Lead nurture sequence draft adjustments
Designed around a clear trigger inside Effi, a reviewed AI draft and a measurable reduction in admin time.
EffitoReview
Software
Financial advice and mortgage broking software
AI automation for Effi.
Effi is an Australian broker CRM and workflow platform with built-in marketing and lead nurture tools. Horizon AI builds reviewed AI workflows that sit inside Effi, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Effi
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Effi
AI workflows that speak Effi's language.
Below are the actual product modules, features and ecosystem partners Effi uses - the AI layer Horizon AI builds slots into these, not around them.
Use AI agents inside Effi to industrialise the broker funnel. The agent can ingest leads from Canstar, RateCity, RateMarket, ClearScore, Soho and We Wumbo via Custom Lead Distribution, run a digital Fact Find, draft documents through AI Powered Document Management, send them through EffiSign, then 2 Way API Sync back to MyCRM (LoanMarket Group) - so brokers convert more aggregator-fed leads without ballooning admin headcount.
By the numbers. Effi states it is SOC 2 compliant and integrated with ~98% of aggregator software, listing 30+ major Australian mortgage aggregators.
Effi modules and features we work inside
EffiSignAI AssistFact FindAI Powered Document ManagementChatbot and SMS AutomationReferral Portal
Other Effi implementation specialists in Australia
- LoanMarket Group (MyCRM)
- Canstar
Horizon AI sits alongside these specialists - not as another implementer of Effi itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Effi AI workflows
First workflows worth automating in Effi.
Each workflow has a defined trigger inside Effi, a reviewed AI step and a measurable change in how the team spends its week.
Application checklist chasing with client context
Designed around a clear trigger inside Effi, a reviewed AI draft and a measurable reduction in admin time.
EffitoReview
Client status update drafts during loan progress
Designed around a clear trigger inside Effi, a reviewed AI draft and a measurable reduction in admin time.
EffitoReview
Pipeline review summaries for principals
Designed around a clear trigger inside Effi, a reviewed AI draft and a measurable reduction in admin time.
EffitoReview
Marketing campaign performance summaries
Designed around a clear trigger inside Effi, a reviewed AI draft and a measurable reduction in admin time.
EffitoReview
How the integration works
AI inside Effi, not bolted on top.
Effi integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Effi into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
EffiSource
Reviewed draftReview gate
EffiAction
- AI Summary drafted review
- OK Effi update prepared queued
Often paired with
Software we build Effi workflows alongside.
Best fit for
Effi sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Effi, the sector landing page covers the full software stack we build around.
Common questions
Effi AI automation, answered.
Can Horizon AI integrate with Effi?
In most cases yes. Effi exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Effi?
No. Effi stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Effi.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Effi?
Tell us the Effi workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.