Broker Portal
Here is a list of How to do's for Broker Portal
- 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?
- How to add more credit to the AI Powered Chatbot?
- How to create user roles, invite users and assign tasks to them?
- How to add your referral partners to Effi?
- How to change your applicant's display name and real name?
- How to label your leads and filter them?
- How to pin and make leads high priority on Effi?
- How do I create an activity or event on my calendar on Effi?
- How to add a Task or a Note
- How to change the bank statements request period?
- How to update your profile?
- How to add your Credit Guide?
- How do I request documents from my clients?
- How do I request bank statement from my customers?
- How to add your email signature
- How to update your Company Logo and Favicon?
- How do I add a lead to Effi?
- How to send SMS (text messages) from the broker portal using your own number?
- What is Service Radius and Availability and how do I edit it?
- How do I update the status of my lead?