Purple Circle Financial Service

*One month free for Purple Circle Financial Service members

*Terms & Conditions apply
devices
  • 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
Effi logo

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 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

$ 49plus GST/mo
Price Per User Billed monthly
Features included:
  • Fact Find
  • White Labelled
  • Document Collection (30 Days)
  • Consumer Portal
  • Kanban
  • 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

Effi Lite

$ 40plus GST/mo
Price Per User BILLED YEARLY
Features included:
  • Fact Find
  • White Labelled
  • Document Collection (30 Days)
  • Consumer Portal
  • Kanban
  • 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

Effi Full

$ 120plus GST/mo
Price Per User Billed monthly
Features included:
  • Fact Find
  • White Labelled
  • Document Collection (30 Days)
  • Consumer Portal
  • Kanban
  • Effi Mobile App
  • Electronic Bank Statements - unlimited
  • Calendar Sync
  • SMS Chatbot (Cost Applies)
  • Ability to Send Emails
  • Purchase Leads
  • SMS from own mobile number ($9 per month)
  • Integration with Salestrekker
  • 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

$ 100plus GST/mo
Price Per User BILLED YEARLY
Features included:
  • Fact Find
  • White Labelled
  • Document Collection (30 Days)
  • Consumer Portal
  • Kanban
  • Effi Mobile App
  • Electronic Bank Statements - unlimited
  • Calendar Sync
  • SMS Chatbot (Cost Applies)
  • Ability to Send Emails
  • Purchase Leads
  • SMS from own mobile number ($9 per month)
  • Integration with Salestrekker
  • 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
**Please note: Profile setup and calendar sync are required to receive leads. We can help you set up these easily.