Effi vs Marloo

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!

Marloo: Effortless Meeting Notes Take Marloo with you, wherever you meet your clients. The Marloo mobile app is the perfect companion to the Marloo desktop platform. Designed for financial advisors and wealth managers on the go. What you can do with Marloo Mobile Record In-Person Meetings: Capture audio of your face-to-face client meetings and instantly upload them to Marloo for secure storage and automatic file notes. Upload Phone Call Recordings: Easily upload recorded phone calls straight from your phone files app. View Your Meetings Calendar: See your full list of meetings, synced from your calendar, so you always know what’s next. Seamless Sync with Desktop: Everything you record or upload on mobile is automatically synced with your Marloo desktop account for easy access and AI-powered note-taking. Built for Compliance: Marloo is SOC2 Type 2 compliant, so your client data stays secure. Terms of use: https://www.gomarloo.com/terms