Turn settled clients into repeat business with timely birthday messages and retention alerts.
Who this is for: Brokers
Send birthday wishes
Open the Task Dashboard. The Birthday widget lists clients with birthdays today and in the next 7 days.
Click a client to send an individual birthday SMS, or select several to send at once.
Preview the pre-filled message, edit if you like, and send.
Birthdays come from the applicant's date of birth on the lead. You'll also find an Upcoming Birthdays tab on your homepage with message and note shortcuts.
Spot retention opportunities with Client Retention (Connect360)
An admin turns on Connect360 in Settings > Integrations. Effi shows an estimate of valuation costs first.
Settled loans sync automatically if they have a loan amount, full property address, lender, product and settlement date.
Open Reports > Client Retention to see equity, usable equity, rates and LVR across your settled book.
Act on an opportunity from its tile, or set up automation rules (for example LVR below a threshold, fixed-rate expiry or annual review) that send an email, SMS or push notification, add the client to a call list or trigger Voice AI.
If a settled lead is missing
Open the lead and go to Application > Loan.
Click Sync to Connect360. Hover over the button to see any missing fields.
Fix them and sync again.
Good to know
Property valuations cost about $1 + GST per property, charged only when a valuation is returned.
Admins can set lender clawback periods so no automated outreach happens during them.
If a client responds positively, Effi can create a new refinance lead for the original broker.
Turning Connect360 off hides synced data straight away and permanently deletes it after 7 days.
Need a hand?
Email [email protected] and our team will get back to you.