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 Customer window, Click on the pencil button next to the client's email address that requires modification, as indicated below.
By following these instructions, you will be able to easily edit the email address for the desired client within Sherlok.
I sent a test email but it comes from email@example.com
Once Broker's domain is VERIFIED, all emails will sent from their email address. However, Test emails will ALWAYS come from firstname.lastname@example.org. See Below.
I Recieved an Email From a Lender About a Reprice
If a lender sends you any email regarding an ongoing Sherlok reprice, kindly forward it to email@example.com. Sherlok will then confirm and apply the new rate. After this process is completed, you will find the updated rate in the "Lender ...
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
How does Sherlok calculate LVR?
Sherlok has internal algorithms to calculate the security property's value. Matching that with the updated Owing Amount after the updated data has been collected gives us a good indication of the current LVR.
Can Sherlok update my CRM?
We need a two-way integration between Sherlok and your CRM to be able to update your CRM data. We’re enthusiastically trying to work with all of the other aggregators to get this set up too - it’s a work in progress, but if you want to give your ...