Fintech group Effi has unrolled two product updates for its Customer Relationship Management (CRM) software, as the group looks to address some of the most common issues plaguing the mortgage broking process.
According to Vy Huynh, relationship manager at Effi, the updates should make it easier for brokers and clients to work together.
"We developed these two new features to further add to Effi’s holistic offering as the best possible mortgage broking platform in Australia," she said.
The first of the two updates, the Consumer Portal Impersonation tool, enables brokers to assist their clients in real time while filling out forms.
"One of the biggest challenges brokers using our portal faced was their clients weren’t filling certain forms out properly on the CRM. The brand-new Consumer Portal Impersonation tool hopes to eliminate this issue and further streamline their communications and support for their clients," Huynh said.
Effi also rolled out a new Calendar Sync tool, which automates the scheduling of meetings for brokers and their customers.
"Brokers can set times and dates they are available for meetings, how long they are available for, set a minimum notice time for meetings and customise their working hours. In turn, customers can click a personalised link per broker with broker business branding and set their appointments with them," Huynh explained.
Effi has said the final version of its CRM is expected to be released in early 2021.
These two new features build on the group’s recent movements, including the launch of its email marketing automation tool and the formation of the Mortgage Broker Tech Council.