Simple, straight-forward pricing

...and no setup fees!

Effi has one pricing tier so you know what you get

Effi Lite

Everything you need and more

$49 plus GST/mo
Price Per UserBilled monthly
Plus no additional charge for:
  • Fact Find
  • White Labelled
  • Document Collection
  • Consumer Portal
  • Kanban
  • Effi Mobile App
  • Electronic Bank Statement BYO Illion Account
  • Calendar Sync
  • SMS Chatbot (Cost Applies)
  • Ability to Send Emails
  • Purchase Leads
  • SMS from own mobile number ($9 per month)
  • Integration with Salestrekker
Try for Free

Effi Professional

Everything you need and more

$120 plus GST/mo
Price Per UserBilled monthly
Plus no additional charge for:
  • Fact Find
  • White Labelled
  • Document Collection
  • Consumer Portal
  • Kanban
  • Effi Mobile App
  • Unlimited Electronic Bank Statement
  • Calendar Sync
  • SMS Chatbot (Cost Applies)
  • Ability to Send Emails
  • Purchase Leads
  • SMS from own mobile number ($9 per month)
  • Integration with Salestrekker and Mercury
  • Email Automation
  • Reporting
  • User & Roles Management- Coming Soon
  • Custom Lead Distribution- Coming Soon
  • E-signature
  • Referral Portal- Coming Soon
  • Language Translation- Coming Soon
  • Market Place- Coming Soon
  • Landing Pages- Coming Soon
Try for Free

Effi Enterprise

Everything you need and more

Contact Us
Minimim 30 seatsBilled Yearly only
Plus no additional charge for:
  • Customises Fact Find
  • White Labelled
  • Document Collection
  • Consumer Portal
  • Kanban
  • Own Branded Mobile App
  • Electronic Bank Statements
  • Calendar Sync
  • SMS Chatbot (Cost Applies)
  • Ability to Send Emails
  • Purchase Leads
  • SMS from own mobile number ($9 per month)
  • Integration with Salestrekker and Mercury
  • Email Automation
  • Advance Reporting Data (Including export data into excel and at a loan writer level)
  • User & Roles Management
  • E-signature
  • Advance Lead Distribution
  • E-signature
  • Referral Portal
  • Language Translation
  • Market Place
  • Hide and Delete Document Templates
  • Hosting On Your Own Site
  • Launch Multiple Brands Under One Enterprise Account
  • Landing Pages
  • Custom Integration With Other Applications (Cost Applies)
  • Ability to Customise Email and SMS Content/Notifications to the Borrower
Try for Free

All the features you get with Effi

  • Smarter lead management platform
  • Your company-branded borrower dashboard
  • Powerful email marketing automation
  • Collect positive reviews
  • Earn additional revenue
  • View performance
  • Intelligent instant matching of leads with brokers
  • Fast and intuitive Mobile App
  • Provide your branded portal to referral partners
  • Assign tasks and communicate effectively
  • AI-powered platform Coming Soon
  • Integration with Aggregators
  • AI-Powered SMS ChatBot

Add Ons

Add these to the Effi Unlimited plan to supercharge your business.

Buy Leads

  • Grow your business with the ability to purchase leads with appointment time selected by lead when the lead clicks through your profile.
  • Your profile is showcased on high traffic websites for home loans (e.g. ratecity.com.au) so that leads see your profile when filling out phone appointment details.
  • $150 (plus GST) per lead purchased with booked appointment. Minimum purchase of 5 leads upfront.
  • You can sign-up to purchase leads through the Broker Portal anytime through the 14-day free trial period.

Earn Revenue Coming Soon

  • Earn revenue by opting-in to work with our partners on conveyancing and utilities, offered within borrower portal
  • Conveyancing
  • Utilities
  • You can sign-up to earn revenue through the Broker Portal anytime through the 14-day free trial period

Partner Perks Coming Soon

  • Discounted Gift Hampers with your branding to send to clients
  • Discounted Business Insurance for you
  • You can sign-up to Partner Perks through the Broker Portal anytime through the 14-day free trial period