---
title: Effi Reviews
meta_title: 'Effi Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Effi works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---

# Effi Reviews
**Vendor:** Effi  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)
## About Effi
We set out to create the ultimate platform for mortgage brokers that would never need to be replaced






- [View Effi pricing details and edition comparison](https://www.g2.com/products/effi/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-11+23%3A04%3A22+-0500&secure%5Bsession_id%5D=7b59ed57-7ebc-44d9-bb4e-2ec5f2a79eed&secure%5Btoken%5D=0c431ad14c34e5c0aec2be06e1bb965a8685466e47a93b93d3782633232c6d19&format=llm_user)

## Effi Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

## Top Effi Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) - 4.9/5.0 (97 reviews)
  - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews)