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
- Enhanced Document Request Emails
- Effi Smart Fill: Document-Ingestion and Auto-Population for Fact Finds
- Selective Sync of Documents to SharePoint
- Fact Find Debt Calculator
- Salestrekker Import Tool
- 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
- 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?