FAQ

Questions we get, including from brokers pretending to be clients

Short answers. The long ones live in the Guide.

Is this a real brokerage?: No. On purpose. It’s a showcase so real brokers can feel a Quickli fact find on a real-looking site, then point at the version they want.
So I shouldn’t send you my deposit?: Correct. Please do not refinance your house here. The public links are real; the lending is not.
What happens when I tap the button?: You leave this website and land in a Quickli fact find for this demo org. OTP, questions, maybe docs - depending which Experience this link is wired to.
What’s a ‘scenario’ when you keep saying round-trip?: The working file the broker actually models the deal in. A good public link doesn’t dump a PDF in an inbox - it becomes that file. If your story changes, you update the fact find and it feeds the scenario again.
Do I need to talk to someone first?: Not for the demo. In a real brokerage you might. The lesson is: the site can start the file before the call.
Can my own site look like this?: The coat of paint, yes. Steal the structure from Demo sites, steal the flow from Experiences, then tell Quickli “I want mine like that.”
Why are there three other websites?: Because brokers don’t all want teal jokes. There’s a dusty partnership, a black-and-lime product site, and a one-person page with a photo. Same public-link idea, different nerve.
Who is Paul?: Head of Credit. Chief No-er. Would like a word about your HECS.