New subscription offers automation tools for broker workflows
Mortgage serviceability platform Quickli has introduced a new premium subscription, Quickli Pro, aimed at mortgage brokers and aggregators seeking greater automation across credit policy research, document handling and portfolio management.
The Pro tier extends Quickli’s existing platform, which is used by more than 13,000 mortgage brokers across Australia, and adds the company’s first artificial intelligence-driven tools. These include Jiffi AI, an AI-based policy and product research tool, and Doc Renamer, which automatically identifies and renames client documents in line with broker preferences, all available with custom branding options.
According to Quickli, Jiffi AI is designed to act as an AI credit analyst that responds to policy and product queries across 45 lenders, reducing manual review of lender documents. Doc Renamer applies AI to label and structure client files in bulk, aiming to cut time spent on administration.
Quickli Pro also introduces an alt doc and specialist lending tool that uses a rules-based engine to match clients with potential lenders based on ABN history, documentation type, BAS records and credit profile. The feature is intended to help brokers more quickly identify specialist lending options for complex scenarios.
In addition, a self-managed super fund (SMSF) serviceability tool is available only to Pro subscribers. Quickli says this is currently integrated with more than seven major SMSF lenders, with further integrations planned.
For brokerages, the Pro tier adds organisation-level analytics, offering portfolio and performance data such as pipeline visibility and conversion rates to help identify where deals are progressing or stalling. Custom branding enables firms to apply their own visual identity across the Quickli interface.
Eric Dill (pictured top left), co-founder and co-chief executive at Quickli, said the new tier is the first in a series of steps to build AI more deeply into broker processes. “Quickli Pro is the beginning of a platform that is set to revolutionise how brokers operate… again,” he said.
“Every Pro capability solves a specific workflow challenge for brokers operating at scale. Pro gives them the additional firepower they need, whether it’s instant policy answers across thousands of pages, doc tools that read your mind, or industry-first products that save hours. These are tools that directly address the bottlenecks each and every broker faces every day.”
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