Add lead capture to your website: Apply.Broker and Asset Finance widgets

Website enquiries become verified leads in Effi automatically, ready for your team to call.

Who this is for: Brokers, Enterprise admins

How it works

You configure a form in the widget.
You embed it on your website or landing page.
A prospect fills it in and verifies their mobile with a one-time code (if enabled).
Extra fact-find questions appear after verification.
On submit, a lead is created in Effi, assigned and notified.

Build the form. In the widget configuration area, create a form: choose fields, labels, help text and which fields are required. Add your consent text (privacy, data use, marketing opt-in) and your logo and colours.
Map fields to Effi. Make sure every field maps to an Effi lead field and that drop-down values (for example Purchase, Refinance) match Effi's values. Set a default source, campaign and broker.
Embed it. Copy the embed snippet and paste it into your website, ideally just before the closing </body> tag or in your site builder's embed block.
Set routing in Effi. Decide who receives widget leads using lead distribution rules, and turn on email or in-app notifications.
Test end to end. Submit a test enquiry with a unique email and mobile, then check the lead in Effi: fields, labels, assignment and any automations.
Go live. Set the widget to Live and watch submissions closely for the first few days.

Add Call me now or Call for a quote so prospects can get an immediate call from Voice AI instead of completing the full form.

No lead in Effi: check the widget is live, required fields are complete and your routing rules aren't filtering it out. Remember duplicates are blocked (see Prevent duplicate open leads).
Missing or wrong values: review your field mappings and drop-down values.
Widget not showing: check the snippet is current and your website's security settings allow it.

Email [email protected] and our team will get back to you.