Eligible - Mortgage Marketing
- Angus Mundin (Unlicensed)
Introduction
Eligible - Is a mortgage monitoring / marketing tool mortgage brokers can use, it provides a similar service to Dashly.
Export Data From eKeeper to Eligible
Create a Reports Search View which contains these fields, this exported spreadsheet can be imported into Eligible.
This quick article will give you guidance on:
Which Ekeeper fields you need.
Step1: Build your report:
Please use the following column headers:
Applicant 1 Email
Applicant 1 Forename
Applicant 1 Preferred Name
Applicant 1 Surname
Applicant 1 Day Phone
Applicant 1 Evening Phone
Applicant 1 Mobile Phone
Applicant 1 DOB
Applicant 2 Email
Applicant 2 Forename
Applicant 2 Preferred Name
Applicant 2 Surname
Applicant 2 Day Phone
Applicant 2 Evening Phone
Applicant 2 Mobile Phone
Applicant 2 DOB
Advisor
Advisor Email
Property Address
Postcode
Valuation
Mortgage Completion Date
Product Expiry Date
Term (years)
Interest Rate Type
Rate
Buyer Type
Mortgage Amount
Repayment Method
Split
Interest Only Portion
Interest Only Term
Purpose of Loan
Provider
Stage