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Online mortgage brokerage Finspo has become the latest broking group to integrate the serviceability and policy engine into its platform.
A new integration partnership has been formed between online mortgage brokerage Finspo and serviceability and policy engine Quickli.
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The integration partnership aims to further digitise and automate the experience for Finspo brokers and customers by eliminating manual data entry and reducing the need to switch between multiple platforms.
By embedding into Finspo’s proprietary platform, any client scenarios created or updated within Quickli through the platform can then be used for applications. As such, brokers won’t need to manually re-enter information, reducing the risk of errors and saving Finspo brokers time.
Speaking of the Quickli integration, CEO and co-founder of Finspo, Angus Gilfillan, said: “This partnership is a pivotal step in our journey to fully digitise and automate the mortgage experience for customers and brokers.
“Quickli has developed a powerful platform making it easier to provide accurate, tailored recommendations for customers quickly. We are excited to work with a like-minded company in Quickli and look forward to the potential this partnership offers for our customers and brokers.”
Angus Keatinge, co-founder of Quickli, said: “We’re thrilled to partner with Finspo to deliver this game-changing solution to the mortgage broker industry.
“Finspo are making some exciting advancements in the mortgage broking experience, and we are thrilled to partner with them to make our serviceability engine even more accessible and efficient for their brokers and customers.
“This integration will allow them to focus more on client engagement and less on data administration.”
The online brokerage and Innovator of the Year 2024 is the latest broking group to harness Quickli’s tech on its own platform.
Earlier this year, aggregation group LMG also adopted Quickli’s technology into its MyCRM platform to reduce the administrative burden on brokers.
According to LMG, more than 200 data points – including income, assets, liabilities, and expenses – can be automatically transferred through the two platforms, simplifying the workflow.
According to the aggregator, since the launch of this integration, over 1,200 LMG users have already connected their Quickli accounts with MyCRM.
[Related: Why brokers should be tech stacking]
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