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
Log in to your Quickli account.
Click the account icon in the bottom left corner of the dashboard.
Select Settings.
Click Integrations in the side menu.
Locate the BrokerEngine tile and click CREATE KEY.
In the pop-up 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
Open BrokerEngine in a new browser tab.
Click the account icon in the bottom left corner of the dashboard.
In the Settings panel, click Integrations.
Click the Quickli link. A folder expands.
Paste the key into the field.
Click Save.
Using the app
After the integration completes, BrokerEngine adds a Quickli link to the Sync menu. Open a deal or lead in full view mode. Go to the top of the page, click the Sync button, and select Quickli.
A pop-up window displays. Click the link 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.