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APRIL · 2026
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⚡ Product Update
Seventeen things
we built for you.
AI meeting capture, smarter reporting,
tighter data controls — all live
in your portal now.
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Free Trial
Meeting Assistant · Until May 2026
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⭐ Feature Spotlight
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Free until May 2026
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📝
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Effi NoteTaker
Your AI-powered meeting assistant, built into Effi
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It helps capture every important
conversation so your team can
stay focused on clients — instead
of manual note-taking.
What It Does
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Creates smart summaries |
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Supports compliance file notes |
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Learn more →
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⭐ Feature Spotlight
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Effi Feature Update
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📞
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Voice AI
Your AI Broker That Never Sleeps — Automated Lead Calling
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Every new lead called within
seconds, qualified automatically,
and booked straight into your
calendar — 24/7. At just $0.50
per minute, Voice AI gives your
business a scalable way to engage
every lead consistently across
home loans, asset finance, insurance,
and refinance.
What It Does
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Leave intelligent voicemails |
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Continue via two-way SMS |
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Book appointments automatically |
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Push notes & recordings into Effi |
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Set up your first AI agent, run
a test call, and hear the future
of broking in action.
Learn more →
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⭐ Feature Spotlight
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Connect360
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🔒
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Turn Settled Clients into Your Next Opportunity
Client Retention — powered by Connect360
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Connect360 gives you a central
dashboard to monitor your loan
book, track property valuations,
and spot refinance opportunities
before your clients start shopping
around. Settled leads sync automatically,
with role-based access and built-in
follow-up tools to help you generate
repeat business at scale.
What It Does
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Monitor equity & property valuations |
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Identify refinance opportunities |
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Manage top-ups & loan splits |
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Launch nurture & follow-up campaigns |
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Speak to the Effi team to enable
Connect360 for your business.
Learn more →
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What's new in your platform
Fourteen more updates, live now.
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💾
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Fact Find Autosave
Forms
Form
progress
is
now
saved
automatically
as
users
move
between
sections
—
no
manual
saving
needed.
Works
across
broker
and
consumer
portals.
Enabled
per
form
by
an
admin.
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Details →
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Smart Fill
Faster Fact Find Completion
Automatically
extracts
and
maps
client
document
data
directly
into
the
Fact
Find,
reducing
manual
entry
and
improving
accuracy
across
Identity,
Employment,
Assets,
and
Liabilities.
Upload
documents,
review
extracted
fields,
then
accept
or
correct
values
before
they
write
to
the
client
record.
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Details →
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🤖
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| AI Smart Reporting |
Enterprise
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Reports
Ask
your
data
a
question
in
plain
English
and
get
a
clear
answer
instantly
—
no
dashboards,
no
filters
to
configure.
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Details →
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📧
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Report Summaries via Email
Advanced Reporting
One
click
generates
a
client-ready
summary
email
—
pre-filled
with
recipient
details,
fully
editable
before
you
send.
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Details →
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⬇️
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Selective Document Download
Document Collection
Pick
exactly
the
files
you
need
and
download
them
as
one
compressed
package
—
no
more
downloading
everything
to
find
one
document.
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Details →
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📊
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Narrative Visual (Q&A)
Power BI Insights
The
Q&A
tab
is
now
powered
by
Narrative
Visual
in
Power
BI
—
explore
business
performance
using
preset
questions
or
free-text
queries,
highlighting
key
trends,
conversion
rates,
and
settled
outcomes
instantly.
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Details →
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📱
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Mobile Lead Actions
Faster Contact Options
Quickly
copy,
email,
or
call
leads
directly
from
the
mobile
app.
Phone
numbers
support
direct
calling
or
Aircall
integration,
while
email
actions
allow
instant
sending
or
copying.
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Details →
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🔍
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Broker Business Filters
Admin Reporting
New
filters
allow
admins
to
distinguish
between
lead
ownership
and
broker
assignment
—
improving
reporting
accuracy
by
separating
who
generated
the
lead
from
who
is
currently
handling
it.
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Details →
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📋
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Kanban Pipeline View
Live Pipeline Metrics
The
Kanban
board
now
displays
total
pipeline
value
and
lead
count
in
real
time.
Instant
visibility
of
deal
volume
helps
you
compare
workflows
without
running
separate
reports.
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Details →
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📨
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Document Rejection Emails
Simplified Notifications
Applicants
now
receive
a
single
summary
email
for
rejected
documents
within
a
30-minute
window
—
reducing
noise
and
providing
a
clear,
actionable
list
for
re-uploading.
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Details →
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🔎
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Payslip Format Analyser
Fraud Detection
Effi
now
flags
layout
inconsistencies
and
employer
mismatches
in
payslips
automatically
—
catching
anomalies
before
they
reach
your
desk.
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Details →
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🔁
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Salestrekker Automatic Sync
Stage-Based Lead Syncing
Leads
now
sync
automatically
when
they
reach
a
configured
pipeline
stage
—
no
manual
action
needed.
Admins
set
trigger
stages
once,
and
a
validation
warning
flags
any
missing
status
mappings
before
they
cause
silent
failures.
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Details →
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☁️
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Selective Sync to SharePoint
Document Collection
Push
only
the
documents
you
choose
to
a
dedicated
SharePoint
folder,
separate
from
your
bulk
sync
destination.
A
bulk
sync
must
be
run
first
—
after
that,
selective
sync
is
available
on
demand.
Folder
paths
and
naming
conventions
are
enterprise-configured,
with
a
fallback
for
unrecognised
document
types.
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Details →
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🏠
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Household Expenses
Redesigned Component
Applicants
who
share
expenses
are
now
automatically
grouped
into
a
single
household
based
on
their
relationship
type
(e.g.
married,
de
facto)
and
displayed
in
a
categorised
table
with
per-expense
frequency
selectors.
Available
in
both
the
broker
and
consumer
portals.
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Details →
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⚠️
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| Salestrekker V2 Update |
Action Required
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V1
syncing
has
now
been
discontinued.
Please
update
your
aggregator,
API
key,
and
stage
mappings
to
V2
to
ensure
leads
continue
flowing
without
disruption.
Read the migration guide →
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From the Founder
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"We're not just
building features
— we're building
Effi to become
the foundation
that enterprises
trust. A system
that is stable,
intelligent,
and client-centric
by design, so
teams can scale
confidently without
being held back
by technology."
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MS
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Mandeep Sodhi
Founder & CEO, Effi
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🌟 Integration Spotlight
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Smarter Together
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Smarter Together:
SalesTrekker
+
Effi
What happens when Australia's
leading broker CRM joins forces
with cutting-edge AI?
You get a smarter, faster, and
more scalable way to run your
broking business.
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Through the strategic integration
between
SalesTrekker
and
Effi Technologies,
brokers can automate lead engagement,
streamline compliance, and scale
smarter — without changing the
way they work. The future of
broking isn't coming — it's already
here.
One seamless
integration.
Smarter results.
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💬
Voice AI Lead Qualification
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💌
Automated SMS & Email Follow-ups
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📄
Simplified Compliance & Document Collection
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⚙️
Smart Workflows by Deal Stage
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👥
Client Retention & Nurture Campaigns
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Read more from SalesTrekker's AI Playbook webinar and survey results →
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📈 Industry News
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Good news for your business
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💵
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Permanent $20,000 Asset Write-Off
A potential tax
win for eligible
Australian small
businesses
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Great news for Australian small
businesses: the $20,000 Instant
Asset Write-Off is set to become
permanent.
For eligible finance and mortgage
broking businesses, this may
mean you can immediately deduct
software and technology tools
used to run your business — including
subscriptions like Effi. Effi
helps brokers streamline client
management, automate workflows,
and improve business efficiency,
making it a smart tech investment
as you plan ahead.
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Please note:
As always, speak
with your accountant
or tax adviser
to confirm your
eligibility and
what you can
claim.
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Read the full announcement →
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Everything above is live in your portal.
Have questions? Our support team
is always one message away.
Contact support →
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