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 Manage Business Contacts Within a Lead Opportunity
- How to sync a lead to salestrekker
- Agent Centre: User Guide
- Documents: Preview, and Analyse Documents in One Place
- Effi's Voice AI: Intelligent Retries
- Aircall Automatic Contact Sync
- New Connective (Nexus) Sync & Login Flow
- How to Set Up, Send and Track Credit Guides for E-Signature
- How to Manage Email, SMS and Document Templates in Effi
- Understanding Contacts and Accounts
- Smart Reporting: Create, Save and Present Your Business Insights
- New Task Dashboard
- Onboarding Kit Button
- Document Naming & SharePoint Sync Settings
- New Broker Dashboard
- Messaging: Referrer & Partner Message Visibility
- Enhanced Document Request Emails
- Smart Fill: Smart Matching and Automatic Document Analysis
- Syncing Documents to SharePoint
- Fact Find Debt Calculator
- Leads Import Tool - Aggregator Configuration
- Archive Document Templates (Platform Admin)
- Zoho CRM integration — lead and deal sync
- 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