{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2c5e98579b6740c7aca6ee99ce2920f8\" frameborder=\"0\" width=\"1892\" height=\"1419\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1419,"width":1892,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1419,"thumbnail_width":1892,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2c5e98579b6740c7aca6ee99ce2920f8-502b2fc52572d632.gif","duration":508.675,"title":"EFFI Client Retention Tool Walkthrough","description":"This Loom shows EFI’s Client Retention Tool and how to identify post settlement retention opportunities and automate client follow ups. It demonstrates a refreshed client dashboard with tiles for total loan amount, total clients, SMSF clients, and active loans, and lists nine opportunity applications such as fixed term ending, interest only term ending, and loan interest rate review. The Loom explains adding clients and triggering refresh AVM valuations, with an estimated charge of about one dollar plus GST when no valuation is already present. It also covers rule automation pricing and setup, noting each active rule costs $30 per month regardless of runs and is configured at the business level, plus a clawback period that skips emails and SMS during lender specific time windows (default 18 months) and optional AVM refresh intervals (three to nine months)."}