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ProductAI Insights: a live briefing on every lead in Effi
AI Insights gives brokers a live briefing on every lead in Effi: where it's at, what's at risk and the next steps, with one-click actions to keep it moving.
Read article >Insights for Australian mortgage brokers on workflows, retention, and growing with less admin.
Featured
ProductAI Insights gives brokers a live briefing on every lead in Effi: where it's at, what's at risk and the next steps, with one-click actions to keep it moving.
Read article >Computer-use agents like OpenAI Dots and Meta Muse are impressive. Here's where they fit in broking, and why compliance-heavy work needs a different design.
Set your own document naming pattern and sync accepted files straight into your SharePoint, organised by client automatically.
An embeddable website widget that captures leads, runs the fact find, and gets the credit guide signed before the deal ever lands in your pipeline.
See your whole pipeline on a Kanban board, check your KPIs at a glance, and call a client straight from their lead card, all from your phone.
Most brokers still re-key client documents into the fact find by hand. We look at the three reasons why, and what automation changes.