Get started

Set up your account and learn Effi in a day.

Start here

Effi in 5 minutes: a tour of the broker portal

Your first lead: from enquiry to submitted application

Set up your account

Set up your profile, signature and availability

Connect your email and calendar

Install and navigate the mobile app

Onboarding course

Effi onboarding course

Module 1 check: Foundations & Account Setup

Module 2 check: Contacts, Leads & Pipeline

Module 3 check: Client Communication

Module 4 check: Document Collection & Management

Module 5 check: Fact Find & Application Processing

Module 6 check: Compliance, Reporting & Advanced Tools

Module 7 check: Client & Partner Experience