Customer Portal

Live, accurate Client Loan Data at your fingertips!

• Customer Portal FAQs
• Can I edit Sherlok’s email templates?
• What is Open Banking?
• Can I opt out of the Customer Portal?
• Is the Customer Portal an additional cost?
• What does the Customer Portal mean for your clients?
• Why are we launching the Customer Portal?
• Customer Portal & Open Banking
• How to prepare your clients for the Customer Portal & Open Banking
• Which lenders offer Open Banking
• How can I add a lender to my Sherlok panel?
• What is Orphan Book Support?
• How can I upgrade my current package?
• How do I update my lender login/Broker credentials?
• Auto Email Forwarding for Gmail