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How do I upload my Commission Files? Connective

Easily upload your commission files to Sherlok in just a few clicks. This guide explains how to access the Commission Report and upload your files for seamless tracking.

We recommend uploading your commission reports as you receive them and Sherlok will match your data from your CRM. Any unmatched data will be available in the Loans with Missing Data feature allowing you to fill in the missing details and convert it to a client.
 
  1. Log in to Sherlok.
    Use your credentials to access the platform.
  2. Access the Commission Report.
    From the menu on the left-hand side, click on Commission Report.
  3. Upload Your Commission File.
    Click Upload Commission Files. This will open your computer’s file explorer.
  4. Choose Your File.
    Locate and select the file you want to upload.
  5. Upload to Sherlok.
    Click Open to upload the file into Sherlok.

    Commission Files-2