Lead generation guide - Effi

Attract your ideal client

Lead generation, reimagined

Prospective clients are going online to vet and research more than ever before, making finance broking a hotly contested advertising space. And with lenders and aggregators having seemingly endless budgets, how does a broker stand out in this space without spending a fortune?

Attracting and converting the right kind of business is crucial to the long term viability of your brokerage. Find out how we help ambitious brokers win more clients.

FAQs

Are leads exclusive?

Yes! All leads are exclusive and fresh. We funnel the leads to you in real time from our partners avoiding lead decay.

Is the process automated?

Yes the leads process is automated there’s no double handling or manual inputting of the leads generated from our partners.

And best practice tips?

Phone the lead as soon as possible. Make sure your profile and online reviews are current.

What are the terms?

Minimum quantity of leads is five per transaction. There’s no minimum spends per month and we don’t share commissions.

Generate business

Get noticed on Australia's leading consumer finance sites or leverage Effi's product search API on your own website to convert prospects.

Nurture and convert

Chatbot and SMS automation along with AI powered document management make servicing your new clients a breeze.

SOC 2 Compliant

CRM integrations

Effi is used by leading brokerages right across Australia who've chosen to partner with us to bring their ambitious plans to life. SOC2 compliant, AI-powered, optimised for maximum efficiency and integrated with 98% of aggregator software, Effi is here to transform your brokerage.