How can I change the type of response email after a reprice?

Brokers have the option to decide which email they want to send their clients. The two emails after the repricing are the included comparisons and excluded comparisons. To switch between the two, click Preview and Send email > Include / Exclude comparisons in the lender response menu of the reprices module. See below.

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• How do I move Lender Reprice Responses to completed?

  If you do not wish to send the client an email once the reprice has been completed, Click Send Email > Select your email template > Move to Completed. (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 ...

• What does "Cancelled - No Client Response" mean?

  If a customer fails to finish the process on the Customer Portal within 8 days after submitting a reprice request, Sherlok will move the reprice to the Lender Response Tab. See below. You can archive this request by clicking 'Preview and send email'. ...

• 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.

• How can I check the status of a reprice?

  You can view what Sherlok is waiting on in the left-hand column "Sherlok Waiting On"  This will outline whether Sherlok is waiting on the Client or the Lender.  Sherlok is waiting on the Client:  If Sherlok is waiting on the Client, it means the ...