Lodge asset finance and personal loans in Financeable without retyping, and bring the finished application back into Effi.
Who this is for: Brokers, Enterprise admins
Before you start
Your enterprise must request the Financeable integration; Effi sets it up once.
A business admin then adds the Financeable details under Profile > My Aggregator. Individual brokers don't need to repeat this.
Steps
Complete the lead in Effi. Open the lead, go to Client Profile and fill in Finance Details (loan use, application type, asset type, amount, applicant type), plus personal details, address history, income and expenses. Click Save All. The more you fill in, the more prefills in Financeable.
Push to Financeable. Click Add to Financeable at the top right. You're taken to the application in Financeable with the client's details prefilled.
Finish the application in Financeable. Confirm contact and address details, get or upload the signed privacy agreement, and complete employment, personal profile, income and expenses. Save.
Sync back. Return to the lead in Effi and click Sync Back From Financeable, then Proceed.
Check the result. In Client Profile > Loan & Assets Details, confirm loan term, net amount financed and fees have updated. Click Save All.
Using Financeable alongside another aggregator
If you send home loans to one aggregator (for example Salestrekker) and asset finance to Financeable, each loan type is linked to its own workflow. Choose the correct loan type when you create the lead and Effi sends it to the right system. Test one lead of each type before going live.
Need a hand?
Email [email protected] and our team will get back to you.