Training Videos

Need some training? Look no further!

• RateTraker - Create Bulk Invite Link
• RateTraker Client Experience

Sherlok Personalisation

• Watch this demo of the Customer Portal
• RateTraker - Create Invite Link for Specific Client

AFG Training Videos

• Maximising Value as a Brokerage
• How Sherlok uses Open Banking
• How Sherlok works with Flex
• How Sherlok Works
• How to Reprice
• How to Onboard

RateTraker

• How to help your clients with RateTraker issues
• Different use cases of RateTraker in your business
• How to set up your profile to get started (logo/profile pic)
• How to Set up RateTraker Sign-up Links
• Different RateTraker Statuses and What They Mean