Finance Brokers Association of Australia
*One month free for FBAA members
*Terms & Conditions apply
- Lead Generation – Purchase verified leads and appear on high traffic comparison websites
- Branded consumer portal for client completion of the fact find & effortless document collection
- Bank statement collection tool (Full version only)
- Automatic redaction of TFN and document re-naming
- Reporting & e-signature (Full version only)
- 2 Way calendar sync allows your customers to book appointments with you
- Powerful email marketing and automation for better client communication (Full version only)
We set out to create the ultimate platform for mortgage brokers that would never need to be replaced
At its heart, this platform would have to be incredibly efficient and enable users to be super productive
It would not be just another lead management or CRM system. It would be all that and more – it would be a natural extension of you, the user, doubling your capacity to grow your business. It would be able to learn from you and become even more efficient through daily use. It would have to help you supercharge everything you do – from cutting admin time in half, managing leads effectively with follow-up reminders at the right time, to making more time for new business and growing revenue from additional settlements.
We made sure it did all of this and much more, and we named it
Our features only make you more productive and efficient, not weigh you down.
Branded consumer portal
Effortless document and electronic bank statement collection
2-way calendar sync
Powerful email marketing and automation for better communication
Lead management Tool
Automatic redaction of TFN and document re-naming
Complete Mercury and Salestrekker Integration
Secure and compliant platform
Purchase appointments from high traffic comparison websites
SMS and Email clients using the broker portal
Simple, straight-forward pricing
...and no setup fees!
Effi has one pricing tier so you know what you get
Effi Lite
Features included:
- Fact Find
- White Labelled
- Document Collection (30 Days)
- Consumer Portal
- Kanban View Coming Soon
- Effi Mobile App
- Electronic Bank Statement BYO Illion Account (Coming Soon)
- 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
Effi Lite
Features included:
- Fact Find
- White Labelled
- Document Collection (30 Days)
- Consumer Portal
- Kanban View Coming Soon
- Effi Mobile App
- Electronic Bank Statement BYO Illion Account (Coming Soon)
- 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
Effi Full
Features included:
- Fact Find
- White Labelled
- Document Collection (30 Days)
- Consumer Portal
- Kanban View Coming Soon
- Effi Mobile App
- Electronic Bank Statements - unlimited or 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 and Mercury
- Email Automation
- Reporting
- User & Roles Management
- E-signature
- Custom Lead Distribution Coming Soon
- Referral Portal Coming Soon
- Language Translation Coming Soon
- Landing Pages Coming Soon
Effi Full
Features included:
- Fact Find
- White Labelled
- Document Collection (30 Days)
- Consumer Portal
- Kanban View Coming Soon
- Effi Mobile App
- Electronic Bank Statements - unlimited or 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 and Mercury
- Email Automation
- Reporting
- User & Roles Management
- E-signature
- Custom Lead Distribution Coming Soon
- Referral Portal Coming Soon
- Language Translation Coming Soon
- Landing Pages Coming Soon
Not convinced yet? Take a look at our glowing testimonials
Finding a quality leads in a competetive market has always been a challenge for us. However, since moving to Effi not only we're getting better quality leads but also we're able to now nurture and convert faster. The channels they access and the technology they've built is miles ahead of anyone else in financial services.
Azm Khan
YellowBrickRoad
Wealth Management
We decided to implement Effi to help us better manage our enquiries. The platform has been exceptional for our team in providing a quality experience for clients. Not only does it integrate with our other tools but we’re able to now track and monitor leads from first touch to conversion. It’s been a gamechanger for our business and the industry.
Jaimin Yadav
