Helping your clients get the best home loan rate.
Sherlok Loans is a lead generation platform that detects quality refinancing and repricing leads in your existing trail book, and delivers them straight to your inbox.
Sherlok boosts your business in two ways
#1 Reprices your existing clients’ loans without you lifting a finger
Every broker strives to keep their clients on the best rate, but lack of time and resources can often get in the way. Put Sherlok to work and it’ll not only detect which of your clients could be on a lower rate with their current lender, but will automatically reprice the loan on your behalf. Your clients get a lower rate and you’ll look like the hero = win win.
#2 Generates valuable refinancing leads from your existing trail book
When you’re seeking growth, it can be easy to focus your attention on new leads and forget about the opportunities that could come from refinancing your existing clients, not to mention the benefits of protecting your trail book income. Sherlok solves this problem by analysing your existing client list for quality refinancing leads, which are sent straight to your inbox on a weekly basis.
How It Works
#1 Upload your client list to our secure platform
You can tailor how many leads you’d like to receive each week.
#2 Sit back and relax as Sherlok analyses your client list
We work quietly behind the scenes to detect quality repricing and refinancing leads..
#3 If Sherlok detects a loan that can be repriced, we’ll send a request to the lender
Once the lender approves the new rate, we’ll send your client an SMS and email on your behalf to let them know the good news. The repricing will happen automatically, and you won’t need to do a thing.
#4 If a loan can’t be repriced, Sherlok will do its best to refinance
If Sherlok’s successful and the loan can be refinanced, we’ll send your client an SMS and email on your behalf to let them know. If they’re interested, you’ll receive an email with all the details so you can follow up with that client directly.
#5 Sherlok will continue to monitor lender rates 24/7
Once the lender approves the new rate, we’ll send your client an SMS and email on your behalf to let them know the good news. The repricing will happen automatically, and you won’t need to do a thing. This means we’ll automatically request lower rates on your clients’ loans if we find one that’s cheaper. We’ll also continue to analyse your client lists for refinancing opportunities, and these will be sent straight to your inbox on a weekly basis.
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