Mortgage/Commercial Product
The following column header will determine the first product, which will be assigned to the applicant(s) case.
The upload will fail if it doesn't match with a product name (See Product Type/Name values).
Header Name | Description | Format Information | Mandatory Field | Notes |
MortgageSubType-1 | PRODUCT TYPE/NAME | Mortgage | Yes | Exact product name required |
Product Type/Name values
The following product type/name descriptions are the default that come with the system and will be different if you changed these values in System Settings > Products
Description |
Mortgage |
Remortgage |
Buy to Let |
Commercial Mortgage |
Asset Finance |
Screenshot Example
The following column headers determine the product information to be assigned to the product above.
Header Name | Description | Format Information | Mandatory Field | Notes |
1-AppName | Application Reference | Internal reference number |
| This can be a mixture of letter, number and special characters, as exampled to the left. |
1-LenderReference | Lender Reference | A/12345-Z |
| This can be a mixture of letter, number and special characters, as exampled to the left. |
1-Address1 | Security Address Line 1 | 123 The Street |
| No return carriage |
1-Address2 | Security Address Line 2 | Town |
| No return carriage |
1-Address3 | Security Address Line 3 | City |
| No return carriage |
1-Address4 | Security Address Line 4 | County |
| No return carriage |
1-PostCode | Security Address Postcode | BS20 0DD |
| No return carriage |
1-RepaymentMethod | Product Repayment Method | Exact Repayment Method Name |
| System Settings >> Repayment Methods |
1-MortgageAmount | Loan Amount | 12345.00 |
| Do not include comma or pound signs |
1-PurchasePrice | Purchase/Valuation Price | 12345.00 |
| Do not include comma or pound signs |
1-StagePK | Product workflow status |
| NOTE: Do not use 1-StagePK if you are using 1-Stage, one or the other. | |
1-Stage | Product workflow status | New Enquiry |
| Exact workflow stage name required |
1-AdvisorPK | Adviser P | PK Number |
| NOTE: Do not use 1-AdvisorPK if you are using 1-Adviser, one or the other. |
1-Adviser | Protection Adviser | John Smith |
| Please ensure users have been created in the system before uploading this data |
1-UserPK2 | Admin PK | PK Number |
| NOTE: Do not use 1-AdminPK if you are using 1-Admin, one or the other. |
1-Administrator | Protection Admin | John Smith |
| Please ensure users have been created in the system before uploading this data |
1-Lender | Product Lender | Halifax |
|
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1-Term | Product Term | 25 |
| Please only enter this value in YEARS |
1-DealTerm | Deal Term | 36 |
| Product deal term, where no exact end date applies e.g. 24 month tracker |
1-CommissionAmt | Expected Lender Proc Fee Amount | 12345.00 |
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1-NextStageDue | Date for next follow-up call | dd/mm/YYYY |
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1-InterestRateType | Product Rate Type |
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1-Rate | Product Rate Amount | 2.75 |
| Do not include the % sign |
1-LeadCreationDate | Date Of Enquiry | dd/mm/YYYY |
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1-DateAmended | Mortgage Expiry date | dd/mm/YYYY |
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1-DateMade | Signup Date | dd/mm/YYYY |
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1-DateComplete | Mortgage Completion Date | dd/mm/YYYY |
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1-FollowUpDate | Product Expiry Date | dd/mm/YYYY |
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1-PurposeOfLoan | Loan Purpose |
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1-BuyerType | Buyer Type |
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1-Relationship | Relationship between the applicant's on the product | PK Number |
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1-MortgageSource | Source drop-down option | Exact Source Name |
| System Settings >> Sources If source drop-down option is not in use, please use the following option 'Lead Provider' instead |
1-LeadProvider | Mortgage Lead Provider - Free Text | John Smith |
|
|
Repayment Method values
The following repayment methods are the defaults that come with the system and will be different if you changed these values in System Settings > Repayment Methods
Enter the Repayment Method exact name (description)
Description |
Repayment |
Endowment |
PEP |
Pension |
Interest Only |
With Profits |
Unit Linked |
ISA |
Part and Part |
Stage values
The following stage PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Stages
PK Value | Description |
25 | Enquiries |
32 | Chasing Lead |
31 | Appointment & Fact Finding |
23 | Market Research |
1 | DIP Process |
28 | Application to Lender |
2 | Further Information |
3 | Valuation Instructed |
4 | Valuation Received |
7 | Offer Issued |
9 | Exchanged |
8 | Completed Awaiting Payment |
5 | Waiting to be Recontacted |
6 | Remortgage - Contact Made |
33 | Archive |
19 | Not Proceeding |
Interest Rate Type values
The following interest rate type PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Interest Rate Types
PK value | Description |
1 | Variable |
2 | Fixed |
3 | Capped |
4 | LIBOR |
6 | Discounted |
7 | Tracker |
8 | Stepped (Discount) |
9 | Stepped (Fixed) |
10 | Conditional Sale |
11 | Finance Lease |
12 | Hire Purchase |
Purpose Of loan values
The following purpose of loan descriptions are the default that come with the system and will be different if you changed these values in System Settings > Purpose Of Loans
Description |
None Selected |
New - Purchase |
Remortgage |
Rmg - Capital Rising |
Rmg - Home improvements |
Rmg - Debt Consolidation |
Rmg - School Fees |
Rmg - Holidays/Cars |
Rmg - Buy other property |
Rmg - Business purposes |
Rmg - Divorce Settlement |
Buy to let |
Let to buy |
Buy to Let Remortgage |
Further Advance Purchase |
Further Advance Remortgage |
NOT USED |
Secured Loan |
Right To Buy |
Product Transfer |
NOT USED |
Equity Release |
Lifetime Mortgage |
Buyer Type values
The following buyer type PKs and descriptions are the default that come with the system and will be different if you changed these values in System Settings > Buyer Types
PK value | Description |
1 | Homeowner |
2 | First time buyer |
3 | No Current Mortgage |
4 | Existing Mortgage Single |
5 | Existing Mortgage Joint |