Effi Help Center
All collections
Manage leads & clients
Manage leads & clients
Keep every client and deal in one place.
Clients & contacts
Understand Accounts & Contacts
Reassign leads and share access between brokers
Your pipeline
Filter, sort, label and pin leads
Leads page views and settings
Tasks & follow-ups
Tasks: create, reassign and use the Task Dashboard
Upcoming birthdays and client retention
Mark a settled loan as discharged
