Data

Worried about your data? We've got you covered.

• Can Sherlok integrate with Salestrekker CRM?
• Manually Discharging Loans
• How to edit customer email in Sherlok?
• How to read Open Banking Logs?
• How do I update loan books from other aggregators ?
• How does Sherlok know if a loan has been discharged?
• Can Sherlok update my CRM?
• How does Sherlok calculate LVR?
• If I re-fix a loan, where do I go to update this on Sherlok?
• How can I find all clients details, including loan information on Sherlok?
• If I add clients from a previous aggregator to my current CRM, will Sherlok be able to import it?
• What does (Est) mean?
• Once I have completed the Onboarding Process, how long does it take for my data/clients to upload?
• How does Sherlok import my data?

Connective

• How do i enter my API information? (Connective Brokers Only)
• How do I upload my Commission Files? Connective
• What should my commission report look like? (Connective)
• How do I find my Mercury API Key / Token

Security

• Data Processing & Security Overview
• How do Sherlok keep passwords safe?
• Is my Data safe inside Sherlok?
• FAQs on Sherlok's Data Processing & Security

Flex - AFG

• How to Locate Your FLEX ID in Suite360