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Sherlok Text Messages

When brokers send emails through Sherlok, a text message version is automatically included, making sure your message reaches clients on every platform. This feature guarantees a smooth and consistent communication experience, ensuring nothing gets missed, no matter how your clients prefer to receive their updates.

When brokers send emails out of the Sherlok system, it will include a text message version. See below for text message content:
  1. Approved - Exclude Comparisons 
    Hi {CustomerFirstName},

    Home loan review complete, potential savings ${PotentialYearlySavings} p.a. Check email to action.

    Thanks 

    {BrokerFirstName}, {BrokerLastName}

    {BrokerMobileNumber}
  2. Approved - Include Comparisons 
    Hi {CustomerFirstName},

    We’ve reduced your rate with {CurrentLender}. Check email for savings.

    Thanks 

    {BrokerFirstName}, {BrokerLastName} 

    {BrokerMobileNumber}
  3. Declined - Exclude Comparisons 
    Hi {CustomerFirstName},

    I’ve emailed you about your loan(s) with {CurrentLender}. See email for more info.

    Thanks 

    {BrokerFirstName}, {BrokerLastName} 

    {BrokerMobileNumber}
  4. Declined - Include Comparisons 
    Hi {CustomerFirstName},

    Home loan review complete, potential savings ${PotentialYearlySavings} p.a. Check email to action.

    Thanks 

    {BrokerFirstName}, {BrokerLastName} 

    {BrokerMobileNumber}
  5. Customer Portal - Initial Invite 
    Hi {CustomerFirstName}.

    Please action your email for {CurrentLender} rate review. 

    Thanks 

    {BrokerFirstName}, {BrokerLastName} 

    {BrokerMobileNumber}
  6. Customer Portal - Follow Up to Invite 
    Hi {CustomerFirstName}.

    Please action your email for {CurrentLender} rate review. 

    Thanks 

    {BrokerFirstName}, {BrokerLastName} 

    {BrokerMobileNumber}

📝 Note: You have the option to disable text messages when sending the email by unticking the checkbox.