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Sherlok Knowledge Base
InstantAPPLY
InstantAPPLY
Sherlok’s fastest way to collect client data and prepare submission-ready applications.
What is InstantAPPLY?
How InstantAPPLY Works?
Connecting Quickli to InstantAPPLY
What Happens After Client Submission?
Uploading Your Compliance Documents
Sending Information from InstantAPPLY to Flex and Broker Engine
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Guide Videos
How to Invite Clients to InstantAPPLY
Different Use Cases of InstantAPPLY Signup Links
Running a Client Scenario End to End
Liabilities
Expense Categorisation
Product Search
Supporting Docs
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