Sherlok - Reprice & refinance more clients. Automatically.

Automated Rate Tracking & Repricing for Mortgage Brokers

We've combined Ratetraking with streamlined repricing and refinancing to make it as easy as possible for you to retain your clients at scale.

Home Loan Spotlight Report

Access invaluable insights to elevate client retention in the mortgage broking sector with our Home Loan Pricing Spotlight Report.

Explore repricing data and refinancing trends across Australian lenders, unveiling effective strategies for brokers and lenders alike.

Optimise your retention tactics for sustained growth in the competitive mortgage market.

(30 MB Download)

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 streamlined client retention is how Sherlok can help you keep them.

How do mortgage brokers use streamlined
client retention?

Predict

Sherlok’s AI predicts which clients are most at risk of leaving and prioritises them for repricing first.

Retain

Sherlok will then reprice the at-risk clients’ loan with the current lender to a lower interest rate.

Refinance

If further savings can be made Sherlok’s Instant Refi comparison will generate refinance leads for brokers.

Loved by brokers,
here's what they say:

“What would I say to those considering Sherlok? I would say roll with it. The information that you retain in Sherlok is very valuable because it's always right there. If it's been updated in the client portal, it's valid. It's been a massive time saver for us - 90% of my day used to consist of reviews. Post Sherlok, that number is down to 25% and I can focus on more high value tasks. Don't fight it - embrace it!."

"Pre Sherlok was chaotic and was getting worse by the month because we had a rapidly growing book. After implementing Sherlok, it felt like the beast was getting tamed! We don't just use Sherlok for repricing. Sherlok's got everything! Everything is on there for the client. It's really a great starting point."

"I've been using Sherlok for 7 months now and it's a very helpful tool. Before Sherlok our review process with our clients was slow and manual. Having to hunt for information made it very time consuming. Sherlok really cuts out a lot of that. It's quick and to the point and actually lets you get value off the bat which is good. "

"In the past I've used various programs to make sure I'm keeping in contact with existing clients. But since coming across Sherlok, I thought "THANK GOD." It takes away my worrying. I press a few buttons and bingo - I've touched base with a client. The new updates, especially with Open Banking, has definitely made Sherlok easier and sharper to use.

"Sherlok has taken away the pain of repricing my existing loan book. My clients are pleasantly surprised when they are notified that their interest rate has decreased. The fact that they don't need to do anything to have it applied is an added BONUS!"

Predict trail book churn

Sherlok automatically analyses a range of parameters for every loan and assigns what we call a 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 Sherlok profile. 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 efficiently

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.

Generate refinance leads from your trail 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.