Quickli is an all-in-one servicing calculator for residential home loans. When you connect Quickli with BrokerEngine, you can run servicing calculations on leads and deals.
Contents
Prerequisites
Generating an API key
Setting up the integration in BrokerEngine
Using the integration
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Prerequisites
You must have a Quickli account.
Generating an API key
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Log in to your Quickli account.
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Click the account icon in the bottom left corner of the dashboard.
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Select Settings.
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Click Integrations in the side menu.
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Locate the BrokerEngine tile and click CREATE KEY.
In the popup window, Quickli asks a question. Select Head Group. On the main page, copy the key. Now, you're ready to complete the integration on the BrokerEngine side.
Setting up the integration in BrokerEngine
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Open BrokerEngine in a new browser tab.
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Click the account icon in the bottom left corner of the dashboard.
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In the Settings panel, click Integrations.
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Click the Quickli link. A folder expands.
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Paste the key into the field.
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Click Save.
Using the integration
After the integration completes, BrokerEngine displays a Quickli option under the sync button in each deal.
1. Click Sync
2. Click Quickli. Pop up displays.
If the integration option is not appearing in the Sync list, confirm that the user who is set as the broker of the deal has enabled the integration directly their BrokerEngine account.
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Use Quickli Servicing Calculator