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
• Can I disable data collection methods?
• Tips for Client Follow-Up to increase RateTraker Consents
• How to upload a commission file

General Personalisation

• Can I turn Sherlok's Engine off?
• The Sherlok System (Control Panel)
• SMTP Configuration for Yahoo
• SMTP Configuration for Windows Live Hotmail
• Does Sherlok have Multi Factor Authentication?
• What is Lender Selection module?
• How to prepare your clients for RateTraker?
• Sample Broker Script: Intro Video for Sherlok & RateTraker
• Upgrade/Downgrade Your Subscription Plan
• Set up Automatic Email Forwarding

Email Personalisation

• What do I do if Auto Email Forwarding for Outlook failed?
• Broker Email Template: Introducing Sherlok & RateTraker to Clients