Create the perfect collection of ‘always-on’ automated email and SMS campaigns for all touchpoints in the customer financial lifecycle.

Build a profiled contact database with the powerful CRM features of Effi, the smartest mortgage broker platform ever built.  

Deliver fully personalised experiences on your website to maximise engagement and conversions.  

Easily create and maintain audience segments that are dynamically updated in real-time.  

Email & SMS Marketing Automation Made Easy!

Efficiently build a continuously profiled customer database and automate omni-channel communications.  

Leverage the powerful data capture features of Effi, the smartest mortgage broker platform ever built, to maintain a complete, real-time profile of your customers.  

Then unleash the vast automation capabilities of ActiveCampaign to create segmented, super personalised marketing campaigns and customer experiences powered by that data.  

Quickly and easily implement all key lifecycle marketing campaigns.

Get access to pre-built automation recipes built specifically for mortgage brokers, and easily create your own within a few clicks. Send the right message, to the right person, at the right time, wherever they are in their financial lifecycle.  

  -       Welcome Series

  -       RBA Email     

  -       Post-Settlement Series

  -       Fixed and variable term period Alerts

  -       Refinancing Opportunity  

  -       Loan Settlement Intervals

  -       Birthday Campaign

  -       Customer Service Review

  -       Customer Win back sequence

  -       And a whole lot more...    

Automate personalised emails & SMS messages based on profile data.

Send timely and relevant messages based on financial data from Effi that you know have the maximum chance of driving action.  

Make every campaign you send feel super personal with dynamic content from Effi, tailoring each message to the individual recipient.  

Easily create sophisticated multi-touch, multi-channel campaigns with Drag and Drop journey builder.  

Create Facebook Ad campaigns targeted at specific segments.

Automatically push any of your contact segments to Facebook and run laser-targeted ad campaigns, using financial profile data you have captured through Effi.

Easily manage hundreds of campaigns and audiences at scale – ‘set and forget’.

Configure the conditions for your audience segments and campaigns once and then let the software keep everything up-to-date thereafter.

Contacts are added/removed from segments and campaigns automatically, eliminating the need for constant list building and ‘batch and blast’ campaign admin.  

Go beyond Effi data and create custom fields and tags to further enhance your profiled data.  

Get clear, real-time visibility on what campaigns are active for different customers and segments.

Track each visitor’s behaviour on your website and personalise their ongoing experience.

Track which pages your customers visit and score their behaviour to build enhanced profiles on their interests and know who is active and ready to take action.

Have meaningful conversations with your customers while they are most engaged with Web Chat.

Easily build web forms and landing pages to provide further personalisation and profiled data capture opportunities.  

See the effectiveness and impact of every campaign with powerful, intuitive reporting.

Create customised, automated performance goals to evaluate campaigns on the behaviours that matter.  Spend less time building reports and more time actioning insights.