Sherlok: One Pager for the Broker - WHAT IS RATETRAKER

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• 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 ...

• 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 ...

• I sent a test email but it comes from hello@sherlok.com.au

  Once Broker's domain is VERIFIED, all emails will sent from their email address. However, Test emails will ALWAYS come from hello@sherlok.com.au. See Below.