How to prepare your clients for RateTraker?

✍️ Here are our recommendations, feel free to adjust as needed:

Update your Profile: Ensure your logo and profile picture in the Sherlok portal are current, as these will be visible to your clients in RateTraker.
Create an Introductory Video: A short video explaining the value of providing Open Banking consent can go a long way in helping clients feel more comfortable with the process and understand how their data will be used to benefit them.

✨ Check out this example as a helpful guide. ✨

Here's a Sample Broker Script: Intro Video for Sherlok & RateTraker.
Send an Introductory Email: A brief email introducing your partnership with Sherlok and RateTraker can also be helpful. We’ve attached a template, which you’re welcome to tailor to best reflect your business style.

Here's a Broker Email Template: Introducing Sherlok & RateTraker to Clients
Set Up Your Nurture Sequence: Enhance client engagement by creating an automated email nurture sequence for RateTraker. This sequence helps you clearly communicate RateTraker’s benefits, educating clients on how rate monitoring can optimise their home loans and save them money.

Here's an Example email nurture sequence to introduce RateTraker to your clients

This guide outlines key steps to prepare your clients for the RateTraker invite, helping them understand its benefits and maximise Open Banking consent conversions.