Broker Portal
Here is a list of How to do's for Broker Portal
- 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
- Aircall SMS Integration—Two-Way Messaging in Effi
- Automation—Form Document Collection
- How to Use Assigned Member Filters and New Profile Icons in the Kanban View
- Integrating Your Leads with Financeable
- How to use the Checklist function
- How to Re-sync your email in Effi
- How to schedule group bookings
- How to run Equifax credit reports
- How to use the calendar scheduler
- How to use the latest PFM enhancements
- How to use the HEM Calculator in EFFI