QuickQual Training Guide for Real Estate Partners

Welcome to QuickQual! This guide will walk you through the experience as a real estate partner and help you navigate the platform with confidence.

 


1. Accessing QuickQual from the Digital Business Card

Start by opening the Mortgage Loan Partner’s Digital Business Card.

  • Scroll to the bottom of the card.

  • Look for the section titled “For Real Estate Agents.”

  • From here, you can:

    • Log in to your existing QuickQual account.

    • Sign up for a new account if you don’t already have one.

    • If it’s your first time, you may have received a welcome email from your loan partner with a link to set your password.

Pro Tip: There's also a short 2–3 minute video in this section that highlights the key features of QuickQual.


2. Navigating the Dashboard

Once you're logged in, you’ll land on your QuickQual Dashboard.

Here you’ll see:

  • All QuickQuals shared with you.

  • Whether they are Pre-Approval or Pre-Qualification.

  • The name of the mortgage loan partner who shared each one.

Expired QuickQuals

  • Expired QuickQuals will be listed in a separate section.

  • You can no longer generate letters from these links.

  • However, they remain visible for your reference.

  • Contact the mortgage loan partner directly if you need updated access.


3. Using the Calculator & Generating Letters

To access a QuickQual calculator:

  • Click “View Pre-Approval” next to the borrower’s name.

  • Inside the calculator, you can:

    • Adjust financial scenarios such as purchase price, taxes, or HOA dues.

    • Instantly generate a Pre-Qual or Pre-Approval Letter from the bottom of the page.