The Effi Widget: high-quality leads with half the work

The Effi Widget is a small embed for your website that does the first half of an enquiry for you. The client enters their details, a mini fact find runs while they type, they sign your credit guide, and the lead lands in Effi ready to work.

A contact form gives you a name, a phone number and a job to do. You chase the client for their income, expenses and loan details. You send the credit guide and follow up until it's signed. Then you key it all into your CRM.

The widget does that work while the client is still on your website. Their financial details are captured as they type, the credit guide is signed on the spot, and everything lands in Effi automatically. Instead of a name and a number, you start with a qualified lead.

That gap matters more than it used to. Brokers wrote a record 81.6% of new home loans in the June 2026 quarter, according to the MFAA. More borrowers are coming to brokers, and more brokers are competing for each one. The time between someone clicking "contact us" and you having a workable file is where warm leads go cold.

The credit guide, done before you say hello

You have to give a client your credit guide as soon as practicable once it's clear you're likely to help them with credit (NCCP Act, s 113). The widget walks the client through signing it as part of the enquiry itself. By the time the lead reaches your pipeline, that box is already ticked.

Where the time comes back

Gathering information and keying it in usually takes 30 to 40 minutes per lead. With the widget, most of that is done before you pick up the phone, so your first conversation is about the loan, not the paperwork.

Better for the client, too

Clients fill in their details at their own pace, in their own time, without the pressure of a phone call. They get a polished first impression of your business, and you get the full picture from the first interaction instead of an incomplete application to chase.

If you want the longer story on why fact finds still swallow so much time, we wrote about why brokers are still re-keying client data. Or book a demo and we'll show you the widget running on a live site.