The Quickli integration allows you to run serviceability assessments directly from Effi and seamlessly create or link Quickli scenarios to your leads.

1. Configure Quickli v3 in Effi

Step 1: Generate your Broker Token in Quickli

1. Log in to your Quickli account.
2. Navigate to Integrations.
3. Under Your Effi Key, copy your latest Broker Token.

Step 2: Connect Quickli to Effi

1. Log in to your Effi Broker Portal.
2. Navigate to Profile → Settings → Integrations.
3. Enable Quickli and turn on Use V3.
4. Paste your Broker Token.
5. Click Save.

2. Create or Link a Quickli Scenario

Quickli Scenario – Step-by-Step Guide

The Quickli integration allows brokers to create or link scenarios, complete serviceability assessments and sync scenario information back to Effi.

1. Create a Lead in Effi

• Navigate to Leads in Effi.
• Create a new Home Loan lead or open an existing lead.
• Confirm the client's details are correct.

Note: Where Salestrekker integration is enabled, the lead details will automatically sync to Salestrekker.

2. Open Quickli Serviceability

• Open the relevant lead in Effi.
• Navigate to Client Profile.
• Select Check Serviceability.

3. Create or Link a Quickli Scenario

Choose one of the following options:

Option A – Create a New Scenario

1. Click Create Scenario.
2. Select the lead name to open Quickli.
3. Complete or update the client's financial information and serviceability assessment in Quickli.
4. Save the scenario in Quickli.

Option B – Link an Existing Scenario

1. Open the existing scenario in Quickli.
2. Copy the Quickli broker scenario URL.
3. Return to Effi and paste the URL into the scenario link field.
4. Click Link Scenario.

Important: You must use the Quickli broker scenario URL, not the client Fact Find or client portal URL.

4. Sync the Quickli Scenario Back to Effi

1. Return to the relevant lead in Effi.
2. Navigate to Client Profile → Check Serviceability.
3. Locate the linked Quickli scenario.
4. Click Sync Back to retrieve the scenario information.
5. Review the synced information to confirm it has been successfully retrieved and is available against the Effi lead.

5. Troubleshooting

Scenario Not Found / Sync Back Failed

1. If the scenario cannot be retrieved:
2. Confirm Quickli v3 is enabled and the correct Broker Token is saved in Effi.
3. Verify that the correct Quickli broker scenario URL has been linked.
4. Confirm the scenario still exists and is accessible in Quickli.
5. Retry Sync Back.

If the issue persists, contact support@effi.com.au and provide the Effi Lead ID, Quickli scenario details and error message.

Please note: The Quickli Client Fact Find is a separate feature and is not part of the broker scenario integration described in this guide.

Run loan servicing calculations within Effi