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.
Tag
#Fact Find
2 articles
Automation
Fact Find Automation: Why Are Brokers Still Manually Entering Client Data?
Most brokers still re-key client documents into the fact find by hand. We look at the three reasons why, and what automation changes.
