Effi onboarding course

Go from new user to confident in Effi in about 12 hours, at your own pace.

Who this is for: Brokers, Enterprise admins, Referral partners

A self-paced course for everyone in your business: brokers, admin staff, team managers and referral partners. Each lesson is a short help article. Read it, try it in your own portal with a practice lead, then take the module check.

Choose your path

You are	Do these modules
New broker	All seven, in order. Modules 1–5 in your first fortnight.
Admin or support staff	1, 2, 4 and 5
Team manager	1 and 2, then 6
Enterprise or business admin	1, then the workflow lessons in 2, then 6
Referral partner	7, plus 3 if you message clients

Prefer video? Start with Effi in 5 minutes: a tour of the broker portal.

Module 1: Foundations and account setup (60–90 min)

Get your account, tools and team ready before you touch a real lead.

Try it: Complete your profile, connect your email and calendar, install the app and invite one team member.

Module 1 check: quiz and practice tasks

Module 2: Contacts, leads and pipeline (120–150 min)

From first enquiry to a moving pipeline.

Try it: Add three practice leads in different ways, label them, pin one and move them through three stages.

Module 2 check: quiz and practice tasks

Module 3: Client communication (120–150 min)

Email, SMS, calls, meetings and the AI tools that draft and summarise for you.

Try it: Draft a follow-up email with AI, send a test SMS and log a task against the same lead.

Module 3 check: quiz and practice tasks

Module 4: Document collection and management (90–120 min)

Collect documents once, check them automatically and get them signed.

Try it: Send yourself a document request, complete it as the client, then run Document Analyser on it.

Module 4 check: quiz and practice tasks

Module 5: Fact find and application processing (90–120 min)

From client intake to serviceability: where you’ll spend most of your time.

Try it: Complete a practice fact find with a secondary applicant, then run a serviceability check.

Module 5 check: quiz and practice tasks

Module 6: Compliance, reporting and advanced tools (90–120 min)

Stay compliant and see how your business is performing.

Try it: Upload your credit guide, build one report and save it as a favourite.

Module 6 check: quiz and practice tasks

Module 7: Client and partner experience (45–60 min)

See Effi from the other side: what your clients and referral partners see.

Try it: Add a referral partner and check what they can and can’t see on a shared lead.

Module 7 check: quiz and practice tasks

Quick reference: your first days

Day 1

Week 1

Month 1

Complete all seven modules
Process your first real lead end to end
Set up your reports

Need a hand?

Email [email protected] and our team will get back to you.

Go from new user to confident in Effi in about 12 hours, at your own pace.

Who this is for: Brokers, Enterprise admins, Referral partners

Choose your path

You are	Do these modules
New broker	All seven, in order. Modules 1–5 in your first fortnight.
Admin or support staff	1, 2, 4 and 5
Team manager	1 and 2, then 6
Enterprise or business admin	1, then the workflow lessons in 2, then 6
Referral partner	7, plus 3 if you message clients

Prefer video? Start with Effi in 5 minutes: a tour of the broker portal.

Module 1: Foundations and account setup (60–90 min)

Get your account, tools and team ready before you touch a real lead.

Try it: Complete your profile, connect your email and calendar, install the app and invite one team member.

Module 1 check: quiz and practice tasks

Module 2: Contacts, leads and pipeline (120–150 min)

From first enquiry to a moving pipeline.

Try it: Add three practice leads in different ways, label them, pin one and move them through three stages.

Module 2 check: quiz and practice tasks

Module 3: Client communication (120–150 min)

Email, SMS, calls, meetings and the AI tools that draft and summarise for you.

Try it: Draft a follow-up email with AI, send a test SMS and log a task against the same lead.

Module 3 check: quiz and practice tasks

Module 4: Document collection and management (90–120 min)

Collect documents once, check them automatically and get them signed.

Try it: Send yourself a document request, complete it as the client, then run Document Analyser on it.

Module 4 check: quiz and practice tasks

Module 5: Fact find and application processing (90–120 min)

From client intake to serviceability: where you’ll spend most of your time.

Try it: Complete a practice fact find with a secondary applicant, then run a serviceability check.

Module 5 check: quiz and practice tasks

Module 6: Compliance, reporting and advanced tools (90–120 min)

Stay compliant and see how your business is performing.

Try it: Upload your credit guide, build one report and save it as a favourite.

Module 6 check: quiz and practice tasks

Module 7: Client and partner experience (45–60 min)

See Effi from the other side: what your clients and referral partners see.

Try it: Add a referral partner and check what they can and can’t see on a shared lead.

Effi Help Center

Effi onboarding course

Choose your path

Module 1: Foundations and account setup (60–90 min)

Module 2: Contacts, leads and pipeline (120–150 min)

Module 3: Client communication (120–150 min)

Module 4: Document collection and management (90–120 min)

Module 5: Fact find and application processing (90–120 min)

Module 6: Compliance, reporting and advanced tools (90–120 min)

Module 7: Client and partner experience (45–60 min)

Quick reference: your first days

Day 1

Week 1

Month 1

Need a hand?

Effi onboarding course

Choose your path

Module 1: Foundations and account setup (60–90 min)

Module 2: Contacts, leads and pipeline (120–150 min)

Module 3: Client communication (120–150 min)

Module 4: Document collection and management (90–120 min)

Module 5: Fact find and application processing (90–120 min)

Module 6: Compliance, reporting and advanced tools (90–120 min)

Module 7: Client and partner experience (45–60 min)

Quick reference: your first days

Day 1

Week 1

Month 1

Need a hand?