Sherlok adds link feature to Ratetraker tool

New customisable links help brokers streamline client engagement and automate rate monitoring

Sherlok adds link feature to Ratetraker tool

Sherlok, a mortgage broker retention platform, has launched a new feature for its RateTraker tool, allowing brokers to create custom links for easier client engagement.

The links can be used across email campaigns, social media, referral partnerships, and websites, enabling clients to connect with RateTraker for automated rate tracking and scoring. 

The personalised links give brokers the ability to track campaign performance, improving engagement while offering real-time value. Once a client connects, their loans are monitored automatically, and brokers receive alerts when rates become uncompetitive. This allows brokers to secure better deals without delay.

Clients receive a rate score that compares their interest rate with market benchmarks, driving engagement and enabling informed rate reviews. Brokers benefit from reduced manual tasks, enhanced lead generation, and post-settlement follow-ups, streamlining operations and improving client outcomes. 

Since its launch in late 2024, RateTraker has monitored nearly $1 billion in home loans and saved Australian homeowners $85 million in interest during the same year. The tool saved homeowners an average of $972 annually, with some saving over $10,000 per year, with one client seeing a record $34,000 in annual savings.

“This feature is a game-changer for brokers and their clients,” said Sherlok chief executive Adam Grocke (pictured above). “By creating personalised links, brokers can make it incredibly easy for clients to connect their loans. RateTraker handles the rest — monitoring rates, providing insights, and alerting brokers to savings opportunities.”

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