Broker Portal
Here is a list of How to do's for Broker Portal
- 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?
- How do I add secondary applicants?
- How to add or import existing clients ?
- How do I buy leads through Effi?
- How to capture Bank statements on Effi?