How do I get access to the portal?
The best way to get access to the Sherlok Portal is to sign up for the 21-day free trial, no credit card required and it’s just enough time to experience the magic of single-click repricing and refinancing.
Once you’re ready to pay for a subscription, you can choose the plan that suits your needs, you can go annually and save or roll month to month with no lock-in contract, the choice is yours.
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Can I get some training on how to use Sherlok?
We have a number of options for you to learn about Sherlok. From a 15-minute phone call to a 1 on 1 Personalised Training Session, you're sure to find something to suit your schedule and needs. Click here to find out more and set up a time with a ...
Add or Update Credit Card Details
Here's how to add/update a card from the portal: 1. Access your Sherlok Profile by signing in. 2. In the top right corner of the portal, click on your name. 3. From the drop-down menu, choose "Billing and Subscriptions" to open a new page. 4. ...
Sherlok Onboarding Checklist - AFG Brokers
Onboarding Checklist - Connective Brokers
Choose Your Plan
Here's a guide to navigating Sherlok to select your preferred subscription while updating your payment information. Log in to your Sherlok Profile. Click on your name in the top right corner of the portal. Select "Billing and Subscriptions" from the ...