Sample Broker Script: Intro Video for Sherlok & RateTraker

💡 Feel free to use this sample script for your video!

BROKER SCRIPT:

Hi, it's [Your Name],

Thanks for taking the time to watch this quick video. I wanted to personally let
you know about a new tool I’m using to help you keep your home loan rates
competitive.

I’ve sent you an email asking you to connect your loan account, and here’s why:
With Sherlok's RateTraker, I’ll be able to monitor your interest rates 24/7.
That means the moment your rate becomes uncompetitive, I can step in and
request a reduction from your lender, saving you money over the life of your
loan.

We’ve already seen fantastic results with clients who’ve consented to this,
saving them thousands of dollars in interest.

Why now?
Previously, I didn’t have an easy way to track your rate in real time. Now, with
your consent, Sherlok’s RateTraker allows me to do this automatically and
efficiently.

And, just to give you peace of mind—Sherlok is an Australian platform, and all
your data is protected under the highly secure Open Banking framework,
backed by the government.

What happens if you don’t provide consent?
If you choose not to connect your account, I won’t be able to actively monitor
your rate. This means if your rate becomes uncompetitive, I won’t be alerted
immediately, and you could miss out on potential savings.

My goal is to keep your rates competitive and take proactive action when
needed—so you can relax, knowing I’m on top of it.

If you have any questions or need help connecting your account, feel free to
email or give me a call. I’m happy to help!

Thanks again,
[Your Name]

Sample Broker Script: Intro Video for Sherlok & RateTraker

This sample script is designed for brokers creating an introductory video about Sherlok and RateTraker. Use it as a guide to communicate key features and benefits clearly and effectively. Perfect for connecting with clients and sharing how Sherlok and RateTraker can support their financial goals.