InstantAPPLY handles the fact-find, scenario comparisons, product selection, bank statements, and credit reports. Now in every Sherlok subscription, at no extra cost.
We’re focused on rolling InstantAPPLY out to existing customers right now. New onboarding is paused, but you can join the waitlist below.
What’s in your subscription
InstantAPPLY and RateTraker are both included in every active Sherlok subscription. No add-ons, no upgrades.
Send your client a link. The fact-find, bank statements, credit reports and expense categorisation all happen in the background. You get a submission-ready file, not a half-finished form.
RateTraker monitors your clients’ data continuously and tells you the moment a rate becomes uncompetitive. Refinancing alerts, ready to action, before your client starts shopping around.
How InstantAPPLY works
Share your branded link via email, text, Calendly or your email signature. Your client opens it on their phone.
Around 10 minutes. They connect their bank accounts, complete the fact-find, and the tool pulls statements and runs the credit report.
Quickli scenarios pre-populated, data structured, pushed to AFG. You review and lodge. No re-keying.
Why brokers use it
Unlimited statements pulled live from your client’s accounts. Any date range, lender-formatted, no per-pull fees.
No manual review, no spreadsheets, no time lost interpreting transactions. Categorised straight from bank data.
Live income, expenses and account data from day one. Know if a deal stacks before you commit another hour.
Everything created, renamed and filed in one place. Download the full set with one click when you’re ready to lodge.
Log in, open InstantAPPLY from the side nav, and send your first link. No setup, no extra cost, no new contract.
Open my portalWhat brokers are saying
We embed the link straight into our Calendly workflow, so every client gets it automatically when they book. From appointment to submission, we’re honestly just topping up a few documents because everything else pulls straight through.
Done in like three minutes where usually it takes so much longer than that. That’s really good.
I think it’s a great product and I don’t want to be left behind. This is something I’ve been asking for, so this is great.
We’ve paused new onboarding while we roll InstantAPPLY out to our current customers. If you’re curious and want to be first in line when we open up again, join the waitlist and we’ll be in touch.
Join the waitlistInstantAPPLY is already in your subscription. No upgrade required, no extra cost, no setup.
Open my portal