Sherlok's Pre-Reprice Email Reminder Schedule
Once a broker approves a reprice, if the client has not consented to Open Banking in the last 12 months, Sherlok will send a Client Portal Pre-Reprice Data Collection email within one minute of approval.
Sherlok will continue to send the client reminders on schedule below:
- 1 day after the initial approval
- 2 days after the initial approval
- 5 days after the initial approval
If the client has not consented after 8 days, Sherlok will move the reprice to the Lender Response tab for you to action.
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, ...
Why was my client’s reprice cancelled?
When a reprice is cancelled, it either means that the loan was cancelled by yourself, or it was cancelled by Sherlok. If it was cancelled by Sherlok, you can find the reason in the comments section as shown below.
My clients are concerned about clicking the pre-reprice data collection email link due to increased awareness of scams.
Given the increased number of data breaches in the past year, it is understandable that some clients are wary of clicking on email links. However, there are features within Sherlok that can help build trust in the credibility of the Client Portal. ...
What email address does Sherlok Send from?
Sherlok’s stock email sender domain is email@example.com. This means that when the client views this, it will display as the broker name in the icon bubble, If the broker's name is clicked, firstname.lastname@example.org will be displayed. Sherlok gives ...