Get Started with Sherlok

Stay Ahead of Every Client, Every Day. Automatically.

Sherlok tracks your clients’ rates 24/7, protects your trail book, and uncovers refinance leads — before your clients even think to ask.

 
 

  • Protect your trail book: Automatically request rate discounts the moment a client’s rate becomes uncompetitive.

  • Unlock refinance opportunities: Surface clients who are ready to move — before they start shopping around.

  • Deliver proactive client service: Stay one step ahead, without extra admin or workload.

  • Boost client loyalty: Your clients will thank you for looking after them — without even having to ask.

  • ISO 27001 Certified: The highest global standard for information security.

  • Bank-grade encryption: All data protected with 256-bit encryption.

  • Australian-hosted: Your data never leaves local, secure servers.

 
 
 

  • Month-to-month subscription — stay because it works, not because you’re forced to.

  • Save even more with an optional annual plan when you’re ready, it’s up to you.

 
 
 
 
 

Tell us a bit about your business so we can give you the info you need to get started.

Loved by brokers,
here's what they say:

Tracy Kearey
Tracy KeareyMortgage Broker
“We’ve recently started using Sherlok to automate our client retention services. In the past we have paid admin staff full-time to do the work. Those admin staff now have more time to support with new clients. It’s been an incredible time saver for us and puts us continually at front of mind with our clients."
Matt Hale
Matt HaleMortgage Broker
"With the help of Sherlok we've been able to help reduce clients' home loan repayments by $30k, without anyone having to go through"
Gordon MacVicar
Gordon MacVicarMortgage Broker
"We have someone doing our repricing part time. Sherlok has made her role systemised and easier, but most notably it's created opportunity for us to be talking and communicating with more clients. Who doesn’t want to hear from their broker when they’re saving $4300 in annual interest repayments?"
Ollie Lum
Ollie LumMortgage Broker
"Finally my book can be repriced in seconds! Getting a better rate for my clients with their current lender has never been easier! Gotta love tech!

A win for brokers and a win for clients - WIN WIN WIN!