Broker Email Template: Introducing Sherlok & RateTraker to Clients

Hi [Client’s Name],

We’re always looking for ways to leverage technology that helps our clients 
achieve better financial outcomes, which is why we are pleased to introduce you
to a new tool I’m using to help you keep your home loan rates competitive. It’s 
called Sherlok's RateTraker, and it enables me to monitor your interest rates 
24/7.

With your consent to connect your loan account, I’ll be alerted the moment your
rate becomes uncompetitive, allowing me to request a reduction from your 
lender to save you money over the life of your loan. Other clients who’ve opted 
in have already saved thousands in interest through this process!

Why this is available now:
Before, I didn’t have a way to track your rate in real time. Now, RateTraker lets 
me do it automatically, so I can take immediate action when needed. And for 
peace of mind, Sherlok is an Australian platform, protected by the government-
backed Open Banking framework, ensuring your data remains secure.

What if you choose not to connect your account?
If you decide not to provide consent, I won’t be able to actively monitor your 
rate, meaning potential savings could be missed if your rate becomes 
uncompetitive.

My goal is to keep your rates competitive and act proactively so you can relax, 
knowing I’m keeping an eye on it for you. So, if you receive an email from 
Sherlok or us requesting you to update your loan info, this is why.

If you have any questions or need help connecting your account, please feel free
to reach out—I’m happy to help!

Thanks,
[BROKER NAME]