Effi vs My Contacts Cloud App

Brokers can communicate with their leads through the powerful and intelligent app and receive updates on the go. Here’s why mortgage brokers love Effi: • Smarter lead management platform with automated follow-up reminders so you have more time to sell. • Your company-branded borrower dashboard to allow your leads to communicate with you, send unlimited loan application documents and bank statements securely without getting charged per client, and build your business brand. TFN redaction is automatically applied to all documents uploaded by the borrower. • Powerful email marketing automation to send targeted and personalised messages, based on prospect’s interests, and improve your chances of converting enquiry into happy customer. • Collect positive reviews after settlement to improve your online visibility and build your brand online as the most trusted broker in your local area through our SEO optimised dedicated URLs for each broker. • Offer conveyancing and utilities within borrower dashboard as a seamless experience. Our platform offers all the services while you focus on assisting borrowers in owning their home sooner. • View performance of all brokers within your business in real-time with actionable insights to realise the full potential of your brokers. • Intelligent instant matching of leads with brokers within your business ensures leads are contacted immediately and matched with brokers who are best placed to serve the borrower’s loan requirements. • Fast and intuitive Mobile App to help you manage your leads on-the-go. • Provide your branded portal to referral partners and allow them to track their leads in real-time so you don’t have to email them the progress. Effi works for you 24/7, driving business and helping build your brand so you never miss an opportunity. It unlocks all new levels of productivity, service levels and customer satisfaction. Effi is about supporting the broker to spend less time looking at screens, and more time connecting with their customers. Effi reduces your admin time by half so you can double your loan settlements!

WHAT DO WE NEED TO FOLLOW UP ON WITH THIS CLIENT? Turn contacts into active business relationships. Keep clients, documents, meetings and follow-ups together in one simple cloud CRM and take action from any device. Try it free for 10 days. My Contacts Cloud CRM helps you bring Google, Outlook, Apple and Excel contacts into one cloud CRM so you can manage relationships with full context from any device. Instead of keeping contact details in one place, documents in another, meetings in a calendar app and follow-up in scattered notes, My Contacts Cloud CRM gives you one complete contact workspace for daily work. From each contact record, you can: Call, email, WhatsApp, open websites and launch Google Maps directly Store and manage documents linked to the contact Create and organize meetings, tasks and events Track interactions, outcomes, next actions and reminders Keep everything connected in one place for faster, more consistent follow-up My Contacts Cloud CRM is designed to turn static contact lists into live, actionable records. Key features Import and centralize contacts Import contacts from Google, Outlook, Apple and Excel to unify your contact data in one cloud CRM. Complete contact profiles Manage each contact with a rich record that can include phone numbers, email addresses, website, postal address, notes, company details and more. Custom fields, groups and tags Adapt the CRM to your workflow with customizable fields, and organize your database with groups and tags for better segmentation and control. Direct actions from the contact record Work faster with instant actions from the profile: call, send email, open WhatsApp, visit the website or launch Google Maps without leaving the record. Document management linked to contacts and events Keep contracts, proposals, files and supporting documents attached to the right contact and related calendar events. Search, preview, download and edit supported files online. Calendar scheduling with contact context Plan meetings, tasks and events with the right information at hand, including participants, location, links and related files. Reschedule quickly with drag-and-drop calendar views. Follow-up reminders and interaction tracking Log calls, emails, meetings and other interactions. Record stages, outcomes and next actions, assign reminder date and time, and manage your daily follow-up from a dedicated reminders view. Cloud access from any device Access your CRM wherever you work and keep your contacts, documents, events and follow-up available across devices. Export and control your data Work with configurable lists, search and filters, and export your information in common formats when needed. Whether you work in sales, client management, professional services or business development, My Contacts Cloud CRM helps you centralize contact data, reduce switching between tools and stay ready to act from the right record at the right time. Start your free 10-day trial and see how much easier it is to manage contacts, documents, meetings and follow-up in one cloud CRM.