Product
Custom document naming and automatic SharePoint sync
Set your own document naming pattern and sync accepted files straight into your SharePoint, organised by client automatically.
Author
Rasha from Effi
Articles
Product
The Effi Widget: high-quality leads with half the work
An embeddable website widget that captures leads, runs the fact find, and gets the credit guide signed before the deal ever lands in your pipeline.
Product
Run your whole pipeline from your phone
See your whole pipeline on a Kanban board, check your KPIs at a glance, and call a client straight from their lead card, all from your phone.
Automation
Fact Find Automation: Why Are Brokers Still Manually Entering Client Data?
Why brokers still manually enter client data — and how Fact Find automation can finally close that gap.
