The latest platform integration pushes more than 200 data points from MyCRM to Quickli - including income, assets, liabilities and expenses data - eliminating a double-up in processing when building an initial scenario.
More than 1200 LMG users have already connected their Quickli accounts with MyCRM, allowing seamless use of its serviceability calculator and policy engine - which covers more than 30 lenders - in the modelling phase.
With a single click in MyCRM, brokers can export the data collected from an Online Fact Find to Quickli.
LMG Group Executive - Customer Experience, Jason Furnell, said there had been a large uptick in Quickli usage within the network because of its reliability in comparing lender policy and real time interest rate serviceability.
“Quickli’s integration saves our brokers time by centralising research activities within MyCRM rather than having to move between platforms,” said Mr Furnell.
“Quickli provides an industry-leading solution to serviceability and policy, which have been two of the biggest pain points for brokers in recent years.
“It adds to our growing ecosystem of specialist tools within MyCRM which are making the loan application process easier for brokers and support staff.”
During the pilot of Quickli’s integration, brokers have saved an average of 15 minutes per application.
“It’s already making lodgement simpler and faster for brokers and support staff, saving hours in time every month for businesses,” said Mr Furnell.
Quickli’s integration with MyCRM is the latest time-saving tool unveiled by LMG this year. The aggregator’s proprietary SmartData tool has improved client engagement within the data-sharing process, pre-populating identification data including drivers’ licenses, passports and Medicare, securely connecting bank accounts and grouping expenses.
LMG
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Aug 15
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1 min read
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