Broker Portal
Here is a list of How to do's for Broker Portal
- Impersonate Feature: Empower Your Support Team
- Not one, but Two new Pipeline Stages!
- New Clone Feature
- How do I integrate Quickli with Effi?
- How to use Effi mobile app?
- How do I access upfront commissions on Effi?
- How to Integrate your Connective to Effi
- How to connect your Aircall account with Effi?
- How to use Effi's Lead Distribution feature?
- How to use Effi's Advance Reporting feature?
- How to set up your lead distribution algorithm?
- How to build advanced analysis reports on Effi?
- How to add more credit to Email Automation and SMS Chatbot?
- How to create user roles, invite users and assign tasks to them?
- How to add your referral partners to Effi?
- How to automate e-signature requests?
- How to change your applicant's display name and real name?
- Leads Transition, Timestamps and how to hide or show lead status
- How to label your leads and filter them?
- How to pin and make leads high priority on Effi?
- How can I view my Scheduling Page?
- How do I create an activity or event on my calendar on Effi?
- How do I create a Scheduling Page for my calendar?
- How can I check the activity history of what I've done on the lead or what my customer has done?
- How do I add a note for myself on a lead?
- How do I switch off receiving leads if I am unavailable or away?
- How do I change the duration when requesting bank statements?
- How do I create my own document templates to send to customers?
- How do I update my profile?
- How do I add my Credit Guide?