templates

    1. How to do's
    2. Broker Portal

    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...

    • The Effi Team
    • Updated
    • 1 follower
    • 0 comments
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  • How to use the AI Assistant

    1. How to do's
    2. Broker Portal

    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...

    • The Effi Team
    • Updated
    • 1 follower
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