Know where everything lives in Effi so you can find your way around on day one.
Who this is for: Brokers
Watch the demo
This short video walks through the broker portal from first enquiry to settlement.
The five places you'll use every day
Dashboard. Your home screen. KPI cards show leads, lodgements, approvals and settlements against target (green is on track, yellow is at risk, red is off track). The Needs attention and Awaiting client widgets list the leads you should follow up today.
Leads. Your pipeline, shown as a Kanban board or a list. Drag a lead between stages, or click it to open the full record: client profile, fact find, documents, messages and tasks.
Accounts & Contacts. Every person who has applied through you is a contact. Group people who apply together (for example a couple) into an account.
Messaging. Email, SMS, notes, tasks and calls for a lead in one timeline.
Settings. Your profile, email signature, templates, workflows and integrations. Admins also manage users, roles and branding here.
Handy shortcuts
Onboarding Kit button: on a lead, send the privacy document and a document request link in one go.
Auto-collapse: on the Leads page, hide empty stages so your search results are easier to scan.
AI reporting: on the dashboard, ask questions in plain English, such as "How many applications are waiting on documents?"
What to do next
Set up your profile, signature and availability.
Connect your email and calendar.
Install the mobile app.
Follow Your first lead: from enquiry to submitted application.
Need a hand?
Email [email protected] and our team will get back to you.