Aggregator Onboarding Matrix

Aggregator Onboarding Matrix

The provided information explains how brokers can pull their data into Sherlok when they sign up, with different steps required depending on their aggregator. It outlines the specific methods used for each aggregator to integrate their data with Sherlok.


Aggregator

System

Requirements

AFG

Direct Integration into Flex

A Flex ID must be entered into Sherlok

MAB

Direct Integration into Flex

A Flex ID must be entered into Sherlok

Connective

API Integration into Mercury

Broker must enter/upload:


  • API Key


  • API Token


  • Commission Report

SFG

CRM Scraper into SalesTrekker

Broker must enter/upload:


  • SalesTrekker Username & Password


  • Commission Report


**Incompatible when MFA is enabled**

Oursource Financial 

CRM Scraper into SalesTrekker

Broker must enter/upload:


  • SalesTrekker Username & Password


  • Commission Report


**Incompatible when MFA is enabled**



MLB (My Local Broker)

CRM Scraper into SalesTrekker

Broker must enter/upload: 


  • SalesTrekker Username & Password


  • Commission Report


**Incompatible when MFA is enabled**


Finsure

No Integration in place

Broker must: 


  • Upload Commission report


  • Fill in missing loan, applicant and property details

LMG

No Integration in place

No onboarding method as yet: Brokers are added to the waitlist, until an integration is in place.

NMB

No Integration in place

No onboarding method as yet: Brokers are added to the waitlist, until an integration is in place.