video1.0<iframe src="https://www.loom.com/embed/c110047806814d279fda6077eaaafa9b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c110047806814d279fda6077eaaafa9b-4ae55af044f78fdf.gif605.467This Loom walks through key features of the Effie FU platform, starting with the pipeline health dashboards. It explains how users can quickly view lead received, lodgements, approvals, settlements, active pipeline, broker KPIs, at-risk deals, waiting on client items, and coaching flags, with team analytics and per-broker analytics. It then covers the customizable lead queue and how a voice AI agent can trigger on new leads to book meetings and populate messaging, plus smart auto-Feel options that scan documents, identify types, and extract fact find fields. Additional AI capabilities include fraud and compliance analysis, SharePoint OneDrive or Boxes sync, document naming conventions, e-signatures, bank statement requests via Tailfin, an improved task dashboard, client retention reporting with automations, and an AI note-taker that joins Teams Google Meet or Zoom calls to generate summaries action items and transcripts with templates. It concludes with Ask AI for querying data and generating metrics visualizations, including a shared live report via QR code.