Auto Email Forwarding for Outlook (Internal Reprice Emails)

Auto Email Forwarding for Outlook (Internal Reprice Emails)

In some cases, smaller lenders may ask you to submit reprices via your email. Sherlok will handle the hard part by creating a template for you to forward.

If you're focused on writing loans and have support staff using Sherlok, we recommend setting up an auto-forward rule to send these directly to your Sherlok champion. It's quick and easy—just a 5-minute setup!

1. Click "File" in the top left hand corner




2. Click "Manage Rules and Alerts"



3. Select "New Rule"



4. Select "Apply Rule on messages I receive" > "Next"



5. Select "from people or public group" > In step 2 select the "people or public group" link, enter reprice@sherlok.com.au in the "From" section > Click "Ok" > Next



6. Select Next, select "forward it to people or public group" - In step 2 select "people or public group" and enter your Sherlok users email address in the "To" section.





7. "Save/APPLY" - Outlook 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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