How does Sherlok import my data?
Sherlok imports your data based on your aggregator’s platform. With AFG, Sherlok integrates into their CRM, making the onboarding process quick and easy, taking only 5 minutes with a prebuilt onboarding wizard.
How Sherlok imports your data depends heavily on your aggregator. With AFG for example, we are fully integrated into their CRM. Once you are given access to Sherlok’s platform, the prebuilt onboarding wizard will prompt you with everything you need to do. Onboarding is simple, easy and only takes 5 minutes.