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Quickli's Advanced Policy Filters
Quickli's Advanced Policy Filters

How to use Quickli's advanced policy filters

Paul Kelly avatar
Written by Paul Kelly
Updated over a week ago

Quickli now includes 19 separate columns for lender policy, allowing you to view lender policy in one click and find the lenders that suit your needs in seconds.

With this view you can:

πŸŸͺ 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

πŸŸ₯ Expand and collapse the additional columns with the arrow

🟩 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

And here's what clicking on an icon to view the policy looks like

If you don't currently have access to this feature, you're likely on the old billing system. You can come onto the new billing system by clicking the "Upgrade" button in your billing page.

Happy Calc'ing

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