How Sherlok works
(for brokers)

Sherlok Loans is a lead generation platform that monitors your existing clients home loan rates, automatically reprices the rate with their current lender and detects quality refinancing opportunities, and delivers them straight to your inbox.

This is how it works

1. Upload your client list to our secure platform

2. Sit back and relax as Sherlok analyses your client list

We monitor your clients’ interest rates 24/7 to detect when your clients could be getting a lower rate.

3. If Sherlok detects a loan that can be repriced, we’ll send a request to the lender

Once the lender approves the new rate, we’ll send your client an SMS and email on your behalf to let them know the good news. The repricing will happen automatically, and you won’t need to do a thing.

4. If the repriced rate isn’t competitive or low enough, Sherlok will look for refinancing options

When we find a lower rate, we’ll send an email to your client with all the options on your behalf. Every time a client’s interested in refinancing, we’ll send this lead straight to your inbox, so you can follow up with that client directly.

5. Sherlok will continue to monitor lender rates 24/7

This means we’ll automatically request lower rates on your clients’ loans if we find one that’s cheaper. We’ll also continue to analyse your client lists for refinancing opportunities, and these will be sent straight to your inbox on a weekly basis.

If you have any questions, get in touch via hello@sherlok.com.au