Why pay for new leads when Sherlok can generate them from your existing trail book?
Make your trail book work harder with Australia’s first broker retention tool. Sherlok detects when your clients could be on a lower rate, reprices the loan on your behalf, and generates valuable leads from your existing book – all without you lifting a finger.
How it works
Being a broker can be tough. It’s easy to focus your attention on new leads and forget about your existing clients who are at risk of leaving you. Sherlok solves this problem by monitoring your clients home loan rates 24/7, automatically repricing rates that are too high and sending valuable refinance leads straight to your inbox.
Connect Sherlok to your existing client list
Sherlok will analyse your client loans
Rates that are too high are automatically repriced
Clients who are ready to refinance are presented back to you
You then takeover to refinance your client