Effi uses AI to offer a new sales experience – it drives leads to help you improve conversion rate to settlement and offers data in real-time for brokers to have better, more meaningful engagements with clients and build relationships.

With this new integration, Effi brokers will get to perform more comprehensive serviceability tests to inform the trajectory of their clients’ home loan journeys.

Given much of the integration happened on Effi's frontend, they have put together a helpful piece about what the integration does and how you can set it up.

Step 1: Go to https://app.quickli.com.au/signin

Step 2: Click 'Create Account'

Step 3: Enter your details and click 'Create Account'

Step 1: Click on the 'Settings' wheel on the side menu

Step 2: Click on 'Integrations'

Step 3: Under 'Manage Your Integrations', find Effi and click 'Create Key'

Step 4: Click 'Copy' to Copy the API Key

Step 1: Log in to your broker portal. Go to Settings in the drop down under your profile picture.

Step 2: Click on the 'Integrations' tab

Step 3: Switch the toggle button to On next to Quickli

Step 4: Paste the copied API key in the API Key box.

Step 5: Hit 'Save'. Your Quickli account is now connected to Effi.

Step 1: Go to the Leads section

Step 2: Choose a lead to run serviceability assessments

Step 3: Click on the 'Client Profile' tab

Step 4: Click on the 'Check Serviceability' button

Step 5: A pop-up window will open. If you had an existing scenario which you created on Quickli, you can copy and paste the scenario URL in the box to attach the scenario to the lead in Effi.

You can also create a new scenario for the lead by clicking on 'Create Scenario'. A new scenario will appear. Simply click on the lead name and you will be taken to Quickli to add more information to the calculator.

If you have any questions about this integration, please reach out to Effi at [email protected].