The launch of our Customer Portal that uses Open Banking is an exciting time in the industry and you’re leading the way as Australia’s first brokers to access open banking.
What does this mean for Sherlok customers?
When you approve a reprice in Sherlok, you will be given three options to collect your clients loan data (which is the first step in the reprice process). The first option is the Customer Portalclients will be asked to provide updated loan data by connecting to open banking or manually updating their details using your broker branded portal. Once this has been completed, your clients will receive one of the following notifications:
If your clients consent to open banking, you will have a live feed of their loan data for 12 months in Sherlok. No more calling the banks to get info. How good is that!
You can view the customer portal by clicking this link.
Here’s what you need to do to prepare your clients:
Please give us feedback about how this is being received by your clients - any push back, questions, comments - the good the bad and the ugly, we need to hear it to improve (the best way to share is via the Chat in the Sherlok Portal).