Multi-Aggregator Setup

Overview

Some businesses use different aggregators depending on the type of financing they process. For example, home loans may be processed in one system, while asset finance is processed in another.

Effi supports this setup, so each loan type is automatically sent to the correct system, helping keep your workflows organised and accurate.

When this applies

This setup is used when:

• You process more than one type of finance (e.g., home loans and Asset Finance)
• Each finance type needs to go to a different external system
• You want each workflow to remain separate and clearly structured

How it works

Each finance type is linked to a specific workflow in Effi. When a lead is created:

• Home Loan leads are sent to one system
• Asset Finance leads are sent to another system

This happens automatically based on the selected loan type.

What you need to do

Once your setup is complete, your day-to-day process stays simple:

• Select the correct loan type when creating a lead
• Complete the application as usual in Effi
• Effi will send the information to the correct system automatically

No extra steps are required after submission.

Important things to note

• Each loan type must be selected correctly to ensure proper routeing.
• Home Loans and Asset Finance follow separate workflows
• Information is sent to different systems based on the loan type chosen

Before going live

We recommend:

• Creating a test lead for each loan type
• Confirming that both workflows are working correctly
• Ensuring your team knows which loan type to select

Need help?

If you are unsure about which loan type to use or notice anything not syncing correctly, please contact support and we’ll assist you.