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Broker fintech partners with RateCity
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Broker-oriented fintech company Effi and comparison website RateCity have formed a partnership to help match consumers looking for a loan with mortgage brokers.
Financial technology company Effi (short for “efficiency”) has now officially launched its “AI-powered digital concierge” and lead generation service after completing its pilot program with selected brokers.
Founded and headed up by former HashChing CEO Mandeep Sodhi, Effi is a software-as-a-service solution that aims to disrupt the traditional client relationship management (CRM) space by providing lead management, customer engagement and automation to the mortgage broking process – while also enabling brokers to generate revenue through the platform’s referral offering.