Introduction to Policy AI (Jiffi AI)

*This feature is is only available on Quickli Pro. Click here to upgrade now!

Policy AI allows you to ask real world broker questions and receive clear, structured answers within minutes.

Instead of calling lenders or searching through multiple policy documents, Jiffi brings the information together in one place, saving you time and reducing friction in your workflow!

Jiffi AI is powered by multiple layers of intelligence working together:

Jiffi references full lender policy documents across all lenders, which are checked and updated regularly to ensure responses reflect current policy.

Because Policy AI is backed by Core Quickli, it has access to comprehensive product knowledge including rates, fees, and product structures, allowing you to compare options side by side.

In addition to written policy, Jiffi is supported by proprietary knowledge built from broker experience, BDM insights, and real world scenarios, helping bridge the gap between policy and practice.

When you open Policy AI, twelve preferred lenders are preselected for you based on your Quickli usage and exports.

This helps Jiffi deliver more focused and in depth answers rather than overwhelming you with information. You can update or change these lenders at any time in settings.

If needed, you can also explore additional lenders, ensuring you are never boxed into a limited panel.

Policy AI is designed to help answer all your burning questions, including:

• Simple policy checks

• Complex and niche scenarios

• Understanding what documents are required

• Comparing product fees and features across lenders

Because Policy AI is backed by Core Quickli, and supported by full lender policy documents across all lenders (checked and verified weekly), you can confidently move from policy research to product comparison in one seamless workflow.

Jiffi AI presents responses in a clear, easy to digest format, often using:

• Tables and comparisons

• Document requirements

• Key policy distinctions

• Important notes and considerations

This makes it easy to quickly assess options and move forward with confidence.

Policy AI improves over time through broker feedback.

You can:

• Give a thumbs up when an answer is helpful

• Flag scenarios to help refine future responses

This ongoing feedback helps strengthen accuracy and relevance across real broker use cases.