
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. SOC 2 compliant and integrated with 95%+ of Australian aggregator software. Available in Professional, Small Business, and Enterprise tiers with a 14-day free trial.
per broker per month. Non brokers
Good if you want an AI-chat scheduling app and CRM + client and referral partner portal for mortgage, asset and commercial workflows. It integrates with most Aggregators platforms, Salestrekker and Quickli.
They integrate via:
~95–98% aggregator coverage per vendor claim. Named CRM integrations include Connective Mercury and Salestrekker. Enterprise tier adds full 2-way API sync. LendiGroup, Liberty Network Services, and Swoop listed by vendor but not yet matched to aggregator records.
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