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Broker Onboarding Course

Day 1: Setting up your profile on the Broker Portal

Hi!Welcome to day 1 of the onboarding course! Over the next 7 days, we will demonstrate the key features of the software and will show you how you can improve efficiency and grow your business through our platf

Day 2: Grow your business with Effi

Welcome to day 2 of the onboarding course! Today, we will cover the following topics: Syncing your calendar Setting your availability Onboarding your brokers Purchasing qualified appointmentsLet’s get star

Day 3: How to add a lead and manage your clients

Welcome to day 3 of the onboarding course! Today, we will cover the following topics: How to add a lead Managing your leads Sending messages and adding a note/task for yourself How to add/import existing c

Day 4: How to request documents and bank statements from your clients

Welcome to day 4 of the onboarding course! Today, we will cover the following topics: How to request documents from your clients Setting the duration for bank statement requests How to request bank statemen

Day 5: The Consumer Portal

Welcome to day 5 of the onboarding course. Today, we will be showing you the Consumer Portal so you understand your client's journey.Let’s get started with today’s video! NOTE: Effi lite does not include emai

Day 6: AI-Powered SMS Chatbot and Email Automation

Congratulations! You are on the last day of the broker onboarding course. Today, we will cover the following topics: Finalising the loan on Effi and asking for a review Email Automation Al-powered intellige