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