What Happens After Client Submission?

🎉Data is Prefilled Automatically 

Once submitted, brokers are notified. Within the application: 

• All client information is prefilled 

• Credit reports, payslips, and bank statements can be extracted 
• Income, repayment history, liabilities, and expenses are all prefilled and visible

• Trusted data sources (e.g., Open Banking, Credit Reports) are clearly marked 

• Brokers can add or dismiss income and liabilities as needed 
• Brokers can run multiple side-by-side product comparisons to find the best-fit options for their clients and generate tailored suggestions
• Once a deal is selected, brokers can send all the collected information to Broker Engine to process it

Living expenses entered here also sync with external tools like Broker Engine. 

Need more help? Book a demo here or contact us at brokersupport@sherlok.com.au