How to turn Client Portal email reminders On/Off
Brokers can turn email reminders off for all clients. To do this, click the Broker Name in the top right-hand corner > Control Panel. See below.
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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 ...How can I resend the Client Portal link to my Client
Resending the Client Portal Invitation link is a great option if clients: Experiencing an issue with the portal Have changed their email address Can't find the initial email Step 1: Cancel the Reprice Brokers can cancel a reprice at any time. To do ...How do I get Sherlok to reprice a specific client?
To reprice specific clients on Sherlok, follow these steps: Go to the "Client" section in the navigation menu. Use the search function to find the desired client by either their name or loan number. If the client has multiple loans, you can filter ...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)My clients are concerned about clicking the pre-reprice data collection email link due to increased awareness of scams.
Given the increased number of data breaches in the past year, it is understandable that some clients are wary of clicking on email links. However, there are features within Sherlok that can help build trust in the credibility of the Client Portal. ...