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. Click here
for more information.
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 ...
What if the lender doesn’t reduce the rate do I still have to pay for data collection?
You will be charged for the data collection, which needs to happen before we receive the pricing outcome. It's unfortunate if the lender doesn’t reduce the rate, but rest assured, Sherlok will challenge and escalate rates that are not competitive to ...
Sherlok's Data Collection Methods
When you approve Sherlok to reprice, a pop-up will appear, presenting the options that Sherlok can take to collect the data. Option 1 - Client Portal Sherlok will send your clients an SMS and email asking them to provide updated loan information via ...
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, ...
How do I get Sherlok to reprice a specific client?
To reprice specific clients on Sherlok, follow these steps: Go to the "Client" section in the navigation menu. Use the search function to find the desired client by either their name or loan number. If the client has multiple loans, you can filter ...