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Uploading Your Compliance Documents

This guide walks AFG brokers through how to download their Credit Guide and Privacy Policy and add them to Sherlok.

Uploading your compliance documents ensures that Instant Apply is compliant and up to date. 

NOTE: If your Credit Guide and Privacy Policy are already hosted on your website, you can skip straight to Step 3. 

 

Step 1: Download Your Credit Guide and Privacy Policy 

You can download your Credit Guide and Privacy Policy from the Integrations section of Broker Engine. 

  1. Click your profile icon in the bottom-left corner and select settings

  2. Click Suite 360 Integrations

  3. Download your Credit Guide and Privacy Policy 

 

Step 2: Create a Public Link for Sherlok 

Sherlok requires a public URL to your documents. To do this, upload the files to a cloud storage service such as Google Drive, OneDrive, or Dropbox. 

  1. Upload your Credit Guide and Privacy Policy PDFs to your chosen drive
  2. Copy the link to each PDF 
  3. Ensure the sharing settings allow anyone with the link to view

Note: This step can vary depending on the storage provider you use, which is why screenshots are not included. 

 

Step 3: Add the Link to Sherlok 

Once you have a public link, add it to Sherlok. 

  1. In Sherlok, click your name in the top-right corner 
  2. Select Control Panel 
  3. Click Compliance Documents 
  4. Paste the link into the “Privacy Statement and Credit Guide URL” field 
  5. Click Update