Sherlok RateTraker

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 with your clients.

Steps to Use RateTraker:

  1. Log in to Sherlok:

    • Access your Sherlok account.

  2. Navigate to RateTraker:

    • On the left panel, click on RateTraker to view the status of the invites you've sent.

  3. Invite Your Clients:

    • You have two options to invite clients:

    Option 1: Bulk Invite

    • Click the Bulk Invite button.
    • Select the clients you wish to invite (up to a maximum of 50 clients).
    • Note: Invitations will be sent using your name, brokerage, profile picture, and logo.

    Option 2: Individual Invite

    • Click the Invite to RateTraker button.
    • Fill in the required information in the pop-up form.
    • Preview: You can preview the invite before sending it.
    • Rating Display: Choose whether to show the rating to your clients or uncheck it if you prefer not to display it.
    • Send Email: If you wish to manually send the invite, uncheck the Send Email option to generate an invite link instead.

Your clients will receive the invitation to join RateTraker, giving them access to the most competitive home loan rates. See below RateTraker Demo:


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