We work with more than 95% of aggregator software, giving you more ease in your day to day operations
Run a better brokerage14 day free trial
Imagine if there were two of you...
We've all daydreamed about how much more we could get done if there were more hours in the day – but then that's not why you got into business, is it?
Effi automates more processes, freeing up hours each week. We help you deliver a 5-star client experience, every time – helping you keep your referral pipeline healthy and your team's productivity high.
Effi automates more processes, freeing up hours each week. We help you deliver a 5-star client experience, every time – helping you keep your referral pipeline healthy and your team's productivity high.
Smarter admin
Create your custom document templates with automated reminders and TFN redaction. Collect bank statements and tailor how incomes and expenses are categorised.
Easy scheduling
Master your schedule and make it easier for clients to book meetings with you when it suits you – with real time two-way calendar syncing.
More accountability
View performance of all brokers within your business in real-time with actionable insights to realise the full potential of your team.
Your Effi dashboard
Say goodbye to manual processes, and hello to being able to focus on high payoff tasks
Build your brand equity, not ours! Your custom-branded borrower dashboard becomes the single source of truth to manage the entire process, from initial conversation to loan application.
Industry-leading email marketing automation to send targeted and personalised messages, based on what each prospect is interested in.
Two-way portal view to provide transparency for your clients, and making troubleshooting a breeze.
Enhance the speed and security of your approval workflow with seamless electronic signature and document collections.
Effi is used by leading brokerages right across Australia who've chosen to partner with us to bring their ambitious plans to life. SOC2 compliant, AI-powered, optimised for maximum efficiency and integrated with 98% of aggregator software, Effi is here to transform your brokerage.
Copyright © 2020-2024 Effi Technologies