Can I schedule a future reprice?

Brokers have the option to set a future reprice date for the client. To do this, search the client in the client's menu and click the cog icon in the Actions menu on the right-hand side. See below.     

• Related Articles

• Can I schedule a future reprice?

  Brokers have the option to set a future reprice date for the client. To do this, search the client in the client's menu and click the cog icon in the Actions menu on the right-hand side. See below. ​

• Sherlok's Pre-Reprice Email Reminder Schedule

  Once a broker approves a reprice, if the client has not consented to Open Banking in the last 12 months, Sherlok will send a Client Portal Pre-Reprice Data Collection email within one minute of approval. Sherlok will continue to send the client ...

• How do I restart a reprice? (From In Progress and Require Action tab)

  In order to restart a loan for repricing you must first ensure that the loan is in the completed tab and manually trigger Sherlok to reprice. If the pricing request you wish to restart is sitting in "In Progress", click the orange cross button, ...

• Can Sherlok reprice orphan book clients?

  Sherlok may be able to reprice Orphan book loans based on the lender's policy. Refer to the list below to identify lenders that reprice orphan book loans: ANZ Commonwealth Bank NAB Westpac Macquarie ING AFG AMP Suncorp ME Bank Bank of Melbourne St. ...

• Why was my client’s reprice cancelled?

  When a reprice is cancelled, it either means that the loan was cancelled by yourself, or it was cancelled by Sherlok.  If it was cancelled by Sherlok, you can find the reason in the comments section as shown below.