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RateTraker: Generate Your Custom Signup Link

Enhance client engagement with the latest RateTraker update. This powerful Open Banking tool helps brokers monitor interest rates in real time, using predictive modelling to identify when a rate becomes uncompetitive. Stay proactive and take action swiftly to secure the best rates for your clients.

  1. Log in to your Sherlok account.

  2. Navigate to the RateTraker module from the left menu panel.
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  3. Click New Sign-Up Link to create a custom registration link.
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  4. Fill in the required fields in the dialogue box.
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  5. Click Generate Link to create the unique signup link.
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  6. The generated link will appear on the same page for easy access and sharing.
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Example of the sign-up landing page link:
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This feature simplifies client onboarding, making it easier to offer proactive rate monitoring and deliver greater value. You can watch a demo for this below.