Set up Your Profile

With our RateTraker subscription, you'll set up your profile, dive into the Sherlok portal, and create RateTraker links, resources, and campaigns to share effortlessly with your clients—whether through email, social media, or even your website.

Initiate Rate Tracking with your clients

In week two, you'll launch your campaigns, track client consents to RateTraker, and begin monitoring interest rates. The timeline to get all your clients in may vary based on your book size.