AI-powered broker CRM & client portal
Effi is an AI-powered lead management and CRM platform built exclusively for Australian mortgage and finance brokers. It combines lead generation through partnerships with major comparison sites (Canstar, RateCity, RateMarket, ClearScore), workflow automation, document collection, e-signatures, branded client portal, email and SMS marketing, and referral management into a single platform.
per broker per month. Non brokers
Communicate & Notify
Client Portal Access
Report & Visualisation
Analytics & Dashboards
Capture & Store
Lead Generation
Security & Compliance
SOC 2
Task / Process Automation
AI Assistants
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
