About Effi
Effi is a broker management software from EFFI Technologies [designed to support modern brokers]. It combines automations, lead generation, and enterprise features so users can manage their operations more effectively. Effi provides essential tools that enable brokers to simplify their workflow without unnecessary complexity. With a pricing plan starting at $150, it offers flexibility to choose a plan that fits individual business needs. Key capabilities: automations lead generation enterprise management tools customizable plans Best for: brokers and agents that need efficient solutions for managing client leads and operations.
Effi is an advanced lead management and CRM platform specifically designed for mortgage and finance brokers. Developed by Effi Technologies, this software is tailored to streamline the day-to-day operations of brokers, helping them manage client interactions and leads more efficiently. One of the standout features of Effi is its AI-powered tools, which allow brokers to automate many aspects of their work, such as email marketing and lead tracking. This automation not only saves time but also enhances the accuracy and effectiveness of communication with clients. Effi also offers customizable branding options, allowing brokers to provide a personalized experience to their clients through branded borrower dashboards. Effi's focus on improving broker-client relationships is evident in features like the automated post-settlement review requests, which help brokers gather positive feedback from clients, further enhancing their reputation and trustworthiness in the market. The platform also includes tools for task management and team communication, making it easier for brokers to collaborate and stay on top of their tasks.
Pros & Cons
- +Tailored specifically for mortgage brokers.
- +AI-driven automation features.
- +Extensive integration with industry tools.
- +Customizable and scalable according to brokerage size.
- −Primarily designed for Australian brokers, which may limit its utility outside of Australia.
- −Pricing may be steep for smaller brokerages or individual brokers.
Features
Key features
- AI-powered lead management.
- CRM integration.
- Custom branding for borrower dashboards.
- Automated email marketing.
- Positive review collection post-settlement.
- Integration with 98% of aggregator software.
- Mobile app for on-the-go management.
- Referral partner portals.
- Task management and team communication tools.
Additional features
- AI-powered lead management.
- CRM integration.
- Custom branding for borrower dashboards.
- Automated email marketing.
- Positive review collection post-settlement.
- Integration with 98% of aggregator software.
- Mobile app for on-the-go management.
- Referral partner portals.
- Task management and team communication tools.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Effi
Laser Credit Access
Laser Credit Access is a credit data software from LASER Accuracy, LLC that changes lending…
Crowdsofts
Crowdsofts is a white-label crowdlending platform designed to help businesses quickly launch peer-to-peer lending operations…
MIC Manager
MIC Manager is a management software from Dolphin Enterprises that assists users in exploring Microsoft…
About Effi
Effi is a broker management software from EFFI Technologies [designed to support modern brokers]. It combines automations, lead generation, and enterprise features so users can manage their operations more effectively. Effi provides essential tools that enable brokers to simplify their workflow without unnecessary complexity. With a pricing plan starting at $150, it offers flexibility to choose a plan that fits individual business needs. Key capabilities: automations lead generation enterprise management tools customizable plans Best for: brokers and agents that need efficient solutions for managing client leads and operations.
Effi Details
Effi's In-App Market Place
Does Effi have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
AUD ($), CAD ($), EUR (€), GBP (£), USD ($)
Pros & Cons
- Tailored specifically for mortgage brokers.
- AI-driven automation features.
- Extensive integration with industry tools.
- Customizable and scalable according to brokerage size.
- Primarily designed for Australian brokers, which may limit its utility outside of Australia.
- Pricing may be steep for smaller brokerages or individual brokers.
Effi's Alternatives
Laser Credit Access
Laser Credit Access is a credit data software from LASER Accuracy, LLC that changes lending…
Crowdsofts
Crowdsofts is a white-label crowdlending platform designed to help businesses quickly launch peer-to-peer lending operations…
MIC Manager
MIC Manager is a management software from Dolphin Enterprises that assists users in exploring Microsoft…
