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For Lenders Using QuickQual

For Lenders Using QuickQual

Already a client? Make the most out of your account with these marketing resources, FAQs and support articles.

Resources

QuickQual <> Zapier Integration

How to Filter and Sort Your QuickQuals

How to Manage Your QuickQual Profile

🎥 A Refresher Training for QuickQual Users

Downloading QuickQual to an iPhone

Downloading QuickQual to an Android

How to Access Your QuickQual QR Codes

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Marketing to Realtors

How to Market QuickQual to Referral Partners

4 Reasons Why Realtors Should Use QuickQual

Marketing to Borrowers

Introducing QuickQual to Borrowers

User FAQs

📝 📸 How do I find my Digital Business Card link?

📝 📸 How do I find my QR Codes?

📝🎥 How can I update my QuickQuals when interest rates have shifted?

How do I add a Grant to a QuickQual?

How do I reset my password if I can't login to my account?

📝 📸 How do I Archive or Delete a QuickQual?

📝 📸 Is there an expiration date for each QuickQual issued?

📝 Does the Loan Officer get notified when a QuickQual expires?

📝 📸 Can I personalize the email template that is sent when I click on “Email Borrower” and send the invite?

📝 Do I have to manually change the Max LTV and Max Loan Amount?

📝 📸 Where do I add a fixed fee credit?

📝 📸 How do I update/change QuickQuals from Mobile Phone & Desktop?

📝 Where do my QuickQual fees come from?

📝 📸 How do I show a Lender Credit?

📝 📸 How do I enable Seller Concessions?

📝 📸 Who needs a PIN to access a QuickQual?

📝 If I make a change in QuickQual, will the information be updated in my LOS?

How do I customize the links on my Digital Business Card?

📝 📸 How do I stop sharing QuickQual with a borrower or Realtor?

📝 Can a borrower send a QuickQual to a Realtor?

📝 Can a borrower or Realtor ever exceed the limit on Seller Concessions?

📝 Can a borrower or Realtor ever exceed the limit on a down payment?

📝 Will the borrowers automatically show up in my QuickQuals?

📝 📸 How do I find my Realtor Signup link?

🎥📝 How do I remove a Realtor from a QuickQual?

Can a Realtor use QuickQual if we don't have a mutual client yet?

📝 📸 Can a Loan Officer add the Realtor's photo or does the Agent have to do it themselves?

📝 📸 How do I add Realtors to QuickQual?

📝 When sharing a QuickQual, where does the Realtor drop-down list come from?

📝 Do Realtors have access to choose the QuickQual letter template?

📝 If I send the QuickQual link to a Realtor, will they see the same thing as me (the Loan Officer)?

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