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  1. Effi
  2. Frequently Asked Questions
  3. FAQ

FAQ

  • Effi and Active Campaign
  • Can I use my own illion account in effi?
  • How do I resend the Welcome SMS and email?
  • Can my brokers and co-workers within the business join the free trial?
  • Do you restrict features with a free trial?
  • How will I know if the Welcome Email and SMS has been sent to my customer?
  • Can I migrate my current ActiveCampaign email marketing account to Effi?
  • How much does Effi cost?
  • Can I search by the secondary applicant's name?
  • What process does the customer go through when using bank statement collection?
  • Where do I get the client bank statements once the client has uploaded them?
  • What is a Favicon?
  • What is the Consumer Impersonation tool?
  • What is Effi's 2-way calendar sync?
  • What is the show and hide feature and how do I use it?
  • Does Effi store my card or debit account details?
  • Which payment methods do you accept?
  • Will my data be safe?
  • Does Effi issue a tax invoice?
  • What’s the difference between annual and monthly billing?
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