QuickliPRO

The workflowupgrade to 10xyour productivity

Best-in-class broker AI and serviceability tools

Stop searching. Start asking.

Meet Jiffi - the world's most advanced AI Credit Assistant

Jiffi is Quickli's custom-built AI model that lets you ask questions across 45+ lender policies and products to get accurate, lender sourced answers in seconds.

  • Natural language queries across all Quickli lenders
  • Continuously updated with the latest policy and product changes
  • Perfect for covering your policy and product blindspots
  • Continually evolving to handle more complex and edge-case scenariosConstantly Improving
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Jiffi AI Credit Assistant — policy chat interface
Doc Renamer — AI-powered document renaming tool

From chaos to order. Instantly.

Doc Renamer

Our AI-powered Doc Renamer automatically detects document types and renames them to match your pre-configured naming conventions.

  • Process 100+ documents in minutes, not hours
  • AI detection of document types (pay slips, bank statements, tax returns etc)
  • Customisable naming conventions that match your workflow
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No more spreadsheets. No more guesswork.

SMSF Serviceability Tool

Our SMSF Serviceability Tool cuts through the complexity, giving you accurate calculations across 10+ lenders in minutes.

  • Max capacity comparison in seconds
  • Handles how each lenders "additional contributions"
  • Built-in validation checks and warnings
  • Export into actual lender calcs for peace of mind
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SMSF Serviceability Tool — lender comparison interface
Alt Doc / Specialist Tool — policy-driven lender matching

Every scenario. The right lender.

Alt Doc / Specialist Tool

Navigate non-standard lending scenarios with confidence. A highly advanced, rules based (no AI fluff), policy-driven engine helps you isolate the correct Alt Doc / Specialist products for your customer.

  • Specialist and alt doc lender matching
  • Handles each lenders alt doc eligibility requirements
  • Credit impairment deals no longer go in the "too hard basket"
  • Generate a comparison report in seconds
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Your brand. Front and centre.

Custom Branding

White-label Quickli so our software looks like your software during your video calls. All reports print with your logo, colours, and business details.

  • Make Quickli yours, upload your logo and brand colours
  • Branded PDF exports and proposals
  • Professional appearance for every client interaction
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Custom Branding — white-label logo and colour settings
Org Level Analytics — team performance and deal pipeline

See the full picture.

Org Level Analytics

Get deep insights into your team's performance, deal pipeline, and conversion rates. Understand what's working, what's not, and where to focus.

  • Team performance dashboards
  • Deal pipeline visualisation
  • Conversion rate tracking
  • Exportable reports for stakeholders
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Document collection, reimagined.

Doc Extractor

Doc Extractor — automatic document data extraction
Coming Soon

Cut application time in half. Automatically extract key information from documents and pre-fills your Quickli scenario. Smart. Fast. Accurate.

  • Intuitive drag-and-drop interface right in the scenario page
  • Automatic document detection
  • No more manually keying in servicing inputs
  • Safe and secure data handling

AI-powered application acceleration.

Fact Find / Doc Collection

Fact Find / Doc Collection — AI-powered application tool
Coming Soon

Cut your application time in half... again. Our AI-powered Fact Find tool has more integrations than we know what to do with. It also automatically extracts key information from documents.

  • Fact Find data automatically fills your scenarios
  • Automated data extraction from documents
  • Integrates with ASIC, ABR, and others
  • Intelligent document requests

Frequently Asked Questions

Can't find the answer here? Check out our Help Center.

Serviceability

13,000+ brokers
are already ahead.

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