Serviceability scenario briefs for client meetings
Designed around a clear trigger inside Quickli, a reviewed AI draft and a measurable reduction in admin time.
QuicklitoReview
Software
Financial advice and mortgage broking software
AI automation for Quickli.
Quickli is the Australian serviceability comparison tool used by mortgage brokers to compare lender capacity. Horizon AI builds reviewed AI workflows that sit inside Quickli, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Quickli
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Quickli
AI workflows that speak Quickli's language.
Below are the actual product modules, features and ecosystem partners Quickli uses - the AI layer Horizon AI builds slots into these, not around them.
Wrap AI around Quickli so brokers stop bouncing between Servicing Calcs and aggregator CRMs. The agent can pull scenario data from MyCRM (LMG) or Mortgage Choice, run instant serviceability checks across 51+ lenders, surface deep policy insights, prep an SMSF Calculator scenario for Pepper Money / Thinktank / Bluestone / RedZed, then push the shortlist and Doc Handler files back into the CRM - so brokers close more deals per week without re-keying borrower facts.
By the numbers. Quickli is used by 13,000+ brokers and runs instant serviceability checks across 51+ Australian lenders; LMG reports 1,200+ users connected MyCRM with Quickli.
Quickli modules and features we work inside
Servicing CalcsLender ToolsQuickli ProDoc HandlerAI ToolsSMSF Calculator
Other Quickli implementation specialists in Australia
- LMG (MyCRM)
- Mortgage Choice
Horizon AI sits alongside these specialists - not as another implementer of Quickli itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Quickli AI workflows
First workflows worth automating in Quickli.
Each workflow has a defined trigger inside Quickli, a reviewed AI step and a measurable change in how the team spends its week.
Lender shortlist summaries for proposal drafts
Designed around a clear trigger inside Quickli, a reviewed AI draft and a measurable reduction in admin time.
QuicklitoReview
Quickli result narratives for client communication
Designed around a clear trigger inside Quickli, a reviewed AI draft and a measurable reduction in admin time.
QuicklitoReview
Scenario change re-runs and difference summaries
Designed around a clear trigger inside Quickli, a reviewed AI draft and a measurable reduction in admin time.
QuicklitoReview
Anomaly flags between client fact-find and Quickli inputs
Designed around a clear trigger inside Quickli, a reviewed AI draft and a measurable reduction in admin time.
QuicklitoReview
How the integration works
AI inside Quickli, not bolted on top.
Quickli integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Quickli into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
QuickliSource
Reviewed draftReview gate
QuickliAction
- AI Summary drafted review
- OK Quickli update prepared queued
Often paired with
Software we build Quickli workflows alongside.
Best fit for
Quickli sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Quickli, the sector landing page covers the full software stack we build around.
Common questions
Quickli AI automation, answered.
Can Horizon AI integrate with Quickli?
In most cases yes. Quickli exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Quickli?
No. Quickli stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Quickli.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Quickli?
Tell us the Quickli workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.