video1.0<iframe src="https://www.loom.com/embed/5660e8d6f82745bebd02fcfa380cb811" frameborder="0" width="1912" height="1434" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14341912Loomhttps://www.loom.com14341912https://cdn.loom.com/sessions/thumbnails/5660e8d6f82745bebd02fcfa380cb811-d1f9c23e2283a33d.gif279.514This Loom explains how EFI simplifies repeat and joint applications by organizing applicants through Accounts and Contacts. An account represents a household or group of applicants and can have multiple linked leads, while a contact represents an individual linked to those accounts and deals. When creating a new lead, users can search existing contacts by name, email, or phone, review any matching accounts, and then select the correct account and primary applicant to reuse client details without automatic linking. It also shows creating a new contact when the person is different or a new client, entering the required details.