Sherlok Help Center

Knowledgebase

Here are answers to questions we’re often asked. If you can’t find an answer to your question below, give us a shout at brokersupport@sherlok.com.au

Data

Worried about your data? We got you covered

Personalisation

All about customising your Sherlok branding.

Repricing

Frequently asked questions about Repricing

Refinancing

Frequently asked questions about Refinancing

Getting Started

Want to start using Sherlok? Here is a good place to start

AFG Resources

Resources specifically designed to help our AFG brokers

Customer Portal

Live, accurate Client Loan Data at your fingertips!


    • Popular Articles

    • Auto Email Forwarding for Outlook

      When Sherlok reprices a loan, many lenders will email the pricing result to the broker, who then needs to forward it back to Sherlok. Brokers can automate this process on their end by setting up email forwarding rules. It's easy and will only take 5 ...
    • New Update: Single Click repricing flow live for NAB home loans (September 2023)

      We're thrilled to deploy our single click repricing for NAB home loans. Single click repricing is now available for NAB, CBA, BankWest, and Macquarie loans. Please note that we are not in partnership with these lenders which means you’ll get 100% ...
    • How long does a reprice take?

      In most cases, once you click ‘approve’ for repricing, you will see an outcome within a few days, however, some lenders can take up to 10 business days.
    • Can Sherlok update my CRM?

      We need a two-way integration between Sherlok and your CRM to be able to update your CRM data.  We’re enthusiastically trying to work with all of the other aggregators to get this set up too - it’s a work in progress, but if you want to give your ...
    • How do I get more reprices queued?

      You can tailor Sherlok to queue up more reprices in your “Maximum Refinance Leads per month” section. You can find this by clicking the broker name (in the top right-hand corner) > Control Panel > Sherlok System. Sherlok will tailor approximately 10x ...