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How can I change the type of response email after a reprice?

Sherlok empowers brokers with the flexibility to personalise client emails after repricing. Decide whether to include or exclude comparison details in your message by toggling options in the lender response menu. This streamlined process ensures your clients receive clear, customised communication.

Brokers can personalise the email content sent to clients by selecting between two options: emails with included comparisons or excluded comparisons. Here’s how to customise your email content:

  1. Access the Reprices Module: Go to the Reprices section in the platform.
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  2. Locate the Lender Response Menu: Find the specific reprice request for which you want to send an email. Then, click "View Email".
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  3. Select Email Type: Toggle between "Include Comparisons" or "Exclude Comparisons" to choose the email format that best fits your client’s needs.
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✍️ This customisation feature helps ensure clear and tailored communication for each client scenario.