What does the Customer Portal mean for your clients?
When you approve a reprice in Sherlok, your clients will be asked to provide updated loan data by connecting to open banking or manually updating their details using your broker branded portal. Once this has been completed, your clients will receive one of the following notifications:
- Their loan will be repriced to request a lower rate (the loan will be automatically queued for repricing in Sherlok)
- Their loan is fixed and you’ve made a note to review it when it expires (Sherlok will auto update the fixed rate expiry and requeued this for repricing 90 days prior to the expiry)
- Their loan has a competitive interest rate but you’ll be notified if it becomes competitive so you can request a lower rate.
If your clients consent to open banking, you will have a live feed of their loan data for 12 months in Sherlok. No more calling the banks to get info. How good is that!
Customer Portal FAQs
Brokers have been asking lots of great questions about the Customer Portal and so we have captured them all in this one place. We will continued updating this as more questions come in. Is this CDR feature an additional cost to the monthly ...
Customer Portal & Open Banking
The launch of our Customer Portal that uses Open Banking is an exciting time in the industry and you’re leading the way as Australia’s first brokers to access open banking. You should be proud to be a leader and we encourage you to lead the ...
What is the Customer Portal?
This is where we will maintain your Clients Loan Information to keep it live and up to date. If your clients consent to open banking then this data will be updated live but if they are not comfortable they can update their loan data manually. Get an ...
How to prepare your clients for the Customer Portal & Open Banking
Make sure you have SMPT or Domain Verification set up so that any emails that are sent from Sherlok are sent from your email address so that your clients know that these emails are coming from you. Check your logo and profile picture in the Sherlok ...
Watch this demo of the Customer Portal
In this pre recorded demo of the Customer Portal, Adam Grocke, Sherlok CEO & Founder explains all the features and benefits and also shares some tips on how to get your clients up to speed.