Sherlok alternatives

Sherlok is an AI repricing and retention platform for Australian brokers that monitors existing loan books, automatically requests better rates from lenders and flags clients at risk of refinancing away. It suits brokers with an established trail book who want retention revenue without running manual annual reviews.

Alternatives to Sherlok

Alternatives

Nothing has been ranked against Sherlok

An alternative is named here once it has been run in a real account against the published criteria, with a verdict signed and dated by the person who ran it. No Marketing Automation for Brokers product has cleared that.

  • The criteria are published in full and weighted before testing starts
  • A verdict carries the tester’s name and the date it was run

Still weighing it up? Read the full Sherlok review or the rest of the Marketing Automation for Brokers category.