Discover the power of streamlined client retention
We might not be a good fit if you:
- Aren’t looking to retain your existing clients more efficiently
- Don’t see value in protecting your trail book income
- Aren’t interested in uncovering refinance leads from your current client base
Our bank level security ensures your data is encrypted using 256 bit encryption. Your data is also managed, tested and stored on Australian servers.
Sherlok runs on a flexible, month-to-month subscription—no lock-in, no pressure. If you’re loving the tool and want to save more, you can switch to one of our annual plans for a discounted rate.
Tell us a bit about yourself so we can help you better
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!
