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How to start inviting my clients?

The easiest and most effective way to start inviting clients to Sherlok is by using RateTraker signup links. These links let you create a single, reusable consent link you can share across multiple channels — making client onboarding simple and streamlined.

Brokers often use signup links in places like:

  • Settlement emails
  • Email newsletters (click here for some example emails) 
  • Email signatures
  • Websites
  • Referral partner communications
  • Prospect outreach

 To create a signup link:

  1. Go to the Sign Up Links section at the top right of your RateTraker menu
  2. Click New Signup Link
  3. Give your link a name
  4. Add an optional welcome message for clients who click it
  5. Choose whether or not to show interest rate ratings to your clients

 And that’s it! Your link is ready to send to clients.