Quickli is a serviceability and lender-research platform for Australian mortgage brokers. Enter a client's financial position once to compare borrowing capacity across lenders and research the policy behind each result.
Core covers the serviceability workflow. Pro adds AI policy search and document handling, with a paid seat for each broker using the platform.
What Quickli Does
Quickli runs multi-lender serviceability scenarios from the same client inputs. It has a searchable lender-policy library and exports to lender calculators through EasyCalc.
Its Core tools also cover funds position, product comparison and smaller calculations. That puts lender research beside the borrowing-capacity result, without entering the whole file into every lender calculator.
The largest opportunity to save time is on complex income, unusual liabilities and borderline borrowing capacity. On those files, changing one assumption can change which lender fits.
Where It Sits in Your Toolkit
Quickli handles serviceability beside your CRM and file systems. Keep your client-record system and document repository for the full file, with your compliance process alongside them.
Pro's Fact Find and Doc Handler collect information for scenarios. Its Org Level Analytics also tracks team usage, deal pipelines and conversion trends. Keep those functions distinct from reporting on commission income and the value of your existing loan book.
For that portfolio question, the Quickli and Track My Trail guide explains where each tool fits. Track My Trail analyses aggregator commission reports, and its pricing page explains its own plans.
If you are choosing tools for several jobs, use the mortgage broker tools guide. For more on policy assistants, see AI tools for mortgage brokers.
Using It Without Over-Trusting the Output
Treat each Quickli result as an indication of serviceability, not a lender's approval. Enter complete figures and read the assumptions attached to every lender result.
If an export differs from the lender calculator, re-check the inputs and lender-specific fields. Keep the scenario and export together so you can identify where the results diverge.
Confirm critical policy points with the lender before lodging. A result that meets a calculator's threshold still needs the lender's assessment of the actual file.
Whether It Pays for Itself
Rebuild your last difficult file as a Quickli scenario and time it against your original process. Count the time spent resolving differences too, so the exercise measures the full job.
When several lenders sit close together on borrowing capacity, compare their assumptions beside the result. That gives you a basis for choosing between them instead of relying on memory.
If a mismatch persists after you re-check the inputs, raise it with Quickli support while the file is still open. Resolve the difference before lodging against that result.
Quickli Pricing and Plans
Quickli charges per paid user, with annual or monthly billing. Its published subscription rates exclude GST, and its introductory annual discount applies to the first year.
| Plan | Billing Structure | Included Workflow |
|---|---|---|
| Core | Per paid user, annually or monthly, plus GST | Serviceability, lender policy and calculator exports |
| Pro | Per paid user, annually or monthly, plus GST | Core plus AI and document tools, specialist servicing and team analytics |
Each user who runs scenarios needs a paid seat. Account Administrator and View Only users are free, with limited access. Seats belong to named individuals and cannot be shared.
What Pro Adds
Quickli's Pro page describes Jiffi AI as an assistant for questions across lender policies and products. Doc Handler extracts information from documents and fills scenario fields. Loan Notes generates submission notes.
Pro also includes a self-managed super fund serviceability tool and an Alt Doc / Specialist Tool. Custom Branding puts your business details on reports. Fact Find / Doc Collection fills scenarios from client information.
Pro allocates 3,200 credits per person each month across Jiffi and Loan Notes, plus 1,600 for Doc Handler. Doc Handler usage is pooled across your organisation.
Trial and Cancellation
Quickli advertises a 21-day free trial. Its terms say no payment is due during the trial and the first payment is due immediately after it ends.
Paid subscriptions renew automatically for the same billing period. Give written cancellation notice at least five business days before renewal to stop the next period.
Cancellation takes effect at the end of the current period, with access continuing until then. Quickli's terms say prepaid fees are not refunded for a change of mind.
A Three-Broker Team
For an illustrative team of three brokers running scenarios and one view-only administrator, budget for three paid seats. The administrator adds no seat charge.
For annual billing, multiply the selected plan's annual per-user rate by three, then add GST. Apply the per-user introductory discount to each eligible seat for the first year. For renewal, use three times the ongoing annual rate without that discount.
A Practical Next Step
Spend two weeks of the trial on one complex-income file type you regularly write. Rebuild those scenarios and compare Quickli's suggested lenders with where you lodged the files.
Record each mismatch and its cause, including an input error or a lender policy assumption. Use those notes and the time taken per file to decide whether Core covers your work or Pro's added tools justify the subscription.
