Use Quickli to run your loan calculations. BrokerEngine integrates with Quickli, so you can easily import raw data into a Quickli scenario and generate accurate results.
Contents
Prerequisites
Building a Quickli Scenario
Creating a new scenario
Linking to an existing scenario
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Prerequisites
To use the Quickli servicing calculator, you must integrate Quickli with BrokerEngine.
Building a Quickli Scenario
Open the lead or deal.
Click Sync
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Click Quickli. Pop up displays.
4. You can create a new scenario or use an existing one.
Creating a new scenario
1. Click Create Scenario in Quickli. The scenario name comes from the lead or deal. BrokerEngine copies all relevant information and displays a popup with a link to the new scenario.
Click the lead or deal name. A new browser tab displays. Confirm the details (e.g. Applicants, Income, etc.) copied across from BrokerEngine. Add information as required.
Linking to an existing scenario
Use this option if you already have a Quickli scenario. To use this option, you need the Quickli scenario ID.
In BrokerEngine, paste the Scenario ID into the field. Click Link Scenario.
A popup displays. Click the scenario name to view it in Quickli.
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Integrate Quickli with BrokerEngine
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Build a Product Scenario