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How to Open Lender portals through Sherlok

The lender portal in Sherlok provides brokers with direct access to lender-specific information for efficient repricing management. This tool ensures seamless handling of pricing requests, saving time and improving workflow productivity.

Follow these steps to access the lender portal associated with a specific pricing request in Sherlok:

  1. Navigate to the Desired Menu: Go to the Clients or Reprices section in the left-hand navigation panel.
    Slide1-3
  2. Locate the Pricing Request: Search or scroll down to find the pricing request you wish to view.
    Slide2-3
  3. Open Reprice Details: Click the Reprice Details button, represented by a pencil icon, next to the request.
    Slide3-4
  4. Access the Lender Portal: In the Broker section, click the Open Portal button to launch the lender portal.
    Slide4-4

By following these steps, you can easily open and interact with the lender portal for the specific pricing request in Sherlok.