Frequently asked questions

Find answers to our most common questions and get product pointers from our team of experts.

Using Expertli

What does Expertli run on? (eg. website, mobile, tablet)

Expertli is a web-based solution which means you won’t need to download any apps or software. It'll work with any device that runs one of the supported browsers:
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Chrome
Safari
Firefox
Microsoft Edge

How do I create a workspace?

1. Log in with your Expertli account
2. Click ‘+ New’ on your dashboard to start a new workspace
3. Name the workspace and click ‘Create’
4. You’ll then be taken into the new workspace
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How do I connect my tablet as a drawing device?

1. Within a workspace, click on "Connect a tablet" on the bottom left of the page
3. Using your tablet's camera, scan the QR code.
4. Click on the link from the QR code
5. Select whether or not you want the table to be the primary device or secondary device.
Primary - the tablet's video/audio will be used for the video conferencing
Secondary - the tablet's video/audio will not be used for video conferencing
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How do I create text?

1. Select the text icon in the toolbar
2. Click where you would like the text to get created on the page and start typing
3. To edit existing text, double-click it or click it once when using the text tool
4. To move the text, click and drag when using the Selection tool

How do I get a customer to follow me in the workspace?

1. Hover over the customer’s video and click ‘Bring to me’ in the menu
2You will see an eye icon on your video box which indicates that the customer is following you

How do I share the workspace with my customers?

1. Click ‘Share’ in the workspace’s top navigation bar.
2. Type in the email address(s) in the text field and press Enter
2. Once all email addresses have been entered, click ‘Send invite'
3. Each person will receive an email with a link to the workspace.

If you are sending out a calendar invite with the Expertli as the video meeting location:
1. Click ‘Copy link’ next to the workspace link
2. Create a meeting from your Calendar application (e.g. Google or Outlook)
3. Paste the workspace link into the meeting location.

Your customers can then follow the prompts to enter the workspace

How do I upload files?

There are 2 ways you can upload files:
1. Drag and drop the file into the workspace from your computer
2. Click the ‘+' in the top nav and select 'Upload from computer’

How do I export my workspace?

To export your workspace, you must export each section within your workspace individually
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1. Hover over the section name in the top nav and click the ellipsis
2. Click ‘Export’ from the menu and all the pages in that section will be exported as a PDF
3. Repeat for all sections within your workspace

How do I create a new blank section?

Click the ‘+ Add new section' in the left nav and select 'New blank section’

How do I delete a section?

1. Hover over the section name and click the ellipsis
2. Click ‘Delete’ from the menu and follow the prompt

How do I rename a section?

1. Hover over the section name and click the ellipsis
2. Click ‘Rename’ from the menu
3. After you rename the section, hit Enter and the section will be renamed

How do I search for a workspace?

1. Log in using your Expertli account
2. Use the search bar and start typing in the name of the workspace you are looking for

How do I connect my Quickli Account (for Australian Mortgage Brokers)

Watch the how to video here:

https://www.youtube.com/watch?v=E6deL0UjUKo

Expertli home loans module allows experts to calculate lender servicing requirements via Quickli. Learn how to send lender scenarios to Quickli by setting up Quickli in Expertli.

https://docs.expertli.com/guides/setting-up-quickli-in-expertli

Tech & Features

Are there any software requirements?

As long as you have the latest version of one of the supported browsers, Expertli will work perfectly.
Supported browsers:
•Chrome
•Safari
•Firefox
•Microsoft Edge

What mortgage aggregators does it work with?

At the moment we integrate with Connective and are looking at other aggregators to integrate with.

I’m not very tech savvy, can I still use Expertli?

Yes! Our team will walk you through it to make sure you’re armed with everything you need to know to use Expertli with your customers.

Expertli business

Why was Expertli created?

In short, we created Expertli to help customers worldwide make great decisions. Our first product focuses on the Sales and Service Industry and how they can better serve their customers remotely.

What's Expertli's mission?

To enable business around the world to build relationships with digital customers and solve their critical needs.

What problem are you solving for us?

We bring the best of technology and humanity together, ensuring our digital customer experiences are better-than-in-person. We enable experts to connect remotely without compromising relationship building and the human element crucial to the sales and service industry.

What does Expertli do?

Our online workspaces for sales and service experts enable you to meet customers and remotely serve them a better-than-in-person experience. Customers and experts can connect from anywhere, on any device. They can collaborate as if you're in the same room and finally, seamlessly convert more opportunities.

Who owns Expertli?

Expertli was founded by Pete Steel, previously chief digital officer of CBA. Expertli's independent and owned by investors and the team.

What industries is Expertli for?

While our initial focus is professional advisers like accountants and brokers, we’ve also received feedback that Expertli can be used in a range of industries with remote customers. We’d be interested in your feedback and ideas you have for particular industries. Also if you want to tune in to our evolving roadmap and market focus, sign up for Expertli and we’ll keep you regularly updated.