Personalisation

All about customising your Sherlok branding.

• Can I preview my draft email template?
• Can I create my own email template?
• Onboarding: Clients Module
• Onboarding: Setting up your Sherlok profile
• Onboarding: The Refinance Leads Module
• Onboarding: Orientation Video
• Can I disable data collection methods?
• How to upload a commission file

General Personalisation

• Can I turn Sherlok's Engine off?
• The Sherlok System (Control Panel)
• Does Sherlok have Multi Factor Authentication?
• How do I update my list of Accredited lenders?
• Add or Update Your Profile Photo or Logo in Sherlok

Email Personalisation

• What do I do if Auto Email Forwarding for Outlook failed?
• SMTP Configuration for Yahoo
• SMTP Configuration for Windows Live Hotmail
• Broker Email Template: Introducing Sherlok & RateTraker to Clients
• SMTP Configuration for Gmail
• SMTP Configuration for Office 365 (MFA Enabled)
• SMTP / Email Send Configuration
• SMTP Configuration for Office 365
• Domain Verification Process

Rate Traker

• Tips for Client Follow-Up to increase RateTraker Consents
• How to prepare your clients for RateTraker?
• Sample Broker Script: Intro Video for Sherlok & RateTraker