Does Sherlok do bulk repricing?
No, Sherlok will not allow you to bulk reprice. For two reasons
- You’d be inundated with work and Sherlok is trying to make your life easier not harder and
- Sherlok doesn’t want to overload the lenders systems and impact their SLAs
Our DTTP policy covers this in more detail if you want some light reading.
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How do I get Sherlok to reprice a specific client?
To reprice specific clients on Sherlok, follow these steps: Go to the "Client" section in the navigation menu. Use the search function to find the desired client by either their name or loan number. If the client has multiple loans, you can filter ...Sherlok repricing process, a detailed look at what happens.
Sherlok repricing process, a look at what happens.. Each week, Sherlok queues your highest retention risk loans for you to approve for repricing. This is based on our AI technology that predicts client churn. Click here to read more on our A.I. ...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, ...Sherlok's Data Collection Methods
When you approve Sherlok to reprice, a pop-up will appear, presenting the options that Sherlok can take to collect the data. Option 1 - Client Portal Sherlok will send your clients an SMS and email asking them to provide updated loan information via ...Keep your Sherlok Profile Active
This covers information as to when the system identifies that your profile is inactive, what happens during your inactive profile status, and how to get your profile active. Why am I receiving an email stating that my Sherlok profile is inactive? If ...