How Instant Apply Works?

Accessing the InstantAPPLY Module
Brokers can find the InstantAPPLY module in their Sherlok left panel. From here, you can:
💠View existing applications
💠Open new application and copy a unique client connect links to send to clients
Creating a New Application
💠Click New Application → Name the application
💠Search and select an existing client or create a new one
💠Once created, the application appears in the dashboard
💠No data is sent to the client until you share the link
Client Journey with Client Connect
When clients open the link:
💠They accept your broker privacy policy, credit guide, and Sherlok's terms
💠They are guided through these steps:
✔️ Enter applicant details
✔️ Enter details for our credit report
✔️ Upload Payslip
✔️ Connect accounts via Open Banking

📺 For more details and a visual walkthrough on how to use Instant Apply. Watch it here!

Need more help? Book a demo here or contact us at brokersupport@sherlok.com.au

Sherlok’s Instant Apply tool uses live data to quickly prequalify clients, streamline fact-finding, and speed up loan applications.