How to Open Lender portals through Sherlok
To access the Lender Portal in the Sherlok follow these steps:
- Navigate to the Nav menu.
- Scroll down to find the pricing request you are interested in viewing the lender.
- Click on the "Reprice details" button, which is represented by a pencil icon.
- In the Broker section, locate the "Open portal" button and click on it.
By following these instructions, you will be able to open the lender portal associated with the specific pricing request you're working with in Sherlok Reprices.
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. (See Below)
Sherlok's Data Collection Methods
When you approve Sherlok to reprice, a pop-up will appear, presenting the options that Sherlok can take to collect the data. Option 1 - Client Portal Sherlok will send your clients an SMS and email asking them to provide updated loan information via ...
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 ...
Can Sherlok reprice orphan book clients?
Sherlok may be able to reprice Orphan book loans based on the lender's policy. Refer to the list below to identify lenders that reprice orphan book loans: ANZ Commonwealth Bank NAB Westpac Macquarie ING AFG AMP Suncorp ME Bank Bank of Melbourne St. ...
What if the lender doesn’t reduce the rate do I still have to pay for data collection?
You will be charged for the data collection, which needs to happen before we receive the pricing outcome. It's unfortunate if the lender doesn’t reduce the rate, but rest assured, Sherlok will challenge and escalate rates that are not competitive to ...