Quickli Pro: Revolutionizing Broker Workflow with AI Tools for Loan Assessment (2026)

Boldly stepping into the future of finance, Australian fintech company Quickli has just unveiled an innovative subscription-based platform aimed specifically at brokers and mortgage businesses. This new offering is designed to streamline the loan assessment process, effectively combining over 50 lenders' servicing calculators into a single, user-friendly interface.

Quickli Pro expands upon the existing capabilities of the company's core platform by introducing two exciting AI-driven features. First, there’s Jiffi AI, an integrated tool that provides immediate answers from an impressive pool of 45 lenders. This means that brokers can access vital information without the usual delays. Next up is Doc Renamer, a smart feature that automatically identifies and renames client documents in bulk, saving time and reducing manual errors.

But that’s not all—Quickli Pro comes with several additional enhancements:

  • SMSF Serviceability Tool: Currently integrated with more than seven leading SMSF lenders, this tool is poised to include even more lending partners in the near future.
  • Alt Doc/Specialist Tool: Utilizing a policy-driven rules engine, this feature helps brokers discover appropriate lenders based on a client’s Australian business number history, type of documentation, business activity statement history, and credit profile. This greatly aids brokers in pinpointing viable specialist lending options for their clients.
  • Custom Branding Tools: Businesses can now seamlessly integrate their own branding into the Quickli interface, providing a personalized experience for their users.
  • Organizational Level Analytics: This feature offers valuable insights into performance metrics, deal pipelines, and conversion rates, empowering brokers to make informed decisions.

Eric Dill, co-founder and co-CEO of Quickli, emphasized that Quickli Pro marks the initial phase of a larger vision to incorporate AI throughout the entire workflow of brokers. "Quickli Pro is just the start of a platform that aims to transform how brokers do business," he stated.

He elaborated, "Every feature within Pro addresses a specific challenge faced by brokers working at scale. The tools provided will empower them, whether they need instant policy interpretations from extensive documents, intuitive document management solutions, or unique offerings that significantly reduce their workload. These innovations tackle the daily obstacles that brokers encounter."

Dill also painted an exciting picture of the future: "Imagine an AI credit analyst that can work through various scenarios for you with minimal input. While we may not be there yet, our trajectory is clear, and we are advancing rapidly. The groundwork is being established, and over the coming months, brokers will observe how these innovations come together. Quickli Pro is on a path to continuous improvement."

Since its launch in 2021, Quickli's foundational platform has gained traction, currently serving over 13,000 brokers. The company has been busy rolling out new services throughout the past year, such as their networking platform Community introduced in June 2025, and a new SMSF serviceability calculator launched in August.

In a recent appearance on Broker Daily Spotlight, Kelly Eldridge, Quickli's chief of staff, highlighted the company’s impressive market capture, stating that Quickli has secured over half of the total market share, with 12,500 out of 22,000 brokers using their services. Yet, she noted that growth and expansion remain crucial priorities as the company looks to the future.

With these advancements, Quickli is not just keeping pace with industry changes; it’s setting the stage for what could be a major shift in how brokers operate. What do you think about this integration of AI in financial services? Could it revolutionize the industry, or do you have reservations? Share your thoughts in the comments!

Quickli Pro: Revolutionizing Broker Workflow with AI Tools for Loan Assessment (2026)
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