Effi's smarter lead management platform with automated follow-up reminders so you have more time to sell.

Your company-branded borrower dashboard to allow your leads to communicate with you, send unlimited loan application documents and bank statements securely without getting charged per client, and build your business brand. TFN redaction is automatically applied to all documents uploaded by the borrower.

Powerful email marketing automation to send targeted and personalised messages, based on prospect’s interests, and improve your chances of converting enquiry into happy customer. Up to 500 contacts per user with unlimited email sending are included. Additional contacts can be purchased from within the portal.

Collect positive reviews after settlement to improve your online visibility and build your brand online as the most trusted broker in your local area through our SEO optimised dedicated URLs for each broker.

Earn revenue by opting-in to work with our partners on conveyancing and utilities, offered within borrower dashboard. Our platform does the selling on your behalf while you focus on assisting borrowers in owning their home sooner.

View performance of all brokers within your business in real-time with actionable insights to realise the full potential of your brokers.

Effi's super fast and intuitive mobile pp to help you manage your leads on-the-go from Android or iOS mobile device.

Provide your branded portal to referral partners and allow them to track their leads in real-time so you don’t have to email them the progress.

Assign tasks and communicate effectively with your brokers and customers from the portal. You can view when your message was read by the customer.

Effi’s AI-powered platform learns from your behaviour on the platform and prepares automated responses to your clients so you can save time writing the same messages to your clients.

Integration with Connective Mercury and Salestrekker, and it doesn't stop there, we have a lot more coming soon!

Our intelligent AI-Powered SMS Chatbot can reach out to your clients/leads using natural conversations to book in appointments, saving you time!