How can I resend the Client Portal link to my Client
Resending the Client Portal Invitation link is a great option if clients:
- Experiencing an issue with the portal
- Have changed their email address
- Can't find the initial email
Step 1: Cancel the Reprice
Brokers can cancel a reprice at any time. To do this, click Reprices > In progress > Find the client and click the X button. See below.
Step 2: Manually Trigger the Reprice
In the Clients section on the left hand nav panel, use the search function to find the client and click the reprice button in the right-hand side actions menu. See below.
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How do I get Sherlok to reprice a specific client?
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Sherlok does have the option of disabling clients. Sherlok will not queue up clients that are disabled. You can disable a client by searching them in the Clients menu > Status > Enable / Disabled. See below.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'. ...