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The EasyCalc Export Feature
The EasyCalc Export Feature

Fill out lender spreadsheets without manual data entry

Eric Dill avatar
Written by Eric Dill
Updated over 2 weeks ago

Quickli exports your inputs directly into the actual lender spreadsheets with a click of a button πŸ’ͺ🏼

Watch this video and find out more about how this feature is changing the broker industry πŸ‘‡πŸ»

To use the EasyCalc Export feature:

  1. Click the blue down arrow next to your preferred lender to export your Quickli inputs into their lender spreadsheet. If there's a grey button next to your desired lender that means EasyCalc is unavailable for them at this time.

2. Clicking the export button will open up this VERY IMPORTANT Explanation page. This pages shows information that could still be missing from the spreadsheet, or things we assumed on your behalf, or buttons, or things you still need to update to make the spreadsheet work.

Things to know:

  1. The export button for CBA is exporting to the excel spreadsheet but Quickli has built our calculators results based on the online CBA calc, not the spreadsheet. The problem is the online calc and the spreadsheet are consistently showing different results for matching inputs. This means the exported results you'll see in the spreadsheet are likely to be different than the CBA results you see displayed in the Quickli results panel. CBA BDMs have advised the spreadsheet is unreliable and to only use the online calc (however we're aware some brokers have been told otherwise). Be careful with the CBA spreadsheet export.

  2. Some lenders like Heritage, ING and Suncorp don't have a serviceability spreadsheet the way many other lenders do. They have an online calculator. The file you download for online lenders needs to be uploaded into their online for your export results to be filled in for you.

If you complete an EasyCalc export and your results from the exported calc do not match what we're showing in Quickli, check out this guide here about what to do if your results don't match or reach out to our QA team via the chat window in the bottom right corner of your screen for further assistance πŸ€“

Happy calc'ing!

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