Fact find configuration

Fact find configurations you can try

These are product configs - what the client walks through after they leave your website. Point at one and tell Quickli you want yours like it. Below, switch how demo-site Apply Now pages behave.

Just the paperwork, thanks

Docs only

Client lands, uploads the docs you care about, and gets out. Perfect when you’ve already had the chat and just need evidence.

Open experience

The classic story, no attachment drama

Fact find only

Clients walk through the fact find experience without a docs ask bolted on. Clean intake when documents come later (or via another channel).

Open experience

The whole burrito

Docs and fact find

Fact find plus documents in one sitting. This is the “client did everything before the appointment” dream.

Open experience

More coming as we talk to brokers - smart docs, self-employed packs, and whatever else keeps coming up.

Demo site Apply Now entry

Website demos don't all have to dump straight into Quickli. Pick how Apply Now behaves on every demo site. The setting lives in this browser only - handy for sales walkthroughs.

Branded page, one obvious CTASingle Apply Now buttonApply Now lands on a short branded page with a single button that opens your Quickli public link. Closest to “put the link behind one more click on your own domain.”SelectedSingle · Couple · Self-employedTop-level questionnaireBefore the public link, ask a lightweight situation question. Useful when you want to route intent (or just feel like the site is doing something) without building a full form.Use this entryNo intermediate pageStraight to public linkApply Now on the demo site opens the Quickli public link immediately - the pattern the homepage uses. Zero branded apply page.Use this entryClassic intake, no docs askFact find onlyBranded apply page that opens the fact-find-only public link - good when documents come later or via another channel.Use this entrySofter first contactInitial enquiryA lighter “tell us you’re interested” apply page that still opens a fact find. Feels like an enquiry, not a full application.Use this entry

Active: Single Apply Now button · Try it on Old-school brokerage