Support

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Activity overview

Latest activity by Support
  • Support created an article,

    New Workflows!

    Introducing our new lightning-fast workflow, designed to supercharge your productivity and streamline your daily tasks like never before. Say goodbye to manual processes and hello to flexible workf...

  • Support created an article,

    Effi and Active Campaign

    We’ve added significant functionality to the way Effi and ActiveCampaign campaigns. Now you can simply trigger custom journeys created in ActiveCampaign simply by adding a label in Effi, or to remo...

  • Support created an article,

    Impersonate Feature: Empower Your Support Team

    We're absolutely thrilled to share some exciting news that's going to change your support game – the brand-new Impersonate feature for Administrators and Team Leads! 🎉 With the new Impersonate func...

  • Support created an article,

    Effi AI

    Effi AI is officially here! We truly can't contain our excitement to bring this revolutionary tool to mortgage brokers!  How do I enable this?Under your profile/setting - you'll see the new tab cal...

  • Support created an article,

    Loan Structure Tab

    We're super excited to launch our newest feature, the Loan Structure Tab! What is it? We've expanded the lead application home page by adding a new tab called Loan. Where is it located? Within this...

  • Support created an article,

    MyCRM - Integration

      We're excited to announce our newest integration with LoanMarket Group and all MyCRM users, avoiding duplication of data, whilst taking advantage of the smarts within the platform! How many times...

  • Support created an article,

    Sort By Feature

    We're excited to announce a new sort by feature!   Getting through your work as quickly as possible is the core to Efficient productivity.  We know Kanban boards are the preferred layout for broker...

  • Support created an article,

    New My Documents Tab

    We're excited to be introducing the new My Documents Tab.  This is a place that allows brokers and their team to store a set of documents not visible to the client, think for compliance purposes or...

  • Support created an article,

    Not one, but Two new Pipeline Stages!

    Process is drives your business success.  Having the right number of stages provides greater control to your processes.Therefore, we've added two new stages to the pipeline.  These stages by defaul...

  • Support created an article,

    New Clone Feature

    We are excited to announce a brand new feature that will take your experience with existing customers the next level. We have been working tirelessly to develop this new feature, and we can't wait ...