Automated client retention for mortgage brokers
Stop trail book drop off and grow your loan book by proactively repricing & refinancing your existing clients to a lower rate, automatically with a single click.


Keep your clients in your book for
the life of their loan.
How do mortgage brokers use automated
client retention?

Predict

Retain

Refinance
Loved by brokers,
here's what they say:




A win for brokers and a win for clients - WIN WIN WIN!
Predict trail book churn
Once we know what loans are at risk, we’ll automatically reprice those loans with the same lender to get a cheaper interest rate who call this the “Sherlok Retention Score”.
The Sherlok retention score is similar to a credit score. It’s an algorithm that looks at a whole range of different parameters, and then produces a score for each loan in your trail book. The higher the score, the higher the risk of losing that loan. A very high score suggests that the client will leave you in the next 12 months if you don’t do anything.


Reprice loans automatically
Sit back and relax as Sherlok analyses your client list. We monitor your clients’ interest rates to detect when your clients could be getting a lower rate.
Keep clients in your loan book
Sherlok compares your clients’ rates against other lender rates, identifies valuable refinancing opportunities from your existing trail book, and sends these leads straight to your inbox.


Grow your loan book with your existing clients
It can cost brokers up to 5x more to attract a new client than it does to keep hold of an existing one. You’ve done all the hard work to attract those clients, the last thing you want to do is lose them by not being top of mind. Proactive automated client retention is how Sherlok can help you keep them.
Stop losing clients from your back book and experience the power of automated client retention.
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