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!

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