Effi

Recommend by Mortgage Coaches

Broker Industry Tools

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.

Key Features

Lead management

CRM

AI Assistants

Ai Agent

eSignature

Client Portal Access

Pricing

subscription

Contact for Pricing

per broker per month. Non brokers

Visit Website

Broker Type

MortgageAsset FinanceCommercial

🎙 Watch the PodChat

Podcast

Never Lose a Lead Again: Check Out How Effi Helps Brokers Keep On Top Of Their Lead Flow

In this episode of Broker Tools, we catch up with Andy from Effi — a workflow management and lead management platform built specifically for mortgage brokers in Australia who want to stay on top of their enquiries, follow-ups, and follow-throughs without the manual effort that usually goes with it. Effi handles client enquiries, fact finds, document collection, digital signatures, voice AI follow-up calls, and integrates with the majority of aggregator CRMs in the Australian market. Andy walks through the full platform live — including a real-time voice AI call demo — and reveals what is coming next with the post-settlement retention tool.

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Editor Notes

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.

Broker Tools Team

Does it integrate with your Aggregator Software?

They integrate via:

Direct Integration

API Integration

Compatible Aggregators

AFG

AMAG

Astute

Buyers Choice

Centrepoint Alliance

Connective

Integration Notes:

~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.

Resources

Curated by our team

How to Auto-Lodge Asset Finance Applications with FinanceableRead Article

Property and Loan Tracking with Property Dollar & Connect 360Read Article

Convert Your Paper Fact Find Into a Digital Experience With Middle FinanceRead Article

Integrates With

Frequently Asked Questions

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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.

AI-powered broker CRM & client portal