Check serviceability and compare lenders from inside the lead, with client details filled in for you.
Who this is for: Brokers
Connect Quickli (one-time)
In Quickli, go to Integrations and copy your Broker Token under Your Effi Key.
In Effi, click your profile picture, select Settings and open Integrations.
Switch on Quickli, turn on Use V3, paste your Broker Token and click Save.
Already using an API key? Swap it for a Broker Token to move to Quickli v3. Existing scenarios keep working.
Check serviceability on a lead
Open the lead and click Client Profile.
Click Check Serviceability.
Paste the URL of an existing Quickli scenario to link it, or click Create Scenario and then the lead name to open it in Quickli.
Let the AI Assistant do it
Open the AI Assistant at the bottom left of the screen.
Choose the quick action to calculate borrowing capacity, or type your request.
Log in to Quickli if prompted. The assistant fills in the lead's details and runs the check.
Review the top lenders, maximum borrowing capacity, surplus, rate and repayment. You can then build a product comparison scenario.
Lender repricing rates
Effi can show the best discretionary rates across common scenarios (LVR, loan amount, purpose, P&I or interest only) in one table, so you don't need to complete each lender's repricing calculator. Currently available for NAB.
Need a hand?
Email [email protected] and our team will get back to you.