Sherlok

Built by brokers for brokers, Sherlok is Australia’s first automated repricing and refinancing tool. www.sherlok.com.au/pricing

02/08/2022

Repricing isn't just a stop gap for brokers to prevent clients feom leaving but its a great catalyst to driving strategic conversations.

Look at it this way...

We know that the number one reason why customers leave is due to uncompetitive rates.

So repricing them keeps their rate competitive and removes the reason for them to want to leave. I.e. keeping them with you for longer.

But it's also the perfect opportunity to instigate a strategic conversation because you're coming in on a positive note.

For example:

"Great news! We've been able to reduce your rate with your current lender, enjoy the savings! While I've got you, what else is going on in your world? Are you looking at building wealth with property? What are your goals, how can I help you achieve them?"

It's in that moment and with that conversation that you get the opportunity to start talking about the things that will lead to more revenue (and you've been able to prevent them from leaving as well).

So it's win win win all round!

28/06/2022

Thanks for the great feedback Erik!

Mortgage brokers across Australia are making client retention their # 1 priority and here’s how they’re winning 👇

01/06/2022

Repricing clients in seconds. Heck yes 🙌

Mortgage brokers across Australia are making client retention their #1 priority and here’s how they’re winning 👇

23/05/2022

We're excited to announce that we’ve been named a 5-Star Mortgage Innovator! ⭐⭐⭐⭐⭐

The 2022 5-Star Mortgage Innovators Report highlights businesses at the forefront of innovation in the mortgage industry – moving the mortgage industry forward by introducing new technology or rolling out a groundbreaking product or distribution channel strategy.

Following a detailed nomination, judging and benchmarking process, Sherlok has been selected by the Australian Broker team as a 5-Star Mortgage Innovator, and we’re extremely proud of this recognition!

17/05/2022

We're so pumped to share that we've been selected by the judges as a finalist in the prestigious MFAA National Excellence Awards 2022!

Thank you to the MFAA for the recognition, and congratulations to all the other finalists.

13/05/2022

We’re going to be in Perth next week for The Adviser Better Business Summit, and we’ve decided to come over a day early for a Sherlok Shouts to say hello to local mortgage brokers, lenders, BDMs and industry partners!

Come meet the team over a few drinks!

06/05/2022

Hey brokers 👋 Come and catch up with us at the in Melbourne next week! Stop by our donut wall and grab yourself a sweet treat and some sweet Sherlok merch 🍩

Hurry, today’s the last day to register >>> Get your conference tickets here: https://mfaa.eventsair.com/2022-mfaa-national-conference/

16/03/2022

“Sherloking” a term brokers use to describe using Sherlok for their client retention.

It’s got a nice ring to you, don’t you think?

We think so too.

08/03/2022

When time is of the essence, you can’t afford to waste a single minute.

Which is why knowing exactly which clients are most at risk of leaving you is so important.

That way you can prioritise them first, without wasting precious time.

07/03/2022

Finding a better rate for your clients is one of the most effective things you can do as a broker to keep your clients happy, loyal and with you forever.

Here are our top three tips on how you can get better reprice outcomes for your clients in the current market:

1. Make sure the LVR is low – think below 80%
2. Larger loans are getting a better discount
3. Submit competitive offers that the lender actually sees as a threat – if it’s a big 4, don’t put a non-conforming loan in there as a comparison

But most importantly, repricing hacks ONLY help if you’re actually making time to do it.

Set a goal for how many clients you want to reprice each week, and make sure you hit it. Even if you just start by allocating 1 hour a week and build up from there.

Short on time? That’s where Sherlok can help you.

Brokers say “I love how much time this already saves because I don’t need to go in and out of the different lender portals.”

Sherlok does the heavy lifting for you from monitoring clients, researching and comparing rates and even saving you from having to talk to the lenders.

How many clients are you going to reprice this week?

06/03/2022

We’re seeing mortgage brokers across Australia prioritising client retention and here’s how they’re winning:

01/03/2022

We get this question from brokers a lot so we just want to set the record straight…

We’re a tech platform on a mission to help mortgage brokers keep their clients forever.

We’re never going to become a lender or aggregator.

We’re really clear on what we are – and we’re even clearer on what we’re not – and that helps us stay laser focused on helping brokers build long lasting relationships with their existing clients.

Happy homeowners x happy brokers = happy Sherlok

Address

Stone & Chalk Lot Fourteen Adelaide
Adelaide, SA
5000

Website

http://www.sherlok.com.au/

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