What if I change my mind after I select Sherlok to collect data will I still get charged?

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• When will I get charged for data collection?

  If you select the option for a Sherlok team member to collect loan info on your behalf, you will be debited from your nominated credit card immediately. Sherlok will collate these transactions and send you a statement at the end of the month.

• 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 ...

• How does Sherlok collect the data on my behalf? What am I paying for?

  A Sherlok team member will act on your behalf and contact the lender directly, either in their portal or by phone and collect the loan info.

• 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 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 ...