What is the Customer Portal?

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 idea of your client's user experience through this demo of the Customer Portal
    • Related Articles

    • 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 ...
    • 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. 
    • 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 ...
    • Is the Customer Portal an additional cost?

      No the connection to the CDR portal does not cost extra at this stage. We've added this feature for free to all Sherlok Brokers and Sherlok is covering the connection costs.