Start free trial
For brokers

Key it in once

WealthX Copilot fills Quickli and Broker Engine from the deal.

Start free trialBook a demo

A Loan CRM card for Sarah and James Harbour with its Sync to CRM menu open: Quickli and Broker Engine. Beside it, the WealthX Copilot side panel has completed a Quickli Scenario Sync: read the loan application, opened the Quickli scenario and pushed the data.

How it works

In your own browser.

It opens the tool, signed in as you, and types it in.

  • Signed in as youQuickli and Broker Engine open in your browser, under your own login.
  • Quickli, filled inApplicants, properties, loans, liabilities, income and expenses go across.
  • Broker Engine, section by sectionContact, lead, requirements, assets, liabilities and living expenses.
  • Status comes backEach deal shows Synced, Changes not synced or Sync failed.

The WealthX Copilot panel has completed a Broker Engine Sync of 22 steps, from reading the loan application to filling Broker Engine's contact, lead, requirements, client details, dependants, other income, assets, liabilities and living expenses.

Chat

Ask about your pipeline.

Share a deal from Loan CRM, then ask about it.

  • Send it a dealOne click shares the client, amount, stage and tasks.
  • Starter promptsSummarise my pipeline this week. Which deals are stuck?
  • Shows its sourcesAnswers can show the sources they're based on.
  • History keptPast chats sit under History. New Chat starts fresh.

A Loan CRM card for Sarah and James Harbour with its Send to AI assistant button. A toast says Sent to AI assistant. In the WealthX Copilot panel, the deal is shared from Loan CRM with its amount, $1,050,000, its stage, Loan App Completed, and Open record.

Get it

For Chrome and Edge.

Copilot is in the Growth plan, $99 a month per broker.

  • Google ChromeFrom the Chrome Web Store
  • Microsoft EdgeFrom Edge Add-ons
  • Side panelIt opens next to the page, not in a new tab.

More of WealthX.

See it with your clients

Book a demo and we'll walk you through it, or start straight away.

Start free trialBook a demo