AI Insights: a live briefing on every lead in Effi

AI Insights is a new tab on every lead in Effi. Open it and, in about the time it takes to read a text message, you know where the deal is at, what's gone wrong and what it needs from you next.

We built it for a moment every broker knows. A client is calling in ten minutes. You open their file and start reconstructing: the last email, whether the payslips came in, if that follow-up actually went out, what your assistant did yesterday afternoon. By the time you've pieced it together, the phone's ringing.

What you see when you open it

The top of the tab is a short briefing: the status and stage, the loan purpose, any follow-ups that are overdue and the documents you're still waiting on. It's built from the activity already on the lead, so there's nothing to fill in and nothing to maintain.

What it caught on our own demo file

When we recorded the demo above, AI Insights flagged that the wrong licence had been uploaded and that the names on the payslip and tax return didn't line up with the applicant.

On a real file, that's the client who applied under their married name while their payslip still carries their maiden name. Or the payslip from twelve months ago that no lender will accept. Neither is hard to fix. Both are easy to miss in a busy week, and both cost you days if an assessor finds them first.

From insight to action in one click

Under the briefing sits a short list of recommended next steps, each with a button. Draft an email to the client from your own templates. Create a task for yourself or someone in your support team. Open the document requests to see what's arrived and what hasn't.

Documents get one more option. You can send the client a reminder, or hand the job to Effi's Voice AI agent, which will ring the client and ask for what's outstanding. Either way, the chasing happens without you.

When the file changes hands

Most applications pass through a few people between enquiry and settlement. AI Insights shows who changed what and when, next to any risks the system has raised, so whoever opens the lead next can pick it up cold.

Always current

Insights refresh on their own every hour. Right before a client call, hit refresh and you'll have an up-to-date briefing within a few minutes.

AI Insights is rolling out to all Effi customers now. If documents are your biggest bottleneck, it pairs well with automatic SharePoint filing. Not on Effi yet? Book a demo and we'll show you on a real lead.