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The aggregator has announced an integration between its MyCRM platform and the policy and calculations tool.
This new integration is designed to streamline the application process, reduce lodgement times, and improve the overall quality of submissions.
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The integration represents a significant advancement in efficiency for brokers, with more than 200 data points now being transferred seamlessly from MyCRM to Quickli.
This includes information such as income, assets, liabilities, and expenses. By automating this data transfer, LMG aims to do away with the need for brokers to manually re-enter information, thus reducing errors and saving valuable time.
According to the aggregator, since the launch of this integration, over 1,200 LMG users have already connected their Quickli accounts with MyCRM.
This allows brokers to take full advantage of Quickli’s serviceability calculator and policy engine, which provides access to more than 30 lenders during the modelling phase of the loan application process.
With just a single click, brokers can now export data collected from an Online Fact Find directly to Quickli, further simplifying the workflow.
Jason Furnell, group executive of customer experience at LMG, highlighted the positive impacts of Quickli’s integration into its MyCRM platform.
“There has been a significant increase in Quickli usage within our network due to its reliability in comparing lender policies and providing real-time interest rate serviceability.”
“Quickli’s integration saves our brokers time by centralising research activities within MyCRM rather than requiring them to switch between different platforms.”
Furnell added that Quickli addresses two of the biggest challenges faced by brokers in recent years: serviceability and policy management.
“Quickli provides an industry-leading solution to these issues.
“It contributes to our expanding ecosystem of specialist tools within MyCRM, all of which are designed to simplify the loan application process for brokers and their support staff,” Furnell said.
According to LMG, brokers have saved an average of 15 minutes per application during the pilot phase of Quickli’s integration.
“It’s already making the lodgement process simpler and faster for brokers and their support staff, saving hours each month for businesses,” Furnell said.
Prior to this, the aggregator also unveiled its proprietary SmartData tool, which enhances client engagement by streamlining the data-sharing process.
This tool pre-populates identification data, such as driver’s licences, passports, and Medicare information, securely connects bank accounts, and organises expenses, further contributing to a more efficient and user-friendly experience for brokers and their clients.
[RELATED: LMG reduces lodgement times by 3 days]
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