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Review · 9 min read

How to Use Quickli Pro's AI Features: Jiffi AI, Doc Handler & Loan Submission Notes

In this episode, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.

Review

How to AI Agent Submit Asset Finance Applications with Financeable

In this episode of Broker Tools, we catch up with Phillip, co-founder of Financeable — the loan origination platform built specifically for asset and commercial finance brokers who want to stop copying data between systems and start spending that time on deals. Financeable sits between the broker's CRM and the lender. It pulls together data from the Australian Business Registry, credit bureaus, vehicle databases, and identity verification services, builds the application, checks it against each lender's policy and criteria, and then lodges it — automatically. Their flagship feature, Lodge AI, is a genuinely agentic AI: it opens the lender's portal, navigates every field, interprets data formats, corrects errors, and pauses only when a human decision is legally required. This episode is a practical look at what that actually means for how a broker's week works — and where the industry is heading.

Review

Property and Loan Tracking with Property Dollar & Connect 360

In this episode of Broker Tools, we catch up with Vishal, founder of Property Dollar — a platform built for mortgage brokers, first home buyers, and property investors who want a single, clear view of their property portfolio, equity, and market trends. With over $24 billion worth of properties and $10.5 billion in home loans already tracked on the platform, Property Dollar has proven there is real appetite for a tool that puts property owners in control of their financial picture. This episode explores how brokers can use the platform to add tangible value to their clients — and build relationships that last well beyond settlement.

Review

Convert Your Paper Fact Find Into a Digital Experience With Middle Finance

In this episode of Broker Tools, we chat with Chris and Bailey from Middle Finance — a fact find and document collection platform built specifically for mortgage brokers who want a simple, clean, and compliant onboarding process without unnecessary complexity. Middle has been quietly building integrations with Finsure’s Infinity, AFG’s Broker Engine, and LMG’s MyCRM — and what they have created is one of the most complete, compliance-forward fact find tools available to Australian mortgage brokers today. This episode is a deep dive into how it works, what makes it different, and where it is heading.