Module 1 Check
Check that your account, tools and team are properly configured before you touch a real lead.
6 Quiz Questions | 3 Practice Tasks |
Part 1
Question 1
Who is able to update the company logo and favicon?
AAny user with a profile
BOnly the business admin
COnly referral partners
DOnly Effi support staff
▸ Show answer
Correct answer: B. Logo and favicon updates are restricted to the business admin role, since they apply across the whole account.
Question 2
Which of these is NOT something you'd set up in Module 1?
ASyncing your calendar
BSyncing your email
CRunning a serviceability calculation
DInviting a team member
▸ Show answer
Correct answer: C. Serviceability calculations belong to fact find and application processing (Module 5), not foundational account setup.
Question 3
What does the Impersonate feature let a support user do?
ADelete another user's account
BView the portal exactly as another user sees it
CChange another broker's commission
DSend emails without logging them
▸ Show answer
Correct answer: B. Impersonate lets support (or an admin) see and act in the portal as the impersonated user, which is useful for troubleshooting.
Question 4
Where would you find your IMAP and SMTP details if your email provider needs manual setup?
AYour billing settings
BThe email sync/integration help articles
CThe Kanban board
DThe audit history log
▸ Show answer
Correct answer: B. IMAP/SMTP details are covered as part of the email sync setup process when your provider isn't auto-detected.
Question 5
What is the main purpose of setting up user roles before adding your team?
ATo decide who gets a company car park
BTo control what each team member can see and do in Effi
CTo set everyone's email signature at once
DIt's optional and has no effect on access
▸ Show answer
Correct answer: B. Roles determine each user's permissions and visibility, so they should be set up before people start working in the portal.
Question 6
True or false: you can connect more than one aggregator or lender integration to your account.
ATrue
BFalse
COnly on the Enterprise plan
DOnly for team managers
▸ Show answer
Correct answer: A. You can connect multiple integrations (aggregator, lender, VOI, calling, etc.) — you're not limited to just one.
Part 2
Use practice leads, not live clients, for all of the tasks below.
1
Complete your profile and install the mobile app
Open your profile settings and fill in your photo, contact details and bio.
If you're the business admin, upload your company logo and favicon.
Download the Effi mobile app and log in with your existing credentials.
Confirm you can see your dashboard from the mobile app.
2
Connect your calendar, email and one integration
Sync your calendar so meetings booked in Effi appear in your day-to-day calendar.
Sync your email so client conversations flow into Effi automatically.
Connect at least one aggregator or lender integration relevant to your business.
3
Invite a team member and assign a task
Invite one colleague (or a test account) as a new user.
Assign them an appropriate role.
Create a task and assign it to them so you can see it appear on their side.
Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.
Back to Onboarding Course →
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