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!
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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.