The Sherlok System (Control Panel)

The Sherlok System (Control Panel)

The Sherlok System, located in the Control Panel, allows you to control and customize the functionality of Sherlok according to your needs. To access this module, follow these steps:

  1. Click on the profile button.
  2. From the dropdown menu, select "Control Panel".
  3. In the Control Panel, you will find the Sherlok System tab as the first tab.


The Sherlok System tab provides various settings that you can adjust to tailor Sherlok's behavior. Here are the available options:

  1. Turn Sherlok ON or OFF*: Use the toggle switch to pause or resume the reprice and refinance engine.

  2. Maximum refinance leads per month: Adjust this setting to increase or decrease the number of refinance leads generated.

  3. Email address for refinance lead notifications: Specify the email address where you want to receive notifications for refinance leads.

  4. Copy broker on all client communication: Choose whether to include, CC, or BCC the broker in any client communication.

  5. Action notification email: Set the recipient email address for notifications sent by Sherlok.

  6. Enable Orphan Book support: Activate this feature to use an alternate email address if the Loan Writer Name differs from the Account Name.

  7. Send customer portal reminders*: Toggle this option on or off to enable or disable reminders sent to customers via SMS or email, prompting them to update their loan data through the customer portal.

It's important to note that reprices cannot be processed until customers have updated their loan information. If customers fail to complete this step within a couple of weeks, Sherlok will cancel the reprice and notify you in the Sherlok portal by moving the reprice to the "Lender Response" tab.


By utilizing the Sherlok System settings, you can configure Sherlok to align with your preferences and requirements for efficient use of the platform.


Please note that pausing the reprice/refinance engine does not affect your subscription; it only stops the engine's functionality temporarily.


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