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Reviewing your Macquarie clients in Sherlok

Streamline your Macquarie repricing with Sherlok, a secure solution that meets Macquarie’s security expectations by eliminating the need for support staff access or storing lender credentials.


Sherlok will continuously track and identify clients who may need a reprice and queue them for your review, allowing you to decide whether or not to initiate the reprice within the system. Follow these step-by-step instructions to reprice your Macquarie loans efficiently and securely:

ℹ️ This reprice will not count towards your plan's available reprices.

 How this works:
  1. Log in to Sherlok
    Access your Sherlok account.

  2. Navigate to the Reprices or Clients Module
    On the left panel, click on Clients / Reprices to initiate a reprice. 

  3. Trigger Macquarie reprices:
    • Click Reprice now. 
    • Review the loan data pre-populated in Sherlok using your Macquarie Bank portal by clicking on "Go to Macquarie Bank Portal"

    ℹ️ If your client has an active RateTraker consent, the loan details will be up-to-date and locked.






    • From there, log in with your credentials and search for the client’s loan data.

      ⚠️ It is crucial to ensure that loan data is accurate and up to date before repricing. If this information is incorrect, it may negatively affect the reprice outcome.

    • Input all required loan data in Sherlok.





    • In the Macquarie Bank Portal, just simply click the "Request rate review" button to submit a pricing request.







  4. Once the pricing has been lodged by yourself, click "I have submitted the reprice to Macquarie Bank."






  5. Once updated in Sherlok, you can send your clients a reprice outcome email as usual.

ℹ️If auto-forwarding is set up, the lender's response will be automatically forwarded, and the reprice outcome should be received within three (3) business days.