Effi is an innovative lead management platform designed for mortgage brokers and broker groups, offering a suite of tools to halve administrative tasks and double revenue. It streamlines operations through intelligent lead distribution, workflow automation, task management, and an AI assistant, coupled with an open banking loan tracker for efficient handling of financial transactions.
Effi enhances business growth by promoting broker profiles on high-traffic partner sites and securing phone-verified leads. Additionally, its user-friendly borrower dashboard facilitates quick collection of information, e-signatures, and documents, significantly speeding up the mortgage process compared to traditional methods.