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Can I change the lender information in the Include Comparisons email?

Refine your email communications with Sherlok's Email Template Editor. Adjust lender details in templates, preview changes, and send test emails to ensure accuracy and professionalism in every message.

You can modify lender information within your email templates. See the step-by-step guide below:

  1. Log in to your Sherlok account and click on your Broker Name in the right-hand corner.
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  2. Select "Control Panel" from the drop-down menu.
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  3. Navigate to the Email Template Editor.
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  4. Choose the "Email WITH refinance comparisons (lender approved reprice) or (lender declined reprice)" template from the drop-down menu.
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  5. After choosing the desired template, click the "Open" button to edit the email template.
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  6. Locate the Refi comparison template and tick the box labelled "2."
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  7. Click "Save and close" at the bottom or upper right of the page to update the changes or "Send me a test email" to check if the edited sections are the ones you want to show in the email. 
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