Why are some of my clients missing?
Sherlok may not be able to match 100% of your loan book. This is usually due to these four reasons:
- You have a purchased loan book - Depending on your aggregator, Sherlok may not be able to import orphan clients.
- You have switched aggregators - Currently, Sherlok can only import clients from your existing aggregator.
- Sherlok cannot match the details from your commission file to your CRM.
- There is critical information missing in your CRM that is essential for Sherlok to reprice.
Related Articles
If I add clients from a previous aggregator to my current CRM, will Sherlok be able to import it?
No, Sherlok needs to match the basic details found in the CRM with data accessed on the original commission report.
How do I upload my Commission Files
We recommend uploading your commission reports as you receive them and Sherlok will match your data from your CRM. Any unmatched data will be available in the Loans with Missing Data feature allowing you to fill in the missing details and convert it ...
Sherlok's Data Processing & Security Overview for Brokers
Introduction Keeping broker and consumer data safe and secure is a huge responsibility and a top priority for Sherlok. We work hard to protect our customers (Brokers) and their customers (consumers) from current threats. We store all our own ...
How to edit customer email in Sherlok?
To update a client's email address in Sherlok, please follow these steps: Access the broker's portal in Sherlok. Locate and select the Clients Menu. Search for the specific client whose email address you want to edit via the search field. In the ...
FAQs on Sherlok's Data Processing & Security
What measures does Sherlok take to ensure data security? Sherlok prioritizes the security of both broker and consumer data. We employ robust security practices, including engaging independent security reviewers and auditors, continuous compliance ...