Create a pre-filled SOCA, credit proposal or privacy consent and download, email or send it for signing in one click.
Who this is for: Brokers
Steps
Open the lead and click Generate Documents (or a dedicated button your business has set up, such as Generate SOCA).
Choose the document.
Effi fills it with the latest lead data and, depending on how it's set up, downloads it, emails it to the client, sends it for e-signature or starts a document collection request.
Set up a new document (admins)
Tell support what you need and we'll configure it:
The name to show in the menu, or whether it needs its own button
The template: Effi's standard one or your own branded version
The format: Word (.docx) or PDF
The action: download, email, e-signature or document collection
Good to know
Platform admins can archive document templates you no longer use so they don't clutter the menu.
Need a hand?
Email [email protected] and our team will get back to you.