Upload your client鈥檚 document pack and let Effi fill in identity, employment, assets and liabilities for you.
Who this is for: Brokers
Steps
Open the client's fact find and go to the Smart Fill tab.
Drag and drop the whole document pack, or select several files. (If bulk upload is off for your business, choose the document type for each upload.)
Smart Fill works out each document type, matches it to the right applicant, extracts the data and files it in the right Document Collection category.
Review what was extracted from each file. Fields with a low-confidence warning must be checked and corrected or confirmed.
Accept the values to write them into the fact find, then check the Identity, Employment, Assets and Liabilities tabs.
What Smart Fill reads
Document | Fills in |
|---|---|
Driver licence, passport, Medicare card | Personal details, address, government IDs |
Payslips, tax returns, notices of assessment | Employment and income |
Mortgage, rental, super, SMSF, savings and investment statements | Assets and home loans |
Credit and store card statements | Liabilities |
No duplicates
Smart Fill matches uploads to what's already there: payslips by employer ABN (using the latest payslip), cards by last four digits, properties by address and super by fund name. Uploading more files later only processes the new ones.
Tips for accurate results
Use original PDFs, not photos or screenshots.
Include every page, and both sides of a licence.
Upload the latest statements.
Always check identity and key figures before submitting to a lender.
Good to know
After upload, Document Analyser and fraud detection run automatically if AI detection is switched on in Settings > AI Detection.
Proof of identity and proof of income are required. Other documents are optional.
If two documents disagree, the most recent upload wins.
Need a hand?
Email [email protected] and our team will get back to you.