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For Lenders Using QuickQual
Already a client? Make the most out of your account with these marketing resources, FAQs and support articles.
General
- 🎥 A Refresher Training for QuickQual Users
- QuickQual Marketing Material
- How QuickQual Works for Mortgage Lenders
- 🎥 QuickQual Dashboard Walk-Thru for Lenders
- Next Steps: How to Sign-Up for QuickQual
- 📝 What is editable on the mortgage calculator for the borrower and Realtor?
- What types of user roles are available? I have a Loan Officer Assistant that I'd like to have on the account.
- 📝 Does QuickQual work with custom state letters (i.e., Arizona and Texas)?
- 📝 📸 What types of loans does QuickQual support?
- Who sets the mortgage parameters, limits, and how?
- 📝 We use pre-approvals, not pre-qualifications, does QuickQual support this?
- 📝 Will I need to do duplicate data entry for Quickqual?
- 📝 What will my company need to provide to implement Quickqual?
- 📝 What does the upfront implementation cost?
- 📝 How long does the QuickQual implementation process take?
- 📝 How much does training cost?
- 📝 What integrations does QuickQual have with CRMs?
- Generating A QuickQual From Encompass
How Do I..?
- How to Filter and Sort Your QuickQuals
- How to Manage Your QuickQual Profile
- Downloading QuickQual to an iPhone
- Downloading QuickQual to an Android
- How to Access Your QuickQual QR Codes
- Managing a 2/1 Buydown in QuickQual
- 📝 📸 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?
- 📝 📸 How do I update/change QuickQuals from Mobile Phone & Desktop?
- 📝 📸 How do I show a Lender Credit?
- 📝 📸 How do I enable Seller Concessions?
- How do I customize the links on my Digital Business Card?
- 📝 📸 How do I stop sharing QuickQual with a borrower or Realtor?
- 📝 📸 How do I find my Realtor Signup link?
- 🎥📝 How do I remove a Realtor from a QuickQual?
- 📝 📸 How do I add Realtors to QuickQual?
Marketing to Realtors
Marketing to Borrowers
User FAQs
- 📝 📸 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?
- 📝 Where do my QuickQual fees come from?
- 📝 📸 Who needs a PIN to access a QuickQual?
- 📝 If I make a change in QuickQual, will the information be updated in my LOS?
- 📝 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?
- 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?
- 📝 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)?
- Change, add, and remove an agent from a QuickQual
- 📝 Where does the loan data pull from?
- 📝 Do Loan Officers get notified when a borrower takes action on their QuickQual?