Quickli

Best to start with a quick overview of (nearly) everything Quickli can do

Quick Demo of Quickli

Fill out lender spreadsheets without manual data entry

The EasyCalc Export Feature

You enter income in a YTD format and we do all of the calculations for you!

How to use the YTD Calculator

What are Technical Limitations? ⚠️

Tips on how to use the Funds Position Calculator

How to use the Funds Position Calculator

Handling Multiple Securities in the Funds Position Calc

Understanding Max Capacity and how to make that number useful for multiple proposed loans

Quickli's Enhanced Max Capacity Settings

Understanding Quickli's Age Restriction, Dependant Age, and Government Payments Section

Quickli's Age Restriction Policy

Quick Calcs

Understanding the "Additional Information" section of the Policy Insights

The "Additional Information" Section

How to Navigate the Securities and Post Code Look Up tool

Securities and Post Code Look Up

How To Use the First Home Guarantee Scheme Toggle

Paul Kelly

Eric Dill

Jimmy Hyde

A series of articles and videos to make you a Quickli expert 

Quickli Academy

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.

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.