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  1. Effi
  2. How to do's
  3. Broker Portal

Broker Portal

Here is a list of How to do's for Broker Portal

  • AI Email templates
  • How to use the AI Assistant
  • How to Re-sync your email in Effi
  • How to schedule group bookings
  • How to run Equifax credit reports
  • How to use the calendar scheduler
  • How to use the latest PFM enhancements
  • How to use the HEM Calculator in EFFI
  • How to use the Auto-collapse in EFFI
  • How to use Glass Guide in EFFI
  • How to use Effi's two way email sync
  • How to use Effi's E-Sign
  • How to Invite the secondary applicant
  • How to update your client's mobile in Effi
  • How to use the Form Builder
  • How to use the Savings and Loan tracking tool
  • How to use the SLA report
  • How to use Lnk8
  • How to filter my team members leads
  • How to auto sync your leads to your aggregator crm
  • How to reassign and edit tasks
  • How to manage your availability
  • How to use the SMS Bot
  • How to filter leads
  • How to access tasks
  • How to manage billing
  • Number verification
  • How to navigate the Effi mobile app
  • How to use Kanban in mobile app
  • Impersonate Feature: Empower Your Support Team
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