Sherlok
Designed for brokers, Sherlok utilizes advanced AI to identify clients at risk of leaving, prioritizing them for repricing. By adjusting loans to lower interest rates and generating refinance leads, it ensures brokers maintain client loyalty. With its unique retention scoring system, it transforms client retention into a streamlined, proactive process.
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Top Sherlok Features
- AI Risk Prediction
- Proactive Client Retention
- Instant Refinance Comparison
- Automated Loan Repricing
- Sherlok Retention Score
- Interest Rate Monitoring
- Client Loan Analysis
- Personalized Savings Alerts
- Streamlined Lead Generation
- Risk-Based Prioritization
- Comprehensive Rate Comparison
- Existing Client Focus
- Cost-Effective Client Management
- Customizable Alerts and Notifications
- Historical Rate Tracking
- User-Friendly Dashboard
- Integration with Lender Systems
- Data-Driven Insights
- Client Engagement Tools
- Performance Analytics and Reporting
