Personalisation

All about customising your Sherlok branding.

• Can I preview my draft email template?
• Can I create my own email template?
• Onboarding: Clients Module
• Onboarding: Setting up your Sherlok profile
• Onboarding: The Refinance Leads Module
• Onboarding: Orientation Video
• How to upload a commission file

General Personalisation

• Can I turn Sherlok's Engine off?
• The Sherlok System (Control Panel)
• Does Sherlok have Multi Factor Authentication?
• Can I disable data collection methods?
• How do I update my list of Accredited lenders?
• Add or Update Your Profile Photo or Logo in Sherlok
• How to Update the Customisable Refinance Savings Threshold
• Example email nurture sequence to introduce RateTraker to your clients
• I sent a test email but it comes from hello@sherlok.com.au
• How to turn Client Portal email reminders On/Off

Email Personalisation

• What do I do if Auto Email Forwarding for Outlook failed?
• SMTP Configuration for Yahoo
• SMTP Configuration for Windows Live Hotmail
• Create an Auto-forward rule in Outlook
• List of Lender's Email 
• Broker Email Template: Introducing Sherlok & RateTraker to Clients
• Create an Auto-forward rule in Gmail
• Sample Broker Script: Intro Video for Sherlok & RateTraker
• SMTP Configuration for Gmail
• SMTP Configuration for Office 365 (MFA Enabled)
• SMTP / Email Send Configuration
• SMTP Configuration for Office 365
• Domain Verification Process
• Email 1: Introducing RateTraker — Keeping Your Rate Competitive
• Email 2: Reminder — We're Here to Keep Your Rate Competitive
• Email 3: Clients Are Saving Thousands — Don't Miss Out!
• Email 4: Final Call — Don't Let Your Lender Win