Using the AI Assistant for Serviceability Calculations

The AI Assistant in the system helps brokers quickly calculate serviceability, review borrowing capacity, and explore loan products. Follow these steps to efficiently use the assistant.

1. Access the AI Assistant 0:15

• Log into the system as a broker.
• Locate the AI assistant in the bottom left corner of the screen.
• Click on the AI assistant to initiate its functions.

2. Trigger Serviceability Calculation 0:39

• Use the quick action feature to calculate borrowing capacity.
• Alternatively, you can type your request directly into the AI assistant.

3. Understand the Background Process 1:08

• The AI agent will open a browser session for Quickli.
• This session acts as a secure sandbox for storing credentials.

4. AI Populates Lead Details 1:35

• The AI automatically fills in relevant details from the lead into Quickli.
• It runs the serviceability calculation and retrieves results.

5. Handle Login Prompts 1:57

• If prompted, log into Quickli using the provided link to open the virtual browser in full screen.
• Once logged in, the AI assistant will continue the serviceability check.

6. Review Serviceability Results 2:37

• Results will display within the AI assistant, including: 
  • Top lenders servicing the lead
  • Maximum borrowing capacity
  • Surplus
  • Interest rate
  • Monthly repayment

7. Explore Loan Products 2:53

• The AI will ask if you want to find exact loan products and create a product comparison scenario.
• If you choose to continue, it opens the product search window.

8. Build Product Comparison Scenario 3:40

• The product search window will be pre-filled with: 
  • Loan amount
  • LVR (Loan to Value Ratio)
  • Terms
  • Payment options
  • Loan purpose
  • Shortlisted lenders from the serviceability check.
• Proceed to build the product comparison scenario.