On the recordRead 2 Oct 202613 facts
Effi
Plans and prices
Enterprise
Priced on request
Minimum 30 seats · Yearly commitment · Setup Cost $1,200 · Selected AI features and add-ons may include usage-based charges
Read 2 Oct 2026 · effi.com.au
Professional
Priced on request
No minimum seats · No lock in contract · Selected AI features and add-ons may include usage-based charges
Read 2 Oct 2026 · effi.com.au
Small business
Priced on request
Minimum 10 broker seats · Yearly commitment · Setup Cost $1,200 (Once-Off) · Selected AI features and add-ons may include usage-based charges
Read 2 Oct 2026 · effi.com.au
On the record
- Client processing
- Effi lists a digital fact find, AI notetaker, open banking and budgeting, bank statement analysis, automations, and reporting dashboards.effi.com.au · read 2 Oct 2026
- Company focus
- Effi says its focus is wholly and solely on making life and business better for brokers.effi.com.au · read 2 Oct 2026
- Document tools
- Doc AI reads, redacts, renames, and files client documents and flags items that do not add up.effi.com.au · read 2 Oct 2026
- Email marketing limit
- The pricing page says up to 500 contacts per user with unlimited email sending are included, and additional contacts can be purchased from the portal.effi.com.au · read 2 Oct 2026
- Integrations
- Effi says it integrates with 95% of aggregator software and names Connective Mercury, Salestrekker, and Quickli integrations.effi.com.au · read 2 Oct 2026
- Lead intake
- Features include a website apply-with-broker widget, home loan and asset finance applications, an optional website voice AI assistant, and open APIs.effi.com.au · read 2 Oct 2026
- Mobile
- Effi says its mobile app supports managing leads on Android or iOS devices.effi.com.au · read 2 Oct 2026
- Privacy
- Effi's privacy policy says it follows the Australian Privacy Principles and GDPR principles for handling personal information.effi.com.au · read 2 Oct 2026
- Purpose
- Effi is a mortgage broker tool built for Australia's mortgage and finance brokers.effi.com.au · read 2 Oct 2026
- Retention
- Its post-settlement tools include rate-expiry and retention tracking, loan health tracking, and client retention features.effi.com.au · read 2 Oct 2026
- Security
- Effi describes itself as SOC 2 compliant.effi.com.au · read 2 Oct 2026
- Support
- Professional includes email support; Small business includes a quarterly customer success check-in; Enterprise includes a dedicated account manager.effi.com.au · read 2 Oct 2026
- Workflow
- Effi says it supports the loan journey from enquiry through processing and settlement to post-settlement client retention.effi.com.au · read 2 Oct 2026
