Refinancing
Set up Automatic Email Forwarding
This feature allows you to automatically redirect incoming emails from one email address to another. When email forwarding is set up, messages sent to the original email address will be automatically forwarded to the designated recipient's email ...
Why can't I send an included comparisons email?
After repricing a client, Sherlok will sweep all products that fit the client's loan profile. If Sherlok has calculated that these products will save the client more than $1,000, you will have the option of sending an email with comparisons. If ...
What does the number beside the Refinance Leads represent?
The figure beside the Refinance Leads in the sidebar represents the number of new Leads. If there is no figure besides the Refinance Leads then there aren't any new leads at this point in time.
How do I move clients along the refinancing workflow?
You can move clients along using the action arrows in the right-hand corner. See below.
Can I alter the lenders that are displayed for refinance comparisons?
If you do not like working with certain lenders, you can turn them off in the Lender Selection module. Click Broker Name (in the right-hand corner) > Control Panel > Lender Selection. See Below.
Can I change the lender information in the Include Comparisons email?
You can modify lender information within your email templates. See the step-by-step guide below: Log in to your Sherlok account. Click on your Broker Name in the right-hand corner. Select "Control Panel" from the drop-down menu. Navigate to the Email ...
How do I resend a Refinance Comparisons email?
The best way to do this depends on their status in the Refinance Leads section. If they are a Prospect, you can click the email button in the far right-hand corner. See Below. If the client is a lead, go to the Reprices > Completed > View Email. See ...