Side by side
BrokerDam vs Effi
Both stand on mortgage crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial Web
BrokerDam combines mortgage application review with pipeline, communication, marketing, and client-portal tools. Buyers should consider its per-user pricing, browser-based platform, and the possibility of some US-based AI processing.
Visit BrokerDam
Free trial AndroidAPIiPhone+1
Effi brings lead intake, document handling, loan processing, and retention tools together for Australian brokers. Review the plan-specific seat, commitment, and setup terms before choosing a plan.
Visit EffiThe facts
| BrokerDam | Effi | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | Web | Android, API, iPhone, Web |
| Lowest paid plan | Annual: C$999 per user a year | Free or on request |
| Plans published | 2 | 3 |
| Maker | Not published | Not published |
| Website | brokerdam.ca | effi.com.au |
| On mortgage crm software | #10 of 29 | #6 of 29 |
BrokerDam: what it does well
- AI reviews documents and calculates GDS/TDS.
- Seven-stage deal pipeline includes reminders and checklists.
- Branded client and realtor portals with e-signing.
- Customers can export contacts and deals at any time.
What to know first
- No free plan; trial requires a card.
- Annual plan costs C$999 per user.
- Some AI processing may occur in the United States.
Effi: what it does well
- Covers work from enquiry through post-settlement retention.
- Doc AI processes and flags client documents.
- Names integrations with Connective Mercury, Salestrekker, and Quickli.
- Mobile app supports lead management on Android and iOS.
- States SOC 2 compliance.
What to know first
- No free plan.
- 14-day trial only.
- Small business and Enterprise plans have seat minimums.
- Listed plans may include usage-based charges and setup costs.
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