Why was my client’s reprice cancelled?
When a reprice is cancelled, it either means that the loan was cancelled by yourself, or it was cancelled by Sherlok.
If it was cancelled by Sherlok, you can find the reason in the comments section as shown below.
Can I schedule a future reprice?
Brokers have the option to set a future reprice date for the client. To do this, search the client in the client's menu and click the cog icon in the Actions menu on the right-hand side. See below.
How do I restart a reprice? (From In Progress and Require Action tab)
In order to restart a loan for repricing you must first ensure that the loan is in the completed tab and manually trigger Sherlok to reprice. If the pricing request you wish to restart is sitting in "In Progress", click the orange cross button, ...
What does "Cancelled - No Client Response" mean?
If a customer fails to finish the process on the Customer Portal within 8 days after submitting a reprice request, Sherlok will move the reprice to the Lender Response Tab. See below. You can archive this request by clicking 'Preview and send email'. ...
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 ...
How can I resend the Client Portal link to my Client
Resending the Client Portal Invitation link is a great option if clients: Experiencing an issue with the portal Have changed their email address Can't find the initial email Step 1: Cancel the Reprice Brokers can cancel a reprice at any time. To do ...