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To support brokers with client engagement and administrative tasks, Effi Technologies has launched a new AI SMS bot.
Tech platform Effi Technologies (Effi) has announced the launch of its new artificial intelligence-powered SMS bot that supports brokers with appointment scheduling and client engagement.
The AI bot was unveiled at The Adviser’s Lead Generation Bootcamp and has been designed specifically for brokers to streamline their processes, according to the tech company.
The bot can be used to converse with clients about “rate-related” queries and set appointments in a broker’s calendar.
The AI tool also sends text messages and email confirmations to clients on behalf of the broker once an appointment has been booked. Effi said that this function of the tool would save time and increase efficiency for brokers.
The AI bot – which is powered by ChatGPT-4o – is also a value-add for a broker’s referral partners, according to Effi. The tech company said real estate agents can use the tool to engage with rent roll or open-for-inspection leads.
According to Effi, the SMS bot can re-engage cold leads and present refinance opportunities for a broker.
Effi said that the new bot sets a “new standard in efficiency and convenience” and allows brokers to “transform client engagement”.
Speaking on the capabilities of the new AI bot, founder and CEO of Effi, Mandeep Sodhi, said: “Our AI-powered SMS Bot will drive unparalleled efficiency for mortgage brokers.
“Currently, brokers spend valuable time on back-and-forth calls with leads who may not be interested, or requesting availability to book an appointment.
“With our SMS Bot, brokers can now focus their efforts on having meaningful conversations regarding home loans, while the bot takes care of appointment scheduling. We are proud to be the industry-first in releasing this innovative solution to the market.”
The announcement comes as Lendi Group revealed earlier this year that it would be launching two AI initiatives in 2024, including an AI-powered broker assistant to summarise broker-client interactions and a bot that would answer policy-related questions within the group’s platform.
The broking group said that the policy AI bot was set to save broker “1,000s of hours annually” and hired the founder of Westpac DataX to spearhead the group’s AI initiatives.
[Related: Brokerage rolls out AI to save brokers ‘thousands of hours’]
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