Sharp Guide & Training

Short how-tos for everything you do in Sharp. Each topic has a quick video and step-by-step instructions. New to the team? Start with Run a pricing comparison, then try Practice mode to rehearse risk-free.

Run a pricing comparison

Price one scenario across every lender on your panel in parallel.

  1. In your Sharp chat in Teams, tap Get pricing (or type template).
  2. Fill the card once: client name, loan amount, LVR, purpose, repayment type.
  3. Leave all lenders ticked (or untick any you don't need) and tap Submit to Selected Banks.
  4. Wait while Sharp prices each lender in parallel — results arrive in about 4 minutes.
  5. Review the sorted comparison; the best rate is crowned 🏆. Use Share to send it on.
Tip: first time? Run it in Practice mode first — same card, sample rates, no real submission.

Update a bank password

When a lender portal password changes, update it in Sharp so pricing keeps working.

  1. In your Sharp chat, type update password (or tap Settings → Update password).
  2. Choose the bank whose password changed.
  3. Enter the new portal username/password when prompted. Your credentials go straight into your own secure vault — we never see them.
  4. Submit. There's no separate "test login" — your next pricing run is the confirmation it worked.
Westpac & St.George only: these need a one-time admin approval for 2FA email reading. If pricing those two stalls, ask your Microsoft 365 admin to approve the consent link we email you.

Onboard a new broker

Add a colleague to your firm's Sharp account.

  1. The new broker installs Sharp from Teams and sends it a message.
  2. They type onboard and follow the short wizard to add their own bank logins.
  3. Credentials go into the firm's secure vault. Once done, they can price immediately.

Practice mode

Rehearse the whole pricing workflow with sample data — no real bank submission.

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VideoDrop your embed here.
  1. In your Sharp chat, tap Practice (or type practice).
  2. You'll get the real pricing card, pre-filled with a sample client and marked 🎓 PRACTICE — not real rates.
  3. Submit it. You'll see a full multi-lender comparison built from sample data — nothing is sent to any bank.
  4. Run it as many times as you like. When you're ready for the real thing, tap I'm ready — real pricing.
Perfect for training new staff: everything looks and behaves like the real product, but it's 100% sample data and never touches a bank portal.

Get help

Stuck on something not covered here?

  1. Type help in your Sharp chat to see what it can do.
  2. Still stuck? Email support@secondbrain.com.au.