General
How can I add my Logo?
Brokers can add their logo in the "Your Account" menu. See Below.
How do I update my broker details (dob, driver's license, business address, etc.)?
To update your broker details, including your date of birth, driver's license number, and business address, please follow these steps: Click on your profile name in the upper right-hand corner of the portal. Select "Your Account." Click on the field ...
How do I update my lender login/Broker credentials?
To update your Lender Portal Credentials and Broker information, see the below steps: Click on your Broker Name in the top right-hand corner. Select "Third-Party Credentials" from the dropdown menu. Enter the details on each field. Click Save.
The Sherlok System (Control Panel)
The Sherlok System, located in the Control Panel, allows you to control and customize the functionality of Sherlok according to your needs. To access this module, follow these steps: Click on the profile button. From the dropdown menu, select ...
What is Lender Selection module?
The Lender Selection module is a section in the Control Panel where you can add or remove any lenders that you are accredited with and whether you want Sherlok to consider them for refinance comparisons. You can access this module by clicking the ...
Can I disable data collection methods?
If you have no need for a data collection method, you can disable it in the Control Panel. To do this, click the Broker Name in the top-right hand corner > Control Panel > Collection Data Configuration. See below.
What is Orphan Book Support?
Brokers can Enable/Disable 'Orphan Book Support' in Sherlok's Control Panel. This will change your emails to your 'Intro for Orphan Clients' message if the Loan Writer Name differs from the Account Name. See below. You can edit this message in the ...
What is the SLA for the response time to email queries sent to support@sherlok.com.au?
Support@sherlok.com.au is currently not being monitored. Please use brokersupport@sherlok.com.au for a 24-48 hour response time.
How can I add a lender to my Sherlok panel?
Brokers have the ability to add lenders to their Sherlok panel. To do this, click the broker name in the top-right hand corner > Control Panel > Lender Selection. Accredited lenders will appear in Third-Party Credentials menu if Sherlok requires it
Does Sherlok have Multi Factor Authentication?
Brokers have the option of enabling MFA on their accounts. To do this, click the Broker Name in the top right-hand corner > Your Account > Enable MFA. See below. The QR code above needs to be scanned by an authenticator app. If you do not have one ...
Can I create my own email template?
Unfortunately, you cannot upload your own email templates into Sherlok. You can, however, edit the email templates in the Email Template Editor. Click here, to view more information on how to do this. The best workaround would be to forward Sherlok's ...
How can I upgrade my current package?
You can change your subscription plan anytime by clicking the Broker Name (in the top right-hand corner) > Billing and Subscriptions and choosing a product from there. See Below.
Can I edit Sherlok’s email templates?
You can edit all correspondence from sherlok in the Email Template Editor. Getting there is as simple as clicking the Broker Name (in the top right-hand corner) > Control Panel > Email Template editor. See Below.
Can I turn Sherlok’s Engine off?
You can turn Sherlok’s Engine off by clicking the Broker Name (in the top right-hand corner) > Control Panel > Turn Sherlok ON or OFF. See Below. Keep in mind turning Sherlok on or off does not pause your subscription.
How do I get more reprices queued?
You can tailor Sherlok to queue up more reprices in your “Maximum Refinance Leads per month” section. You can find this by clicking the broker name (in the top right-hand corner) > Control Panel > Sherlok System. Sherlok will tailor approximately 10x ...
How do I add my Logo?
You can add your logo by clicking the broker name in the top right-hand corner > Your Account > Upload logo. See Below.