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Obtaining the data from your finova CRM
Navigate to reports
Select mortgage product
Select ‘Product Expiry Date’
Then, set a date range from ‘Today’ to ‘6 Months Ahead’
Navigate to search view options (bottom of the page) and select ‘Burrow Retention View’
Run Report
Click the ‘Select All’ option
Check through the results and deselect any account your wish to remove
Click on the ‘Send to Excel’ button
Transfer the file securely to the Burrow team
Uploading the data into your Retention Portal
Open the excel file, then save as CSV file format.
Then they can go to https://reports.letsburrow.com
And follow the screenshot steps
Can you do do this for me?
Yes, we would need your written approval to access your system in order to perform the above report. This can be done by the account holder sending an email to broker.support@finova.tech