Let there be Effi in your work

It’s common for brokers to underestimate the amount of varied tasks you need to tick off on a daily basis when running your own business. You often do it all by yourself such as chasing after leads, marketing, gathering documents, following up, finance and admin. And you probably don’t pay a lot of attention to the time spent accomplishing these tasks and how much it can add up over the course of days, weeks and months. 

Looked at another way, when it comes to your area of expertise, there’s a danger you can become an expert to a world that doesn’t exist anymore. If you have read our latest post about automation taking over jobs, you’ll see that in a rapidly changing world, we need to be every bit as good at rethinking and unlearning as we are thinking and learning. 

Very few people go about rethinking and reshaping existing processes, but that’s exactly what Mandeep Sodhi – the founder of Effi has been doing for years with the successes of multiple startups up his sleeve. Effi is an AI-driven mortgage broker platform that helps you reduce admin time by half and double your loan settlement. 

For Finance & Coffee, we’re always on the lookout to implement super-simple programs that address all these aspects to make your life easier, increase efficiency and give you space to grow and expand further. 

We think Effi is a pretty remarkable creation. It isn’t just another CRM system. It’s a natural extension of you. Enabled by AI technology, Effi continuously learns from your behaviour over time and applies that to client interactions. Effi helps you reach the right customers, manages your leads effectively with follow-up reminders, sets up appointments for you, offers data in real time for more meaningful engagement with your clients. 

We’re so inspired by this and have teamed up with Effi to launch Effi Lite, a new exclusive version of their services. Make your way over to our website to access Effi Lite with just $49/month or $40/month if paid annually. Effi Lite has a long list of features that will add real value, boost your efficiency and make you super productive. 

For instance, everything is timestamp and API syncing with whoever you’re sub-aggregating with. You can rest assured knowing that your client database is kept in a safe space at all times even when you decide to leave your current brokerage or end partnership with a certain aggregator. 

On top of that is your ability to buy fresh leads from RateCity – one of the biggest lead generators in Australia. Well this is rather exciting. From here on out, you will be able to turn on and off whether you want to take the lead or not. There’s no on-going commitment. And if you’re ready, the clients can call you straight away. 

Establishing this complementary pillar ensures your business is continuously moving for