Which lenders offer Open Banking
What is Open Banking?
Open banking is a safe and secure way for customers to share their data with third parties. Up until now, banks haven’t allowed customers to share their data without having to download bank statements. Open banking democratises consumer loan and ...
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 ...
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 ...
Can I opt out of the Customer Portal?
At this stage it's not a feature that you can opt out of because we need updated client loan data in order to process reprices. If your clients are uncomfortable consenting to Open Banking, then they can update the loan information manually.
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 ...