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.
Related Articles
I sent a test email but it comes from hello@sherlok.com.au
Once Broker's domain is VERIFIED, all emails will sent from their email address. However, Test emails will ALWAYS come from hello@sherlok.com.au. See Below.Sherlok's Data Processing & Security Overview for Brokers
Introduction Keeping broker and consumer data safe and secure is a huge responsibility and a top priority for Sherlok. We work hard to protect our customers (Brokers) and their customers (consumers) from current threats. We store all our own ...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 reprice@sherlok.com.au. Sherlok will then confirm and apply the new rate. After this process is completed, you will find the updated rate in the "Lender ...FAQs on Sherlok's Data Processing & Security
What measures does Sherlok take to ensure data security? Sherlok prioritizes the security of both broker and consumer data. We employ robust security practices, including engaging independent security reviewers and auditors, continuous compliance ...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