Capture
Apply-with-Broker Widget
A smart apply button for your website that turns a curious visitor into a started application.
FeaturesThe whole loan, start to settled,
The whole loan, start to settled,
in one place.
Effi runs alongside you at every stage of the deal, from the first enquiry to the client you keep for life. It does the admin so you can do the broking.
Stage 01 · Enquiry
Catch every enquiry, wherever it comes from
An enquiry rarely arrives as neat website traffic. It's a referral from a past client, a name off a Facebook group, a call while you're mid-settlement. Effi meets each one the moment it lands and turns interest into a started application, before the moment passes.
Intake
Home Loan & Asset Finance Applications
Clean digital intake for every loan you write, built the way brokers actually take an application.
Optional
Website Voice AI
An optional voice assistant that answers the first questions and guides a client into applying.
Connect
Open APIs
Wire Effi into your own site and the tools you already run.
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Stage 02 · Lead
From first chat to lodgement, without the grind
This is where deals get won or bogged down. Effi takes the processing off your desk: the documents, the statements, the notes, the follow-ups, so you spend your time on the client, not the paperwork.
Run the deal
Broker CRM
One place to run every deal, connected to the aggregator systems you already work in.
AI
Doc AI
Reads, redacts, renames and files a client's documents for you, and flags anything that does not add up.
AI
Smart AI
Pulls the numbers and details you need straight out of any document.
Meetings
Notetaker
Turns a client meeting into notes in your own format, so you can listen instead of scribble.
Open Banking
Open Banking & Budgeting
A live, bank-fed view of a client's real position, so serviceability stops being guesswork.
Assess
Bank Statement Analysis
Client statements pulled in and laid out, ready to assess.
Automate
Automations & AI Assistant
Hands the repetitive steps to Effi and keeps every deal moving.
Insight
Reporting & Dashboards
Your pipeline and your numbers, clear at a glance.
Discovery
Digital Fact Find
A smart fact find that captures the full picture, assets and vehicles and all.
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Stage 03 · Lodge & Settle
Straight through to settled
The connected part of the journey. Move from a ready application to a lodged, settled loan through the aggregator systems you already work in, without rekeying a thing.
Lodgement
Aggregator Lodgement
Move from application to lodgement through the aggregators you are already connected to, without rekeying a thing. Effi works with the vast majority of aggregator software in Australia.
Stage 04 · Post-Settle · the difference-maker
The book you build is the book you keep
Settlement is not the finish line, it is the start of the relationship. Most brokers lose good clients at refinance simply because no one reached out in time. Effi watches your book so you are always the first call, never the last to know.
Never miss the moment
Rate-Expiry & Retention Engine
Effi tracks every settled loan and tells you who to call, and when, before the lender's retention team gets there first.
Live read
Loan Health Tracking
A live read on every loan you have written: balance, LVR, rate, redraw, repayments and the signals that say a client is ready to move.
Keep them
Client Retention
Spot the clients quietly drifting away and reach them while they are still yours.
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One platform. The whole loan. Every client.
Effi brings enquiry, processing, settlement and retention into a single workflow built for brokers, so you write more loans, keep more clients, and carry less admin.
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