Broker Portal
Here is a list of How to do's for Broker Portal
- 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
- How to use the Auto-collapse in EFFI
- How to use Glass Guide in EFFI
- How to use Effi's two way email sync
- How to Use Effi’s E-Sign (EffiSign)
- How to Invite the secondary applicant
- How to Update Your Client’s Phone or Mobile Number in Effi
- How to use the Form Builder
- How to use the Savings and Loan tracking tool
- How to use the SLA report
- How to use Lnk8
- How to filter my team members leads
- How to auto sync your leads to your aggregator crm
- How to reassign and edit tasks
- How to manage your availability
- How to use the SMS Bot
- How to filter leads
- How to access tasks
- How to manage billing
- Number verification