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Quickli's Advanced Policy Filters

How to use Quickli's advanced policy filters

Paul Kelly avatar
Written by Paul Kelly
Updated over 2 months ago

Quickli now includes 24 policy filters that you can use to find the lenders that suit your needs in seconds.

With this view you can:

  • Filter out any lenders based on policy with the eye function. When filtering is active the column header will be Bold and Underlined to ensure you remember that some lenders have been filtered out.

  • View only that lender's policy by clicking on the icon

  • Open up the preferences to reorder or hide any columns for ALL scenarios

  • Pin a column of interest into the uncollapsed results with the pin icon

  • View all lender's policy in this area with the "Open Policy Library" button

Here's what the settings look like

What clicking on an icon to view the policy looks like

Happy Calc'ing!

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