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
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 ...
Yes, rest assured your data is safe inside the Sherlok servers. We have strict security protocols, pass regular third-party security audits and penetration tests and have been signed off by your aggregator. As part of AFG’s Preferred Partner ...
The best way to get access to the Sherlok Portal is to sign up for the 21-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 ...
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 ...
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 ...