Broker Portal
Here is a list of How to do's for Broker Portal
- 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 automate e-signature requests?
- 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?
- How do I let my customers know when I am available and unavailable?
- How do I find fact find information in the broker portal that my client has entered?
- How do I sync my calendar on the broker portal?
- How to Integrate my aggregator account onto the broker portal?
- How do I send my customers messages or emails using the broker portal?
- How can I add my lead to my aggregator's CRM using the broker portal?
- How do I check my audit/activity history?
- How does Effi calculate my response time?
- How can I find my IMAP and SMTP information?
- How do I sync my email with Effi?