I have just created my account. What should I do?

Step 1: Get your data

Import your data by completing the onboarding wizard. This is a 5-minute process that is personalised and unique to your aggregator. After completion, your data will be imported within 24 - 48 hours.

You can use this time to learn how to use Sherlok and set up your broker profile

Step 2: Learn how to use Sherlok

The best way to learn how to use Sherlok is to book a training session. You can do so via this link. In our 30-minute training sessions, a member of our team will run you through the platform whilst answering any questions you might have.

If you prefer DIY on-demand training, check out the video below which will give you a strong foundation for the workflow of Sherlok and help you get up and running.

Step 3: Personalise your Account

Sherlok likes to work in the background making the broker the Hero! As all brokers have different circumstances and styles. So personalisation is a big part of the platform.

Your Account

In your account menu, you will find basic account information that Sherlok requires to help your account run efficiently.

Please don't forget to upload your logo down the bottom. This will aid Sherlok in branding all correspondence as yourself.

Accepted file formats: png, jpg, jpeg

Control Panel

In the control panel, you can tailor Sherlok’s engine to suit your business.

Sherlok System allows you to edit how and how hard Sherlok works for you.
In Lender Selection, you can turn lenders on or off for refinance comparisons.
Email Template Editor will allow you to make Sherlok’s correspondence sound more like you.
Email Send Configuration allows Sherlok to send emails from your email address instead of our generic Sherlok email address