Can Sherlok update my CRM?

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• Where can I update my CRM details?

  You can update CRM details by clicking the Broker Name in the top right-hand corner > Third-Party Credentials. See Below. ​ ​

• If I add clients from a previous aggregator to my current CRM, will Sherlok be able to import it?

  No, Sherlok needs to match the basic details found in the CRM with data accessed on the original commission report.

• Sherlok's Data Processing & Security Overview for Brokers

  Introduction Keeping broker and consumer data safe and secure is a huge responsibility and a top priority for Sherlok. We work hard to protect our customers (Brokers) and their customers (consumers) from current threats. We store all our own ...

• How to edit customer email in Sherlok?

  To update a client's email address in Sherlok, please follow these steps: Access the broker's portal in Sherlok. Locate and select the Clients Menu. Search for the specific client whose email address you want to edit via the search field. In the ...

• If i've refixed a loan, can I update Sherlok?

  Yes, brokers can edit all basic loan details. To do this, click the client's name > navigate the section you wish to edit> click the Icon. See below