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 minutes.
1. Go to outlook, then contacts…click on ‘new contact group’
2. When that opens click on the name area and name this list ‘Sherlok Reprice Responses’ or something similar…
3. Click on the “ADD Members” button in the ribbon…and then select from Address book
4. Then copy all the email addresses from the word doc/lender email list below and paste them into the space at the bottom of the window next to “members” then click OK.
5. You also then need to add the reprice email as a contact…you can do this separately by adding a new contact, call it ‘Sherlok Reprice Team’ email address email@example.com
6. Then go to FILE (top left of outlook) select rules and alerts…
7. Create a new rule and select “apply this rule when message arrives from” – then select from your address book your ‘Sherlok Reprice Responses’ contact list
8. Then select “forward to” – and select “Sherlok Reprice Team” option from Address book
9. Save/APPLY etc…It will now forward responses from ALL those lenders on that email list directly to us for completion and save you ever having to open and then re-send them manually
You can also refer to a video on this process via YouTube here
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