Smart Fill AI, SharePoint naming conventions, multi-aggregator routing, Zoho CRM sync, a sneak peek at the new broker dashboard, and more shipped this month.
15 New Features
15 — 0
Manual Work
June 2026 • End of Month Wrap
Another month, another clean sheet against manual workflows. Here’s every feature shipped in June — built to keep your team moving while the world watches football.
15 / 15 features shipped ✓
★ Star Player
Smart Fill — Fact Find Automation
Reads your uploaded documents and fills in Fact Find fields automatically. Focus on the client, not the form.
★ Star Player
New Broker Dashboard
Get a complete view of your business — monitor performance, track pipeline health, and identify opportunities that need attention. Customisable widgets, KPI scorecards, AI-powered reporting, and configurable alerts, all from one place.
★ Star Player
SharePoint Document Naming Convention
Documents sync to SharePoint with automatic categorisation and your business’s naming convention applied on every upload — zero manual filing.
★ Star Player
Custom Document Naming Conventions
Administrators can now create automatic naming rules for uploaded and generated documents using configurable fields — consistent names across your organisation, zero manual renaming.
⚡ AI • Main Features
02
Feature 01
Smart Fill continues to reduce manual data entry with smarter document processing and improved controls. Our AI-powered document extraction tool lets your clients upload documents and automatically pre-fills applications with accurate, applicant-matched data.
What’s New
📄 Bulk Uploads
Upload multiple documents in a single action to speed up collection.
🧠 Smarter Classification
Smart Fill automatically identifies document types and extracts key information.
👤 Applicant Matching
Documents can be matched to the correct applicant using extracted data.
⚙️ Enterprise Controls
Manage supported document types centrally across your enterprise.
🔍 Enhanced Visibility
View supported document types and extracted fields directly in Smart Fill settings.
Result: Less time on forms, more time with your clients.
Read more about Smart Fill →
Feature 02 • New
Get a complete view of your business with our new Broker Dashboard — your central hub for monitoring performance, tracking pipeline health, and identifying opportunities that need attention, with the ability to customise the view as per your requirements.
📈 Real-Time Performance Monitoring
Monitor business and team performance in real time.
🎯 KPI Scorecards & Broker Targets
Track KPIs, pipeline activity, and broker targets at a glance.
🤖 AI-Powered Reporting
Ask AI reporting questions in plain language and get instant answers.
⚡ Follow-Up Alerts
Quickly identify leads that need attention with configurable alerts.
🔧 Customisable Widgets
Personalise your dashboard layout to suit your workflow and priorities.
Result: Whether you’re an individual broker or managing an entire team, the Broker Dashboard gives you the visibility and insights to stay on top of your business.
Read more about the Broker Dashboard →
Feature 03 • New
Documents sync to SharePoint with automatic categorisation and your business’s naming convention applied on every upload — like every player running to the right position without being told.
Categorise
Instantly
Manual Filing
Automatically categorise documents into SharePoint folders
Apply your business’s configured naming convention during sync
Reduce manual file management and improve consistency
Result: Documents are organised, searchable, and named consistently across your SharePoint library.
Read more about SharePoint Sync →
Feature • New
Keep your documents organised with automatic naming conventions. Administrators can create custom naming rules for uploaded and generated documents using configurable fields such as client name, document type, expiry date, and more.
What You Can Do
📄 Create Custom Naming Rules
Build naming conventions using configurable fields to suit your business.
📋 Start with Built-in Templates
Use the included templates as-is or customise them to fit your workflow.
⚙️ Automatically Apply Rules
Once configured, document names are generated automatically whenever documents are uploaded or created.
Example
Naming Pattern
Client Name – Document Type – Expiry Date
Generated File Name
John Smith – Driver Licence – 0225
Benefits
Consistent document naming across your organisation
Faster document identification and retrieval
Reduced manual administration
Flexible naming standards to suit your business
Result: Every uploaded or generated document follows your configured naming convention automatically — no manual renaming required.
Read more about Custom Document Naming Conventions →
🏛 Integrations
02
Integration
Set a different aggregator for each lending product, and Effi routes every deal to the right system automatically.
Home Loans
Salestrekker v2.0
Asset Finance
Financeable
Run multiple lending products from one client setup
Configure a separate workflow per product
Send every deal type to the right aggregator
Result: Each finance type now reaches the correct aggregator automatically, with clean separation and reliable sync.
Read more about Multi-Aggregator Setup →
Integration
Our new Asset Finance customisable widget is now available to embed on your website and pre-fills the Asset Finance fact find for lodgement.
We are currently working on a customisable Home Loan widget for release by the end of July 2026.
01
Broker builds and embeds the form widget
02
Prospect completes the form and verifies by OTP
03
Submission creates a lead in Effi, ready for lodgement
04
Lead is assigned and routed automatically
Result: Leads now flow from your website straight into Effi — created, routed, and notified without manual entry.
Read more about Lead Capture →
🔧 Tools & Calculators
02
🏗 Enterprise Build
Built to the spec of one of our enterprise clients, this release delivers sharper income calculations, improved reporting metrics, and a cleaner experience across client assessments.
Automated income calculations
Updated Summary page metrics
Repayment graph now starts at month 0
Save and reset functionality for scenario testing
Clearer "Total Monthly Expenses" field naming
Enterprise-only feature. This calculator was built specifically for one of our enterprise clients and is not part of the standard platform.
Want a custom calculator built into your enterprise setup? Reach out and we’ll scope it with you.
Read more about Calculator Updates →
Import Tool
Import leads from other systems into Effi in controlled batches, so your pipeline keeps moving without overloading the system.
Imports in batches of 25 leads
Built-in delays to protect performance
Leads appear in your pipeline automatically
Runs in the background
Note: Some Fact Find data may need manual completion after import.
Read more about the Import Tool →
📱 Mobile
01
Mobile
Performance, messaging, and lead management improvements to keep your team moving on the go.
Better security and improved user experience on mobile
Improved email sync, visible right in Messages
View PDFs and images without leaving the app
Easier lead assignment and reassignment
Read more about Mobile Updates →
📄 Documents & Data
03
Documents
Document requests are faster, more consistent, and carry your branding on every applicant interaction.
Emails carry your business branding
Edit and resend requests
Auto-send to every applicant on a lead
A streamlined workflow for brokers
Read more about Document Requests →
Power Automate Action
A new Automation action that automatically retrieves all members linked to a lead — including names and email addresses — using just the Lead ID.
Automatically pulls all lead member emails
Formats them into a comma-separated list
Ready to use in CC or recipient fields
No manual entry required
Result: All lead members can now be automatically included in emails and notifications.
Read more about Get Lead Members →
Admin
Platform admins can archive document templates globally, keeping the library clean without disrupting existing workflows.
Hidden from every tenant once archived
No impact on existing requests
Restore anytime
Better template governance
Read more about Template Archiving →
🔁 CRM
01
Integration
Effi now syncs leads into Zoho CRM directly, creating a deal and a contact for the primary applicant.
Creates a deal and contact automatically
Map stages yourself in Settings
Sync runs in the background, or on demand
Triggered automatically on stage changes
Note: Stage names must match exactly in Zoho for sync to work.
Read more about Zoho CRM Sync →
🔒 Privacy & Communications
02
New
New visibility controls protect client privacy and give brokers greater control over what information is shared with Referrers and Partners. When creating a Task, Note, or Message, you can now choose who sees it before saving.
What’s New
🔒 Private by Default
Notes, tasks, and messages are now private by default — nothing is shared unless you choose to.
👥 Flexible Sharing Controls
Choose to share with the Referrer, Partner, both, or keep communications internal using the Show to… option.
✏️ Editable at Any Time
Visibility settings can be updated at any time by editing the communication.
Result: Only intentionally shared communications are visible in the Referrer and Partner Portals — greater privacy, greater control.
Read more about Communication Controls →
Meeting Assistant
The Effi Meeting Assistant now supports Zoom. If you have a Zoom meeting scheduled in your connected Google or Microsoft calendar, your Meeting Assistant will automatically join — just like it does for Microsoft Teams and Google Meet.
🎥 Automatic Zoom Support
Automatically joins scheduled Zoom meetings from your connected calendar.
📝 Record, Transcribe & Summarise
Records, transcribes, and generates AI meeting summaries automatically.
🔗 No Extra Setup Required
Works automatically once your calendar is connected and Meeting Assistant is enabled.
📋 Pre-fill Application Form Template
Notetaker extracts key details from client conversations and automatically pre-fills your custom Fact Find template, saving time and boosting productivity.
Result: No matter which major meeting platform you use, Effi captures every important conversation automatically.
Read more about Meeting Assistant →
🎤 NoteTaker
Tried the Effi NoteTaker during the free trial?
We’d love to hear how it went. Share your feedback →
👀 Coming Soon
PREVIEW
🤖 Sneak Peek
The AI Assistant is making its way to the Effi mobile app — giving brokers on-the-go access to intelligent support, smart prompts, and instant answers without stepping away from the client.
Always Within Reach
AI Assistant embedded directly in mobile navigation — one tap from anywhere in the app.
Conversational Support
Ask questions, get answers, and take action — all in a real-time chat experience built for mobile.
Smart Context
Understands your current lead and workflow context to surface relevant insights on the spot.
Mobile-First Design
Every feature of the web AI experience, redesigned for thumb-friendly, on-the-go use.
🕐 Coming soon. More details in the next edition.
⚽
Final Whistle
Our support team is on the bench and ready to play — just include your business name and a short description of the issue.
Contact Support →
EFFI • 2026.06
© 2026 Effi. All rights reserved.
You’re receiving this because you’re an Effi platform user.
