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

Important: Quickli v3 is now available. To use the latest integration, brokers must complete a one-time update by replacing their API Key with a Broker Token.

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: Configure the integration in Effi

1. Log in to your broker portal.
2. Click your profile picture and select Settings.
3. Open the Integrations tab.
4. Enable the Quickli integration.
5. Turn on the Use V3 toggle.
6. Paste your copied Broker Token into the Broker Token field.
7. Click Save.

Note: The Use V3 toggle is temporary and will be removed in a future release. Once removed, Quickli will use the Broker Token by default, and the API Key field will no longer be supported.

Existing API Key users

If you're already using the Quickli integration, you'll need to complete the one-time Broker Token update to continue using the new Quickli v3 integration.

During the transition period:

• Existing Quickli scenarios will continue to work.
• You can continue using your existing scenarios while migrating to v3.
• Once your Broker Token has been added, you'll have access to the latest Quickli integration with improved reliability and enhanced functionality.

Run loan servicing calculations within Effi

Step 1: Go to the Leads section

Step 2: Choose a lead to run serviceability assessments

Step 3: Click on the 'Client Profile' tab

Step 4: Click on the 'Check Serviceability' button

Step 5: A pop-up window will open. If you had an existing scenario that you created on Quickli, you can copy and paste the scenario URL in the box to attach the scenario to the lead in Effi.

You can also create a new scenario for the lead by clicking on 'Create Scenario'. A new scenario will appear. Simply click on the lead name, and you will be taken to Quickli to add more information to the calculator. 

If you have any questions about this integration, please drop us a line at support@effi.com.au.