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