Getting Started
Want to start using Sherlok? Here is a good place to start.
- How do I get access to the portal?
- SMTP Configuration for Gmail
- What is MFA?
- How do I set up MFA for Sherlok
- Is there a particular browser that works better than others for Sherlok?
- Manually Discharging Loans
- Choose Your Plan
- How to move refinance prospects to different queue?
- SMTP Configuration for Office 365 (MFA Enabled)
- Is my Data safe inside Sherlok?
- How do i enter my API information? (Connective Brokers Only)
- SMTP / Email Send Configuration
- I have just created my account. What should I do?
- Add or Update Credit Card Details
- Auto Email Forwarding for Outlook
- Domain Verification Process
- Sherlok does not work with my aggregator, what should I do?