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  1. Effi
  2. Getting Started with Effi
  3. Getting Started with Effi

Getting Started with Effi

Here are some great tips and tricks to get started with Effi

  • New Workflows!
  • Effi Platform Demo
  • Day 6: AI-Powered SMS Chatbot and Email Automation
  • Day 5: The Consumer Portal
  • Day 4: How to request documents and bank statements from your clients
  • Day 3: How to add a lead and manage your clients
  • Day 2: Grow your business with Effi
  • Day 1: Setting up your profile on the Broker Portal
  • Importing Reviews on the Broker Portal
  • Download Effi's mobile app onto your phone
  • Uploading your credit guide onto the broker portal
  • Introduction to the Email Automation Feature
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