Sherlok

The home loan hack saving homeowners $90mil. Did you see?@Sherlok?on A Current Affair last night? Homeowners all across Australia are feeling the pinch of the 5th consecutive rate rise since May and after last nights episode of A Current Affair homeowners want to know if their broker is using Sherlok to get them a better rate and if they're not using Sherlok, why not... #clientretention #fintech #brokers #mortgagebrokers #raterises

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As a broker, finding the time to review every client’s interest rate can be a challenge. But with Sherlok’s RateTraker, the hard work is taken care of. No more digging through files or calling clients to track down rates – the repricing happens automatically, and consistently, across our business. Nathan Osinski a Sherlok user, puts it perfectly: "It just takes the hard work out of it. You guys take care of repricing every single client when it needs to happen and as often as it needs to happen. It’s made everything so much easier and more consistent." Clients are also becoming more comfortable with open banking as we continue educating them on its government-regulated security. The more they understand, the more confident they are in using it. #mortgagebrokers #clientretention #automation #openbanking #trust

Which type of broker are you? Based on the 100’s of convos I’ve had with brokers this year, these are the two statements I hear the most. a) “I dont know how many clients I’m losing. We need to do more retention activity.” b) “I don’t have a retention problem. My clients don’t leave me.”

Tailor your communication and services based on these insights to meet your clients’ needs proactively.

So we've been quietly working on something in the background ?? Now all Mortgage Brokers can use our AI to keep clients on lower rates. Sign up, invite and reprice.... it's that simple ??

?? Exciting News! ?? We’re thrilled to share that Sherlok has been named a finalist in the inaugural Australian AI Awards 2024. ?? This recognition highlights our dedication to utilising cutting-edge AI technology to help mortgage brokers stay ahead, save time, and better serve their clients. Our AI-powered solutions, such as Sherlok’s RateTraker, transform how brokers retain clients and remain competitive in an ever-evolving market. It’s a huge honour to be recognised for innovation that genuinely makes a difference in the industry. A huge thank you to our incredible team and partners who continue to push the boundaries and make this possible. ?? Onwards and upwards! #AI #Innovation #MortgageBrokers #Sherlok #TechInnovation #ClientRetention #AIInnovatorFinalist

?? Join our Webinar: How to Easily Explain Open Banking to Clients and Win Their Trust—A Broker’s Guide to Unlocking Better Deals! ?? As the mortgage landscape evolves, building client trust and fostering client retention is more important than ever. In this exclusive webinar, we’ll explore the power of Open Banking and how it’s changing the game for brokers across Australia. ?? Why should you attend? ? Learn how Open Banking gives you access to real-time financial data, making your mortgage services more efficient and personalised.? ? Discover how it allows you to provide tailored advice that clients will love, increasing their trust in your services.? ? Gain insight into how it can help you improve client loyalty, ensuring they return to you for their future mortgage needs.? ? Find out how to explain the benefits of Open Banking to your clients in simple, transparent terms—building trust and confidence. ?? Who is this for? Mortgage brokers looking to: ? Streamline their processes and offer personalised solutions.? ? Strengthen client relationships and ensure long-term retention.? ? Stay ahead in the competitive mortgage industry. Join us and unlock the potential of Open Banking to boost your brokerage and secure long-term success! ?? Date: September 18, 2024? ?? Time: 10.30 AM (ACST)? ?? Register Now https://lnkd.in/gSAxrJmj Let’s build a future where trust and technology work together to enhance your brokerage and deliver real value to your clients. Don’t miss this opportunity! #OpenBanking #MortgageBrokers #ClientRetention #ClientTrust #MortgageAdvice #BrokerSuccess #Webinar #AustraliaMortgage #ConsumerDataRights?

?? Looking to Streamline Repricing and Focus on Strategic Client Interactions? Manual repricing tasks can take up valuable time that could be better spent on strategic client interactions. But there’s a solution that makes it easier. Michelle Augustus from #AlitonFinance shared her transformative experience with Sherlok: ?? "Repricing automation has drastically reduced the time spent on manual repricing tasks, allowing us to focus on more strategic client interactions." Imagine having a system that automates time-consuming repricing tasks, freeing up your schedule to build stronger client relationships. That’s what Sherlok offers. ?? Efficiency in Action: Drastically reduced time spent on manual repricing tasks, streamlining your workflow. ?? Automated Solutions: Sherlok’s repricing automation allows you to focus on more strategic and impactful client interactions. Michelle showcases how Sherlok's features enhance daily operations, making tasks easier and more efficient. Discover the future of client management and elevate your business by joining the brokers who are already experiencing the remarkable benefits of Sherlok’s innovative features. Thank you, @MichelleAugustusAlitonFinance, for sharing your insights! #MortgageBrokers #Efficiency #ClientService #Innovation #Sherlok

?? Seeking Efficient Client Management and More Time for New Business? Effectively managing client needs and administrative tasks can free up your valuable time, allowing you to focus on new business opportunities. And there’s a solution that makes this possible. Gillian McLean from #DreamFreedomFinancial shared her transformative experience with Sherlok: ?? "I value all of the features. Once you know how to use the system, it works very well. I don’t understand why brokers don’t use this. It saves me and my clients time and allows me to focus on new business while my existing clients are being looked after. I love it." Imagine having a system that efficiently manages client needs, saving you time and letting you concentrate on growing your business. That’s what Sherlok offers. ?? Efficiency in Action: Streamlining client management and administrative tasks, allowing you to save time and focus on new business opportunities. ?? Automated Solutions: Efficiently looking after existing clients with Sherlok's comprehensive features, simplifying your workflow, and enhancing productivity. Gillian showcases how Sherlok's features enhance daily operations, making tasks easier and more efficient. Discover the future of client management and elevate your business by joining the brokers who are already experiencing the remarkable benefits of Sherlok’s innovative features. Thank you, @GillianMcLean #DreamFreedomFinancial, for sharing your insights! #MortgageBrokers #Efficiency #ClientService #Innovation #Sherlok