What is Lender Selection module?

The Lender Selection module is a section in the Control Panel where you can add or remove any lenders that you are accredited with and whether you want Sherlok to consider them for refinance comparisons. You can access this module by clicking the profile button, and selecting and clicking  Control Panel as shown below.

Lender: Lists the Lenders name in alphabetical order

Accredited: Can be toggled Yes or No if you want to add or remove a Lender in your Sherlok Portal.

Refinance comparison: Can be toggled Yes or No if you would like a lender included in the Refinance Comparisons section of the client email.

Accredited lenders will appear in Third-Party Credentials menu if Sherlok requires it.

 

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