At its heart, this platform would have to be incredibly efficient and enable users to be super productive.
It would not be just another lead management or CRM system.
It would be all that and more – it would be a natural extension of you, the user, doubling your capacity to grow your business. It would be able to learn from you and become even more efficient through daily use. It would have to help you supercharge everything you do – from cutting admin time in half, managing leads effectively with follow-up reminders at the right time, to making more time for new business and growing revenue from additional settlements.
At Effi, we believe that Artificial Intelligence (AI) will be your superpower. Effi uses AI to offer a new sales experience – it drives leads to help you improve conversion rate to settlement and offers data in real-time for brokers to have better, more meaningful engagements with clients and build relationships. Effi delivers a new unrivalled standard in flexibility, customisation, and elegance, that will bring the best out in you (and your business) and achieve a level of client satisfaction that you did not believe possible.
Effi is like having a digital assistant available 24x7 and applies continuous learning to your known behaviour and then applies that to your client interactions.
Effi is available on a monthly subscription basis, starting from $120 plus GST per month.
Effi also gives you the ability to generate commissions from cross-selling - so Effi can potentially pay for itself and increase revenue.
We’ve built Effi from the ground up and it has dozens of features that will add real value. These advanced features will boost your efficiency and effectiveness and make you super productive.
To name a few,
Effi learns to emulate your tasks so that it can free you up to concentrate on delivering the kind of service that sets you and your brand apart from your competition. It is robust and performs at a level of detail and professionalism that only you will appreciate – because it has learned from the best. YOU.
Effi lets you take your business as far as you want it to go, creating further opportunities to expand your horizons with conveyancing, insurance, even your branded lending products.
It has a higher-level client support system than any other system readily available. It delivers amazing follow-up, follow-through, every time.
Clients get the service and response level they want because it enables you to react and deliver to their needs faster and more elegantly than anything else around:
There’s a reason borrowers want to speak to you – they trust your brand. With Effi, every digital interaction and dashboard looks and feels like yours. Effi allows you to create your own branded client portal, which enhances the credibility and value of your service, and helps you build your business brand.
At Effi, we take security and privacy seriously both in our product and our organisation to protect the data that you, our customers, entrust to us. You own your data, and we never use it beyond the service we provide to you.
In addition to Effi’s bank-grade security, we also provide full audit capability to help you meet your compliance obligations. You can generate a real-time audit report for each one of your clients managed through Effi, including a complete history of messages and emails exchanged.
Effi gives you access to a mobile app so you can access information from Android or iPhone anywhere.
We build landing pages with your branding that you can use, that your clients can view, that provides real value at no cost. Effi is designed to help you build your brand and most importantly to help convert visitors to your landing page into qualified leads.
Stop spending your precious time and money reviewing landing pages for online marketing campaigns and content.
Effi helps take care of your marketing efforts and to scale your business by giving you the ability to purchase high quality lead appointments with your profile showcased on high traffic websites.
You can be at the front of the queue and leverage the most effective appointment generator working 24/7 – so you’ll never miss an opportunity. Access to qualified appointments through your broker portal comes at a small additional cost.
We’ve specifically designed Effi to:
Supports your compliance process with Audit report available on each client. Automated bank statements, Histories, Interactions, Document Collection, Multilingual with translation to English, auto email sync, etc - all taken care of through best-in-class secure platform.