Quickli

How to Bookmark Quickli in Google, Edge and Firefox

Customise the rate or discount for any lender

Overriding Quickli's rates

Learn how to enable and edit your own, fully customisable, compliance calculator

How to use and enable the Compliance Calculator

DTI Rule Based Results

How do I add my team members into Quickli?

What To Do When Your Trial Is Ending (How To Sign Up)

About Teams in Quickli

Save your eyes from stress and strain, try Dark Mode

How to Enable Dark Mode

Quickli now shows you SLAs for your lenders

Where to Find SLAs

This is what makes Quickli so special (aside from it's accuracy)

What are Policy Insights?

Do I ever have to do any manual shading?

How to use Quickli's advanced policy filters

Quickli's Advanced Policy Filters

Max Capacity Mismatches

Jimmy Hyde

Eric Dill

Paul Kelly

Everything you need to know when first jumping on Quickli

Getting Started

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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.

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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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