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Integrate Quickli with BrokerEngine

Run home loan servicing calculations

Agnes Caballero avatar
Written by Agnes Caballero
Updated over 3 months ago

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

You must have a Quickli account.


Generating an API key

  1. Log in to your Quickli account.

  2. Click the account icon in the bottom left corner of the dashboard.

  3. Select Settings.

  4. Click Integrations in the side menu.

  5. 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.


Integrating the app

  1. Open BrokerEngine in a new browser tab.

  2. Click the account icon in the bottom left corner of the dashboard.

  3. In the Settings panel, click Integrations.

  4. Click the Quickli link. A folder expands.

  5. Paste the key into the field.

  6. Click Save.


Using the app

After the integration completes, BrokerEngine displays a Quickli icon on every deal. Click the icon to create or link a scenario.

Support users should make sure the broker(s) they work with update their Quickli key on the Integrations page.


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