Broker Portal
Here is a list of How to do's for Broker Portal
- 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
- How to navigate the Effi mobile app
- How to use Kanban in mobile app
- Impersonate Feature: Empower Your Support Team
- How to clone an application
- How do I integrate Quickli with 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?