Quickli

How to Hide/Unhide Lenders

If something looks off report it to our QA team so they can investigate

What Do I Do if My Results Look Wrong?

Setting up Quickli in your BrokerEngine

For Users who are being logged out of Quickli automatically

Why do I keep getting logged out?

This will help enable macros for Microsoft Excel

How to fix the 'Microsoft has blocked macros from running because the source of this file is untrusted' Issue

Setting Up Quickli in Effi

How to use IO rates for Existing loans

Can I set up a password to login?

Where is the scenario ID?

Troubleshooting the 'sign in link or token you've used isn't valid' error

The sign-in link from my email isn't working.

Whitelisting hello@quickli.com.au ensures you'll receive the Sign-In email

Why am I not getting the sign-in email?

Enabling 2FA for your Org will add an extra layer of security and significantly reduce the risk of unauthorised access to your account

Setting Up 2FA in Quickli

Pre and Post Tax Deductions fields have been removed from our servicing calculator

Pre and Post Tax Deductions

A brief intro to the Quickli - MyCRM Integration

Quickli - MyCRM Integration

Share scenarios with other Quickli users outside of your Quickli Organisation

How to Share Scenarios

Step by step instructions for connecting Quickli to MyCRM

How To Connect MyCRM To Quickli

How To Send A Scenario From MyCRM To Quickli

A quick overview of what you'll see when lenders change their rates

How Quickli Handles Rate Changes

What to do when your Quickli results don't match an exported calc or one you've completed manually from a lender website

My Results Don't Match

Jimmy Hyde

Eric Dill

Paul Kelly

Helping you get past those pesky problems. 

Troubleshooting Quickli

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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