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Data
Worried about your data? We've got you covered.
- Data Processing & Security Overview
- VOW HTML Format of Commission Report - Solution
- Why does a Broker see loans for other brokers in their brokerage in Sherlok?
- Can Sherlok integrate with Broker Engine?
- Can Sherlok integrate with Salestrekker CRM?
- Is the Aggregator Accreditation Number necessary?
- Missing Loans Process where NOT AFG - Questions to ask the broker
- How do Sherlok keep passwords safe?
- Connective CRM Credentials
- AFG CRM Credentials
- How do I protect my Data?
- How can I tell if a link is legitimate before clicking it?
- Which lenders require a TPA?
- Can I schedule a future reprice? (Updated)
- Why does my Data Collection pop-up say "Ready to Submit"?
- How can current in progress reprices go through alternative data collection flow?
- I Recieved an Email From a Lender About a Reprice
- How to edit customer email in Sherlok?
- How to check for Open Banking Consent in Broker Portal?
- How to read Open Banking Logs?
- If I choose manual data collection how do I collect the data?
- FAQs on Sherlok's Data Processing & Security
- How do I call the lender to collect the loan data? (Pending Edit)
- What happens if I enter incorrect loan data?
- How do I update loan books from other aggregators ?
- Can we import other Brokers clients into Sherlok?
- I sent a test email but it comes from hello@sherlok.com.au
- How do I upload my Commission Files
- What should my commission report look like? (Connective)
- Why are some of my clients missing?
- Where can I update my CRM details?
- How does Sherlok know if a loan has been discharged?
- Can Sherlok update my CRM?
- How does Sherlok calculate LVR?
- If I've re-fixed a loan, can I update Sherlok?
- How do I find my Mercury API Key / Token
- Updated: How can I view more information on a client?
- If I add clients from a previous aggregator to my current CRM, will Sherlok be able to import it?
- What does (Est) mean?
- I have completed the onboarding wizard; how long does it take for my data to upload?
- How can I view more information on a client?
- Onboarding a broker who has Recently changed Aggregator?
- How does Sherlok import my data?
- Why Sherlok needs access to the Broker's CRM as well as the Commission statement
- Missing Loan on Reprice