Broker Portal
Here is a list of How to do's for Broker Portal
- 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)
- Kanban Board Enhancements: View Pipeline Totals & Recent Activity
- Lead Import Tool — Smarter, Faster & More Accurate
- Effi AI Automation Suite — Document Review, File Renaming
- How to Use Effi Document Analyser
- How to Create Workflow and Stage?
- Filters and Sort Options in the Messaging Tab
- How to use the Manual PDF Redaction Tool?
- How to use the new PDF tools?
- How to Use “Assigned To” Dropdown for Referring Partners
- How to Prevent Duplicate Open Leads via API
- Discharged Toggle: Marking a Settled Loan as Paid Out
- How to Update the Lenders You Can Service in Effi and Add Lenders
- Effi Mobile App—Latest Enhancements
- Application Page Updates—Multiple Linked Loans and Unlimited Security Property
- Upcoming Birthdays Feature: Build Stronger Client Relationships
- Effi Automation Enhancements – New Actions
- Generate Document Button – One Click to Create, Download & Send Documents
- Client Retention Report (Connect360)
- Improved Bank Statement Collection Experience – Talefin & Illion