Is there an option for brokers to input loan details to trigger a reprice?
Not at the moment. We are working on some updates that will give brokers the option of multiple repricing methods. You can expect this update to be available in mid-2023.
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Can I schedule a future reprice?
Brokers have the option to set a future reprice date for the client. To do this, search the client in the client's menu and click the cog icon in the Actions menu on the right-hand side. See below.
How do I restart a reprice? (From In Progress and Require Action tab)
In order to restart a loan for repricing you must first ensure that the loan is in the completed tab and manually trigger Sherlok to reprice. If the pricing request you wish to restart is sitting in "In Progress", click the orange cross button, ...
Can I schedule a future reprice?
Brokers have the option to set a future reprice date for the client. To do this, search the client in the client's menu and click the cog icon in the Actions menu on the right-hand side. See below.
What does Sherlok base my weekly reprice queue on?
Sherlok’s proprietary AI monitors over your loan book, using over 150 data points to predict which clients have the highest churn risk and adds them to the queue for repricing as a priority. You can always manually trigger a reprice for other ...
How can I check the status of a reprice?
You can view what Sherlok is waiting on in the left-hand column "Sherlok Waiting On" This will outline whether Sherlok is waiting on the Client or the Lender. Sherlok is waiting on the Client: If Sherlok is waiting on the Client, it means the ...