Effi

Effi is ranked #5 of 29 in mortgage CRM software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $180,120/mo.

Effi plans and pricing

All plans

Professional $180,120/mo billed monthly No minimum seats · No lock in contract · Selected AI features and add-ons may include usage-based charges effi.com.au · 2 Oct 2026

Enterprise $180,120/mo billed monthly Minimum 30 seats · Yearly commitment · Setup Cost $1,200 · Selected AI features and add-ons may include usage-based charges effi.com.au · 2 Oct 2026

Small business $220,120/mo billed monthly Minimum 10 broker seats · Yearly commitment · Setup Cost $1,200 (Once-Off) · Selected AI features and add-ons may include usage-based charges effi.com.au · 2 Oct 2026

Compared on mortgage CRM software

Free plan: No
Borrower management: Yes
Referral partner management: Yes
Loan pipeline tracking: Yes
Marketing automation: Yes
Compliance workflows: Yes
SMS automation: Yes
Mobile app: Yes

Best Effi alternatives

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7.7 KudosCRM Free plan

7.4 MloFlo $4.99/mo 7.2 Mortgage Magic Free trial £85/mo

7.2 Total Expert Free plan

6.9 Viato Free plan

6.7 Aidium

Effi

Purpose: Effi is a mortgage broker tool built for Australia's mortgage and finance brokers.
Workflow: Effi says it supports the loan journey from enquiry through processing and settlement to post-settlement client retention.
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.
Document tools: Doc AI reads, redacts, renames, and files client documents and flags items that do not add up.
Client processing: Effi lists a digital fact find, AI notetaker, open banking and budgeting, bank statement analysis, automations, and reporting dashboards.
Integrations: Effi says it integrates with 95% of aggregator software and names Connective Mercury, Salestrekker, and Quickli integrations.
Retention: Its post-settlement tools include rate-expiry and retention tracking, loan health tracking, and client retention features.
Security: Effi describes itself as SOC 2 compliant.
Privacy: Effi's privacy policy says it follows the Australian Privacy Principles and GDPR principles for handling personal information.
Mobile: Effi says its mobile app supports managing leads on Android or iOS devices.
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.
Support: Professional includes email support; Small business includes a quarterly customer success check-in; Enterprise includes a dedicated account manager.
Company focus: Effi says its focus is wholly and solely on making life and business better for brokers.
Price from: $180,120/mo

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Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#5 of 29

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Sources

effi.com.au· checked 2 Oct 2026
effi.com.au/features/· checked 2 Oct 2026
effi.com.au/pricing/· checked 2 Oct 2026
effi.com.au/privacy-policy/· checked 2 Oct 2026
effi.com.au/about-us/· checked 2 Oct 2026