Getting Started
How many reprices can I submit during a trial?
During the Sherlok trial, brokers receive a credit of 6 reprices. This allows them to enhance their understanding of Sherlok's functionality while achieving excellent reprice results.
How do I get access to the portal?
The best way to get access to the Sherlok Portal is to sign up for the 14-day free trial, no credit card required and it’s just enough time to experience the magic of single-click repricing and refinancing. Once you’re ready to pay for a ...
Choose Your Plan
Here's a guide to navigating Sherlok to select your preferred subscription while updating your payment information. Log in to your Sherlok Profile. Click on your name in the top right corner of the portal. Select "Billing and Subscriptions" from the ...
Aggregator Onboarding Matrix
The provided information explains how brokers can pull their data into Sherlok when they sign up, with different steps required depending on their aggregator. It outlines the specific methods used for each aggregator to integrate their data with ...
Add or Update Credit Card Details
Here's how to add/update a card from the portal: 1. Access your Sherlok Profile by signing in. 2. In the top right corner of the portal, click on your name. 3. From the drop-down menu, choose "Billing and Subscriptions" to open a new page. 4. ...
How do i enter my API information? (Connective Brokers Only)
If you aggregate with Connective, Sherlok requires your API information. To enter this, click the broker name (in the top right hand corner) > Third Party Credentials. See below. Your API information can be found in the integrations tab in Mercury
Onboarding Checklist - Connective Brokers
Sherlok Onboarding Checklist - AFG Brokers
Is there a particular browser that works better than others for Sherlok?
Chrome and Firefox are the preferred browsers for Sherlok.
I have just created my account. What should I do?
Step 1: Get your data Import your data by completing the onboarding wizard. This is a 5-minute process that is personalised and unique to your aggregator. After completion, your data will be imported within 24 - 48 hours. You can use this time to ...
Is my Data safe inside Sherlok?
Yes, rest assured your data is safe inside the Sherlok servers. Sherlok has been independently assessed and certified for ISO27001:2022. Keeping broker and consumer data safe and secure is a huge responsibility and a top priority for Sherlok. We work ...
Can I get some training on how to use Sherlok?
We have a number of options for you to learn about Sherlok. From a 15-minute phone call to a 1 on 1 Personalised Training Session, you're sure to find something to suit your schedule and needs. Click here to find out more and set up a time with a ...
Sherlok does not work with my aggregator, what should I do?
Let your aggregator know that Sherlok is ready and keen to start working with them. Speak to your BDM or state manager and ask them when you can start using Sherlok to automate your repricing and refinancing…this will keep it front of mind, and ...