Clients see a complete profile, every email carries your signature, and you only get leads when you can take them.
Who this is for: Brokers
Update your profile
Log in to Effi and select Profile.
Click the edit button at the top right. You can update your headshot, first and last name, the date you started as a broker, and your credit guide.
To change your contact details, click the small edit icon at the top of the contact section.
Add your email signature and disclaimer
Click the drop-down at the top right and select Settings.
Type or paste your signature into the box. You can copy your existing Outlook or Gmail signature. Click Save Changes.
Scroll to Disclaimer, add your disclaimer (or leave it blank) and click Save Changes.
Tip: if your logo doesn't appear after pasting, upload it with the image icon in the signature editor.
Set your service area and availability
If you receive leads from Effi's referral partners, Effi allocates them by location and availability.
Go to your profile and click the edit icon in Service Radius and Availability.
Choose Local (then set a radius in kilometres from your office postcode), Statewide or Nationwide. Tick the weekend box if you take leads on weekends, then click Save.
To pause leads, switch off the Availability toggle at the top right of the homepage and choose how long you'll be unavailable.
Good to know
Available Now switches off automatically when your synced calendar shows you're busy, so you aren't sent leads mid-meeting. It uses the calendar for the email you log in with.
While you're unavailable, your profile is hidden from the referral partner portal.
Need a hand?
Email [email protected] and our team will get back to you.