Make your trail book work harder with Australia’s first automatic broker retention tool.
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 servicing your existing clients.
Sherlok solves this problem in two ways:
1. Reprices 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.
2. Generates refinancing leads
How it works
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