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How to Update the Customisable Refinance Savings Threshold

Sherlok displays the two lowest offers, including at least one variable, with a minimum savings of $1,000 if the client switches. Update the minimum savings amount in the Control Panel under Refinance Settings to adjust the threshold and increase the chances of showing a variable offer.

You can adjust your refinance savings threshold to match your preferences by following these steps:
  1. Log in to your Sherlok profile. Click on your profile name or picture at the top right of the website.

  2. Select Control Panel from the drop-down menu.

  3. Navigate to the Refinance Settings tab.

  4. Update the savings threshold to your preferred value.

    Refinance min settings

  5. Click Update to save the changes.

    Screenshot 2025-02-19 112757

Your new savings threshold will now be applied automatically.