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Quickli logo QuickliFinancial advice and mortgage broking software

AI automation inside Quickli.

Keep Quickli. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
BrokerEngine logoBrokerEngineOutlook logoOutlookMercury Nexus logoMercury NexusApplyOnline logoApplyOnlineLoanapp logoLoanappIress Xplan logoIress Xplan
Product in action

One email in. Filed, tasked and answered.

AI automation for Quickli means reviewed AI agents working inside Quickli: filing documents to the right client, raising the task and drafting the reply. It works through Quickli's own Servicing Calcs, Lender Tools and Quickli Pro. Your data stays in Quickli.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Quickli and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Serviceability scenario briefs for client meetings✓
Lender shortlist summaries for proposal drafts✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
QuickliDone
OutlookDone
LoanappConnected
ApplyOnlineConnected
Mercury NexusConnected
SalestrekkerConnected
Explore connected software
First workflows

First workflows worth automating in Quickli.

Each one has a trigger inside Quickli, a reviewed AI step, and a person on the approval.

  • 01 Serviceability scenario briefs for client meetings
  • 02 Lender shortlist summaries for proposal drafts
  • 03 Quickli result narratives for client communication
  • 04 Scenario change re-runs and difference summaries
  • 05 Anomaly flags between client fact-find and Quickli inputs
Product-specific AI

AI workflows that speak Quickli's language.

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 we work inside
Servicing CalcsLender ToolsQuickli ProDoc HandlerAI ToolsSMSF Calculator
Other Quickli specialists in Australia
  • LMG (MyCRM)
  • Mortgage Choice

We are the AI layer on top of what they set up, not another Quickli implementer.

Often paired with

Software we build Quickli workflows alongside.

Loanapp logoLoanapp AI automationApplyOnline logoApplyOnline AI automationMercury Nexus logoMercury Nexus AI automationSalestrekker logoSalestrekker AI automationBrokerEngine logoBrokerEngine AI automation
Where to next

Quickli sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Quickli AI automation, answered.

Can AI handle serviceability scenario briefs for client meetings in Quickli?
Potentially. We first confirm what Quickli can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Quickli features like Servicing Calcs and Lender Tools?
The workflow can be designed around Servicing Calcs, Lender Tools, Quickli Pro, Doc Handler, but a product description alone does not prove direct access. We first confirm what your Quickli setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, 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.
Can Horizon AI integrate with Quickli?
Potentially. We first confirm the supported access available in your Quickli setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Quickli?
No. Quickli remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
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 applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Quickli.

Tell us the Quickli job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.