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Effi logo EffiFinancial advice and mortgage broking software

AI automation inside Effi.

Keep Effi. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
BrokerEngine logoBrokerEngineOutlook logoOutlookQuickli logoQuickliMercury Nexus logoMercury NexusApplyOnline logoApplyOnlineLoanapp logoLoanapp
Product in action

One email in. Filed, tasked and answered.

AI automation for Effi means reviewed AI agents working inside Effi: filing documents to the right client, raising the task and drafting the reply. It works through Effi's own EffiSign, AI Assist and Fact Find. Your data stays in Effi.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Effi and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Lead nurture sequence draft adjustments✓
Application checklist chasing with client context✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
EffiDone
OutlookDone
SalestrekkerConnected
BrokerEngineConnected
Mercury NexusConnected
ApplyOnlineConnected
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First workflows

First workflows worth automating in Effi.

Each one has a trigger inside Effi, a reviewed AI step, and a person on the approval.

  • 01 Lead nurture sequence draft adjustments
  • 02 Application checklist chasing with client context
  • 03 Client status update drafts during loan progress
  • 04 Pipeline review summaries for principals
  • 05 Marketing campaign performance summaries
Product-specific AI

AI workflows that speak Effi's language.

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 we work inside
EffiSignAI AssistFact FindAI Powered Document ManagementChatbot and SMS AutomationReferral Portal
Other Effi specialists in Australia
  • LoanMarket Group (MyCRM)
  • Canstar

We are the AI layer on top of what they set up, not another Effi implementer.

Often paired with

Software we build Effi workflows alongside.

Salestrekker logoSalestrekker AI automationBrokerEngine logoBrokerEngine AI automationMercury Nexus logoMercury Nexus AI automationApplyOnline logoApplyOnline AI automationQuickli logoQuickli AI automation
Where to next

Effi sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Effi AI automation, answered.

Can AI handle lead nurture sequence draft adjustments in Effi?
Potentially. We first confirm what Effi can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Effi features like EffiSign and AI Assist?
The workflow can be designed around EffiSign, AI Assist, Fact Find, AI Powered Document Management, but a product description alone does not prove direct access. We first confirm what your Effi setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, Effi states it is SOC 2 compliant and integrated with ~98% of aggregator software, listing 30+ major Australian mortgage aggregators.
Can Horizon AI integrate with Effi?
Potentially. We first confirm the supported access available in your Effi setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Effi?
No. Effi remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
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 applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Effi.

Tell us the Effi job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.