# Sherlok Reviews
**Vendor:** Sherlok Technology Pty Ltd  
**Category:** [Real Estate Marketing Software](https://www.g2.com/categories/real-estate-marketing)
## About Sherlok
Sherlok is Australia's pioneering AI-driven platform designed to assist mortgage brokers in retaining clients by automating the processes of loan repricing and refinancing. By continuously monitoring clients' interest rates, Sherlok identifies opportunities to secure better rates, thereby enhancing client satisfaction and loyalty. This proactive approach not only safeguards brokers' trail book income but also generates valuable refinancing leads, enabling brokers to focus on expanding their business without the administrative burden of manual rate tracking. Key Features and Functionality: - Automated Rate Monitoring: Sherlok's RateTraker feature provides 24/7 surveillance of clients' interest rates, ensuring brokers are promptly informed of any uncompetitive rates. - AI-Powered Churn Prediction: Utilizing advanced algorithms, Sherlok predicts which clients are at risk of refinancing elsewhere, allowing brokers to take timely action to retain them. - Single-Click Repricing and Refinancing: The platform enables brokers to reprice existing loans or initiate refinancing with minimal effort, streamlining client retention strategies. - Open Banking Integration: By accessing comprehensive financial data, Sherlok offers accurate assessments and personalized solutions for clients. - Orphan Book Repricing: Brokers can reprice loans for clients who may have lost touch, revitalizing relationships and securing ongoing business. Primary Value and Solutions Provided: Sherlok addresses the challenge of client attrition in the mortgage industry by offering a seamless, automated solution for loan repricing and refinancing. By proactively securing better rates for clients, brokers enhance client satisfaction and loyalty, thereby protecting and growing their trail book income. The platform's AI capabilities and integration with open banking data ensure brokers can efficiently manage their existing client base while uncovering new refinancing opportunities, ultimately driving business growth and operational efficiency.






- [View Sherlok pricing details and edition comparison](https://www.g2.com/products/sherlok/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+08%3A33%3A43+-0500&secure%5Bsession_id%5D=59bffa34-6cb2-406a-aee3-c7cbe9ab24e8&secure%5Btoken%5D=91c49dc72029346329f72a935c5ea9999472a4a5082c26d416ea41fd01cc7b99&format=llm_user)

## Sherlok Features
**Relationship Management**
- Lead Generation
- Social Media Integration
- CRM Integration

**Presentation**
- Website Builder
- MLS Integration
- SEO Strategization
- IDX Website

**Platform Branding**
- Operability
- Brand Management

**Platform Content**
- Social Media Management
- Communication Management
- Website Management
- Campaign Building

**Platform Additional Functionality**
- Reporting

**Platform Integrations**
- Integration with Real Estate CRM
- Integration with Virtual Tour
- Integration with Real Estate Activities Management

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