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FAQs

What is the show and hide feature and how do I use it?

Our show and hide feature can be used to show or hide certain fields that you don't want your customers to see. This includes most fields in fact find (apart from applicant details), document collection and ban

How can I integrate my Salestrekker account onto the broker portal?

Watch the video below to see how to integrate your Salestrekker account onto the Effi Broker Portal: Alternatively, you can follow the steps below:1) Ensure that you have selected an aggregator that has alrea

How do I map my Salestrekker workflow and status to Effi's status?

1) Ensure that you have integrated Salestrekker with Effi using the API keys. If you have not done this, please follow the steps in this article: How can I integrate my Salestrekker account onto the broker port

What is Effi's 2-way calendar sync?

Say hello to your new best friend! Effi's 2-way calendar sync feature allows you to create highly-customisable scheduling pages so your customers and colleagues can easily view and book in meetings with you wit

What is the Consumer Impersonation tool?

Effi has created a consumer impersonation tool so you can access your customer's portal and guide them step by step on how to complete their application. Brokers can also fill in the application on their custom

How do I sync my calendar on the broker portal?

You can sync 1 calendar per broker account on the broker portal. Watch the video below to see step by step on how to sync your calendar. Using Effi's broker portal and calendar sync, you can create multiple lin

How do I create campaigns using the SMS Chatbot?

Watch the video or read the steps below!1) Click on the robot icon on the broker portal.2) Create a new campaign.3) Select a Campaign Template.    Enter a campaign name.    Enter a description (optional).4)  Cl

How do I edit the Status Labels on the leads tab?

1) Click on the Leads icon2) Click on Status Settings 3) Rename the Status according to your preference 4) Click Save ChangesChanges will occur immediatelyNOTE: Effi lite does not include email automation and e

How do I create a campaign using Email Automation?

We have created a short video below for you to watch and learn! How can we make Effi even better? Email us at Support@effi.com.au.NOTE: Effi lite does not include email automation and electronic bank statement

Introduction to the Email Automation Feature

NOTE: Effi lite does not include email automation and electronic bank statement collection.If you need any further help do not hesitate to contact us at support@effi.com.auGet easier, faster access to Effi when

How do I find the data in the broker portal that my client has entered?

Once the client has completed (or even partially completed) their requirements you will need to get access. In this little video we show you how to navigate your way around to find everything you need on the br

How do I let my customers know when I am available and unavailable?

You can let customers know when you are available or unavailable to take calls! Watch the video below to learn how:NOTE: Effi lite does not include email automation and electronic bank statement collection.Any

How much does Effi cost?

At Effi we offer either a monthly or an annual option. The fee monthly is $120.00 plus GST or our annual fee is the equivalent of $100 per month. That's all our great features for less than a coffee per day.If

How to add your Brokers to your Effi account

A quick video showing you how to add Brokers in your team to your account1) Click on the broker icon2) Click on + Invite New Broker 3) Fill in your broker's details (First Name, Last Name & Business Email) and

How do I update the status of my lead?

1) Log into the broker portal and go to Leads2) Find the lead that you want to update and click on Manage Lead 3) On the right side of the Application page, there are three status icons that you can select (cho

What is Service Radius and Availability and how do I edit it?

When Effi generates a lead the software is smart enough to allocate based on both location and your availability. You are in charge or where and when you get leads. The Service Range allows you to set either a

What is a Favicon?

A favicon is a small 16×16 pixel icon that appears at the top of a web browser. It serves as branding for your website and a convenient way for visitors to locate your page when they have multiple tabs open. Be

How do I find the details the client has completed on the online fact find on the broker portal?

Here is a video directing you there below:NOTE: Effi lite does not include email automation and electronic bank statement collection.Any questions do not hesitate to contact us at support@effi.com.au Get easier

How can I send SMS from the broker portal using my number?

Effi allows you to send SMS messages and emails to your customers from the broker portal. Messages are sent and received instantly, making it easy it interact through our chat. SMS messages are sent from Effi's

How do I create a campaign using the SMS Bot?

Follow the steps below to start a campaign:1) Click + New Campaign 2) Complete the fields in the pop up 3) Click into the campaign and amend the message to suit your tone of voice It is recommended that you do

Can I migrate my current ActiveCampaign email marketing account to Effi?

Effi is please to offer a powerful first party interaction into ActiveCampaign!If you would like to connect your existing ActiveCampaign account to the Effi CRM, please follow the below steps.Please note that b

Where do I get the client bank statements (and the Mogo report) once the client has processed them?

Getting the bank statements and the Mogo report are super important. We understand. That is why we have made it easy for the customer to access them and even easier for you to get them. Here is a video below di

How do I add a lead to Effi?

1) Log onto Effi and click on the leads icon 2) Click 'Add Lead' on the top right hand corner of the page 3) Fill in the contact details and enquiry details If you do not know the loan enquiry details, you can

How does Ratecity generate a lead for me?

Here is a video explaining the client journey for RateCity leadsNOTE: Effi lite does not include email automation and electronic bank statement collection. Any questions do not hesitate to contact us at support

How do I add my Company Logo and Favicon?

To add your company logo and favicon, follow the instructions below:1) Log onto the broker portal and click on your profile 2) Scroll to the bottom of the page and you will see these two boxes:3) To upload eith

How do I buy leads through Effi?

Effi has a number of relationships with Partners to provide leads to you and your brokers. Like everything in Effi it is super easy to do and to monitor how the leads are going. Here is the process to purchase

How do I to add my own customised signature and disclaimer to all email communications to borrowers?

1) Click on the drop down on the top right hand corner and select 'Settings'2) Type in your email signature (if you already have an email signature set up on outlook or gmail, you can just copy it and paste it

How do I create my broker profile?

1)  You will receive an invite from Support@effi.com.au to create your profile. 2) Click on create profile and fill in your details (video below)NOTE: Effi lite does not include email automation and electronic

How do I access the Effi app for Iphone or Android?

Both Apps can be downloaded below:NOTE: Effi lite does not include email automation and electronic bank statement collection.Any questions do not hesitate to contact us at support@effi.com.auGet easier, faster

How do I add the lenders I am authorised with to Effi?

Making sure you have all your lenders correctly registered is important so that clients and referral partners know who you can and can't help them with. We recorded a short video to guide you through the proces

How to request documents from your clients

Requesting Documents1) Click on the leads tab and select the customer that you would like to request documents from2) Go to Documents 3) Select +New Document Request 4) Choose a document template and select the

How do I add my Credit Guide?

1) Log onto the broker portalFrom the home page look for the small blue pencil in the top right corner shown below:2) This will open a window that will allow you to edit the following: Headshot Image First and

How do I update my profile?

You can update your profile picture, about you, credit guide and contact details at any time. 1) Log into Effi and select Profile 2) Click the top right buttonThis will open a window that will allow you to edit

How do I create my own document templates to send to customers?

We've created some templates for you to use to collect documents from your customers. However, if you prefer to create your own, you can easily do this by following the steps below: 1) Click on the leads icon

How do I change the duration when requesting bank statements?

Brokers have the option of collecting 3, 6 or 12 months bank statement from customers through the consumer portal.  1) Go to Settings2) Select 3, 6 or 12 months and click saveNOTE: Effi lite does not include

How do I switch off receiving leads if I am unavailable or away?

Your profile will appear on our lead partners sites and will offer clients the ability to contact you directly by phone from the app or website. Its important that if you are not available to take this calls yo

What process does the customer go through when using bank statement collection?

What process does the customer go through to create the income and expenses section in the online fact find? Here is a short video:NOTE: Effi lite does not include email automation and electronic bank statement

How can I resend the Welcome SMS and email?

1) Log into the broker portal and go to Leads 2) Find the lead that you want to send the Welcome SMS and email and click on Manage Lead  3) On the Application page, click on the icon that says 'Send Welcome Ema

How do I add a note for myself on a lead?

There are a few ways you can add a note for yourself on a lead.1) Using the broker dashboard:If the lead is due soon, it will appear on the broker dashboard. You can click on the message icon and then click on

What is a SSO?

Single Sign-On (SSO) is an authentication method that enables you to securely authenticate with multiple applications (eg. Gmail and Effi) by using just one set of credentials. Effi offers Single Sign-On (SSO)

How do I sync my email account onto the broker portal?

1) Go to your profile2) Toggle the OFF button located under email address to ONSelect your E-mail Service Provider (Incoming Server and Outgoing Server will automatically be pre-filled if you select Google or M

How do I request bank statement from my customers?

1) Go to Leads2) Find the lead that you want to request the bank statements from and click on Manage Lead 3) Click on the Documents tab 4) Select Bank Statements  5) Click Request 6) Set the Time Period - 3, 6

Will my credit guide be attached to the Welcome Email and SMS?

Your credit guide is sent with the Welcome Email, not the SMS. You can check if it has been sent by clicking into your lead and then checking the activity history.Any questions reach out to us at support@effi.c

How can I check the activity history of what I've done on the lead or what my customer has done?

1) Go to Leads 2) Find the lead that you would like to check the activity history3) Click on Manage Lead 4) Click on the Activity tab You should be able to see all the activities between yourself and your custo

How do I create a Scheduling Page for my calendar?

A Scheduling Page allows your customers and colleagues to easily view and book in appointments or meetings without having to hassle you. You can create multiple events for each purpose and customise it to suit

How do I create an activity or event on my calendar on Effi?

1) Click on the Calendar icon2) Click on + Activity icon  3) Fill in the Activity details and click Save.This will automatically send the customer an email invitation to the event/activity.  NOTE: Effi lite doe

How can I view my Scheduling Page?

1) Click on the calendar icon2) + Open Schedule Editor3) Select view on the Scheduling page that you want to seeNOTE: Effi lite does not include email automation and electronic bank statement collection.If you

How do I import my reviews onto the broker portal?

1) Go to your Profile in the broker portal2) Scroll down and click on Reviews3) Click on Import Reviews4) Enter your Facebook URL to import your reviews from Facebook or type in your business name to import rev

How will I know if the Welcome Email and SMS has been sent to my customer?

1) Go to the Leads tab2) Find the lead that you want to check and click on Manage Lead3) Click on Activity HistoryAny questions reach out to us at support@effi.com.auGet easier, faster access to Effi when it's

Can I search by the secondary applicant's name?

Effi allows you to search by the non-primary applicant's name. Follow the steps below to search for a non-primary applicant name associated with a lead:1) Click on the Leads icon2) Search your client's name in

How can I send my customers messages or emails using the broker portal?

Effi allows you to send messages and emails to your customers from the broker portal. Messages are sent and received instantly, making it easy it interact through our chat. 1) Go to the Leads section:2) Find th

How can I add my lead to my aggregator's CRM using the broker portal?

1) Go to your Leads.2) Click Manage Lead. 3) There is a button located on the top right: + Add to SalesTrekker + Add to Mercury Click whichever one applies to your aggregator.It may take up to 10 minutes for t

How do I check my audit/activity history?

1) Go to your Leads.2) Click Manage Lead on the lead that you want to view. 3) Click on Activity.From here, you should be able to see the activity history for yourself and the customer.NOTE: Effi lite does not

How does Effi calculate my response time?

Your response time is calculated based on the last two leads that were added into Effi. Your response time is also shown on high traffic websites for customers to view (only if you purchase appointments/leads f

How can I find my IMAP and SMTP information?

To enable the Email Sync in Effi, you may need to provide IMAP and SMTP information. If you do not know that information, we've provided the typical host addresses and port numbers for the most common email pro