Broker Portal
Here is a list of How to do's for Broker Portal
- Effi Onboarding Course
- AI Email templates
- How to use the AI Assistant
- Effi Smart Fill: Document-Ingestion and Auto-Population for Fact Finds
- Selective Sync of Documents to SharePoint
- Q&A Tab in Business Reports – Overview
- Leads page: View Settings and Filters
- Voice AI — Overview and Setup Guide
- EFFI Zoom Integration
- Document Emails — Template Selection and HTML Preview
- Household Expenses — Redesigned Component
- Salestrekker Automatic Sync When a Lead Reaches a Specific Stage
- How to Use AI Smart Reporting
- Report Summaries via Email from Advanced Reporting
- Selective Download in Document Collection Request View
- Fraud Detection Enhancement: Payslip Format Analyser
- Effi NoteTaker: Recording, Smart Notes & AI Templates Guide
- How EffiSign Emails Are Sent
- How to Enable Fact Find Autosave – How It Works
- Using the AI Assistant for Serviceability Calculations
- Salestrekker 2.0 Configuration Migration
- TFN Pre-Upload Redaction Reminder
- How do the Global and Enterprise Lender work?
- Document Analyser and Fraud Detection Overview
- How does the Upgraded Team Manager role work?
- Effi → Financeable — 2-way Sync Made Simple
- How to Add Your Privacy Policy and Terms & Conditions
- Co-Assigned Member Visibility on Kanban Board (Non-Broker Users)
- Mobile Enhancement: Non-Broker Mobile App Access (New User Role Support)
- Mobile Enhancement: Referral Edit Screen Improvements (Admin User)