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
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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.
Sherlok RateTraker
Sherlok RateTraker helps you monitor your clients' home loan interest rates continuously, ensuring they always have the most competitive rates. This tool enhances client retention, builds trust, and allows you to maintain a proactive relationship ...
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 ...
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 ...