Getting Started

Want to start using Sherlok? Here is a good place to start.

• How do I get access to the portal?
• Adding a Broker to an existing enterprise agreement
• 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?
• Elevator Pitch to explain Sherlok accurately
• How often and when do Repricing emails get sent to the customer and Broker
• How often does a CRM update data for a Broker
• SMTP Configuration for Office 365 (MFA Enabled)
• Aggregator Onboarding Matrix
• Is my Data safe inside Sherlok?
• How do i enter my API information? (Connective Brokers Only)
• Sherlok Onboarding Checklist - AFG Brokers
• Onboarding Checklist - Connective Brokers
• SMTP / Email Send Configuration
• I have just created my account. What should I do?
• SMTP Configuration for Office 365
• Add or Update Credit Card Details
• Auto Email Forwarding for Outlook
• How long does it normally take to hear back and get a lender response after requesting pricing? Thank you!
• Domain Verification Process
• Sherlok does not work with my aggregator, what should I do?
• How do we manage a billing Account for an Enterprise Group?
• Existing Discount Codes for Enterprise agreements