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	PK Number		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 (Exact Forename and Surname against User Profile)		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 (Exact Forename and Surname against User Profile)		Please ensure users have been created in the system before uploading this data
1-Lender	Product Lender	Halifax
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
1-NextStageDue	Date for next follow-up call	dd/mm/YYYY
1-InterestRateType	Product Rate Type	PK Number
1-Rate	Product Rate Amount	2.75		Do not include the % sign
1-LeadCreationDate	Date Of Enquiry	dd/mm/YYYY
1-DateAmended	Mortgage Expiry date	dd/mm/YYYY
1-DateMade	Signup Date	dd/mm/YYYY
1-DateComplete	Mortgage Completion Date	dd/mm/YYYY
1-FollowUpDate	Product Expiry Date	dd/mm/YYYY
1-PurposeOfLoan	Loan Purpose	Purchase (see below)
1-BuyerType	Buyer Type	PK Number
1-Relationship	Relationship between the applicant's on the product	PK Number
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