Generate an API key in Quickli
Step 1: Click on the 'Settings' wheel on the side menu
Step 2: Click on 'Integrations'
Step 3: Under 'Manage Your Integrations', find Effi and click 'Create Key'
Step 4: Click 'Copy' to Copy the API Key
Step 1: Log in to your broker portal. Go to Settings in the drop down under your profile picture.
Step 2: Click on the 'Integrations' tab
Step 3: Switch the toggle button to On next to Quickli
Step 4: Paste the copied API key in the API Key box.
Step 5: Hit 'Save'. Your Quickli account is now connected to Effi.
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 which 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 firstname.lastname@example.org.