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.
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 ...
When should I send a lender response email?
We recommend ASAP because you want to be the one to share the good news with your own client! Usually the lender will send a communication within 48 hours after completion, so ideally you want to get in before that.
How do I restart a reprice? (From In Progress and Require Action tab)
In order to restart a loan for repricing you must first ensure that the loan is in the completed tab and manually trigger Sherlok to reprice. If the pricing request you wish to restart is sitting in "In Progress", click the orange cross button, ...
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 ...
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'. ...