Audience
Brokers searching for a platform that provides a repricing and refinancing tool
About Sherlok
When you’re seeking growth, it can be easy to focus your attention on new leads and forget about the opportunities that could come from servicing your existing clients. It can cost brokers up to 5x more to attract a new client than it does to keep hold of an existing one. You’ve done all the hard work to attract those clients, the last thing you want to do is lose them by not being top of mind. Proactive automated client retention is how Sherlok can help you keep them. Sherlok’s AI predicts which clients are most at risk of leaving and prioritizes them for repricing first. If further savings can be made Sherlok’s Instant Refi comparison will generate refinance leads for brokers. Sit back and relax as Sherlok analyses your client list. We monitor your clients’ interest rates to detect when your clients could be getting a lower rate.
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Pricing
Starting Price:
$89 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Sherlok
Australia
www.sherlok.com.au
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Product Details
Platforms Supported
Cloud
Training
Live Online
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