We’re thrilled to give you a sneak peek into what’s on the horizon here at Effi! Our team is working on some incredible new features to further optimise your workflows and boost your business. From enhanced automations to cutting-edge analytics tools.
Get ready! We’ve got big things in the works that you won’t want to miss:
🤝 New Lead Partner Onboarding: We’re teaming up with one of the largest home loan search websites, delivering high-quality leads to our partner brokers. This is going to drive unprecedented lead volume—stay tuned for the official announcement!
📅 Calendar Scheduler Enhancements: We’re making the scheduler more intuitive and lightning fast—say goodbye to external subscriptions! All in one place, right at your fingertips.
📋 New Form Builder: Get ready to design custom forms for various workflows—home loans, SMSF, asset finance, and more—with e-signature capabilities! Available on our Small Business and Enterprise plans, this will streamline your client interactions like never before.
📊 Enhanced Reporting: Keep an eye out for major enhancements in our reporting tools. Beta reports are coming this month—your feedback will shape the final product!
Here's our recap for August in case you've missed it...
🤖 Generative AI Powered SMS Bot: Our SMS Bot is now smarter, helping you engage clients with automated follow-ups for annual reviews, revive cold leads, schedule Open for Inspection appointments, and much more—improving client communication at scale.
📊 Enhanced Reporting: Track lead progress at each stage against your SLAs, view settlement data, and forecast future settlements to optimise your pipeline management.
💰 Talefin Bank Statement Provider: Introducing Talefin, offering broader connections to financial institutions (including Macquarie Bank) with reduced costs and increased uptime, ensuring seamless integration.
🔁 Advanced Workflow Automation: Automate every aspect of your workflow—tasks, emails, notes, and stage changes—all within Effi. Available on Small Business and Enterprise plans, this will supercharge your productivity.
👩🏻💻 Unique Landing Pages: Easily generate personalised landing pages for each referral with just one click, providing a seamless lead capture experience that enhances your client engagement.
Stay tuned—big things are about to happen!
We’re dedicated to equipping you with the best tools and features to support your business success. If you have any questions or feedback, feel free to contact our team at Support@effi.com.au —we’re here to help!
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