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Use Quickli Servicing Calculator

  • Updated

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.

Last updated: February 2026 · Integrations

In This Article

  1. Build a Quickli Scenario
  2. Create a New Scenario
  3. Link to an Existing Scenario

Prerequisites

To use the Quickli servicing calculator, you must integrate Quickli with BrokerEngine.

Step-by-Step Guide

Step 1 — Build a Quickli Scenario

  1. Open the lead or deal.
  2. Click Sync.
  3. Click Quickli. A popup displays.

You can create a new scenario or use an existing one.

 

Step 2 — Create a New Scenario

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.

Step 3 — Link 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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