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

Configure Effi

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 support@effi.com.au.