Related Articles
How can I add a lender to my Sherlok panel?
Brokers have the ability to add lenders to their Sherlok panel. To do this, click the broker name in the top-right hand corner > Control Panel > Lender Selection. Accredited lenders will appear in Third-Party Credentials menu if Sherlok requires it
What is Lender Selection module?
The Lender Selection module is a section in the Control Panel where you can add or remove any lenders that you are accredited with and whether you want Sherlok to consider them for refinance comparisons. You can access this module by clicking the ...
How do I update my broker details (dob, driver's license, business address, etc.)?
To update your broker details, including your date of birth, driver's license number, and business address, please follow these steps: Click on your profile name in the upper right-hand corner of the portal. Select "Your Account." Click on the field ...
AWebers Email Authentication Process
Making your emails stand out Imagine a large, fast-flowing river. It’s autumn, so there are leaves floating down the river. I ask you to jump into the river and get me a leaf with my name written on it that fell from a specific tree. Now imagine that ...
Auto Email Forwarding for Gmail
When Sherlok reprices a loan, many lenders will email the pricing result to the broker, who then needs to forward it back to Sherlok. Brokers can automate this process on their end by setting up email forwarding rules. It's easy and will only take 5 ...