How can I view more information on a client?
If you wish to view more information on the Client, you can click the client's name. See Below.
If you wish to edit this information, you can do so by using the pencil icon.
How to read Open Banking Logs?
If customer has consented to Open Banking, the Open Banking Consent will show in the Pricing Request (see image below). Created: Shows the date when Open Banking Consent was first created. Sent: Indicates the date the Open Banking Email request was ...
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
Why does my Data Collection pop-up say "Ready to Submit"?
You will see the pop up window below, if Sherlok can already see the information in the lender portal. It's going to use that for repricing and the data collection options will not be needed. Otherwise, you will see the pop up window below:
Why are some of my clients missing?
Sherlok may not be able to match 100% of your loan book. This is usually due to these four reasons: You have a purchased loan book - Depending on your aggregator, Sherlok may not be able to import orphan clients. You have switched aggregators - ...