Here's how to get started with Sherlok
Schedule a one-on-one call with our team
Get a clear overview of how Sherlok works and what to expect
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Select a plan based on your trail book size and expected reprices
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Choose a flexible month-to-month or save with an annual plan
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Create your Sherlok profile
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Follow the prompts to sync your client data
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Receive personalised training and support to set up your account
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Connect Open Banking to enhance client data with daily loan updates
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Configure Sherlok’s repricing tool for maximum efficiency
Reprice clients faster, with less effort
Sherlok prioritises loans with uncompetitive rates each week
Every eligible loan is reviewed and repriced at least once every 12 months
Loved by brokers,
here's what they say:
“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."
"With the help of Sherlok we've been able to help reduce clients' home loan repayments by $30k, without anyone having to go through"
"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?"
"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!
A win for brokers and a win for clients - WIN WIN WIN!
