Your back book is sitting on money you haven’t collected yet. A dashboard that never stops watching your settled book.
Product Update • August 2026
Now live in Effi
Your back book is sitting on money you haven’t collected yet.
You found the client. You wrote the loan. It settled. Job done — right?
Not quite. The day a loan settles, the clock starts on everything that can quietly cost you that client: a rate that’s crept above market, equity they don’t know they have, a fixed term expiring while nobody’s watching — or a competitor’s call landing at exactly the wrong moment.
Effi’s Client Retention Tool is the answer: a dashboard that never stops watching your settled book.
The moment a loan settles, it syncs in automatically. From there, it tracks property values, equity, rates and loan terms in the background — and tells you exactly who’s worth calling, and why.
01
Surfaces the opportunity
Fixed rates expiring soon, growing equity, LVR bands that just opened up better pricing — all in one clickable dashboard.
02
Keeps rates current
Set your standard variable and bench rates once — it applies them across your book, with a full audit trail.
03
Does the outreach for you
Build a shortlist, then send email, SMS or a voice call from a template — client details merged in automatically.
04
Runs on autopilot
Set a rule once — fixed-rate expiry, 6/12-month nurture, clawback-safe re-engagement — and it works your whole book, every day, from just $30/month per rule.
05
Costs nothing to find out
Turning it on shows you exactly how many leads and properties will sync and estimates the charge upfront (around $1 plus GST per property, only when a valuation is actually retrieved). No valuation, no charge.
No offshore team. No spreadsheet of expiry dates. No missed renewals.
See how it works →
Full walkthrough with screenshots in our support guide
Your settled clients are the easiest business you’ll ever win back. Effi’s Client Retention Tool just makes sure you get there first.
— The Effi Team
P.S. The Client Retention Tool is available now inside your Effi dashboard. Head to Settings to turn it on, or jump straight into the support guide above to see it end-to-end.
Questions? Email [email protected] with your business name
and a short description of your concern.
EFFI • 2026.08
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