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?
- What is 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