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effi

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Software Status:Active

About effi

Effi is a software platform from Effi Technologies that supports modern brokerage operations. It provides automations, lead generation, and enterprise solutions so businesses can efficiently manage their workflows and increase client engagement. Effi is designed to be a comprehensive tool for brokers, offering everything they need without unnecessary features. With various plans available starting at $150, users can select the option that best fits their requirements. The platform has been featured in notable industry publications, underscoring its relevance in the brokerage field. Key capabilities: automations lead generation enterprise solutions Best for: brokers and real estate professionals that need to manage tasks and generate leads effectively.

effi Details

Vendor
Effi Technologies
Year Launched
2020
Location
LEVEL 4 11-17 YORK STREET, Sydney New South Wales 2000
Deployment
cloud
Training Options
documentation, videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Typical users of Effi include small to large mortgage broker firms looking to enhance their operational efficiency and client management capabilities.
Industries Served
Mortgage Broking Industry
Tags
AI-Powered Automation, Customizable Workflows, Integration with Aggregator Software, Enhanced Security, User-Friendly Interface, Lead Generation, Document Collection, Automated Redaction, Real-Time Data Insights, Customizable Dashboards, Task Management, Client Communication, CRM Integration, Cloud-Based, Training Resources

effi's In-App Market Place

Does effi have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

10

Mini Apps

AI Email Templates: Automate and personalize email communication.

AI Assistant: Provides AI-driven assistance for various tasks.

Lnk8: Tool for linking and managing leads.

SMS Bot: Automates SMS communication with clients.

Lead Distribution: Advanced features for distributing leads.

Advanced Reporting: Tools for generating detailed reports.

Kanban: Visual task management tool available in the mobile app.

Task Reassignment and Editing: Allows reassignment and editing of tasks within the system.

Document and Bank Statement Collection: Facilitates document and bank statement requests and tracking.

Profile Management: Update profile details and manage availability.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AUD ($), CAD ($), EUR (€), GBP (£), USD ($)

Pros & Cons

  • Efficiency: Automates many manual tasks, saving time and reducing errors.
  • Customization: Flexible workflows that can be tailored to specific business needs.
  • Security: Robust security features ensure data protection.
  • User-Friendly: Intuitive design makes it accessible for users with varying levels of technical expertise.
  • Industry-Specific: Primarily designed for mortgage brokers, which may limit its applicability to other industries.
  • Learning Curve: Some users might require time to fully leverage all features.

effi's Support Options

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