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
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 ...
How does Sherlok know if a loan has been discharged?
Sherlok relies on the Discharge/Inactive status from Flex. Our development team is currently working on a solution that will mark a loan as discharged if the commission has not been paid for two consecutive months. This fix is in progress.
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 ...
Where can I update my CRM details?
You can update CRM details by clicking the Broker Name in the top right-hand corner > Third-Party Credentials. 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.