Getting Started with Effi
Here are some great tips and tricks to get started with Effi
- Effi Onboarding Course
- Effi Platform Demo
- Module 1 Check: Foundations & Account Setup
- How do I map my aggregator workflow and status to Effi's status?
- New Workflows!
- 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